Michael Newman Mattise

Current Employers

Employment History

• 02/2016 → 03/2023
  Radnor Financial Advisors, Llc
  Wayne, PA
• 01/2022 → 07/2023
  Cipw Service Company, Llc
  Toronto
• 11/2022 → Present
  Corient
  Wayne, PA
• 07/2023 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2016-03-15 → 2023-03-31
  Radnor Financial Advisors, Llc
  Wayne, PA
• 1991-12-06 → 2016-03-23
  Radnor Financial Advisors, Inc.
  Wayne, PA

Other Businesses

Name of Business: Brookfield Oaktree Investment-related: Yes Address: 225 Liberty Street, Suite 3501, New York, New York 10281 Nature of Business: RIA Advisory Committee (RAC) Position: Committee Member Start date: May 2023 Hours/Month: 1 Hours/Month During Security Trading Hours: 1 Duties: Member of an RIA Advisory Committee for Brookfield Oaktree. Would participate in four (4) quarterly meetings. Name of Business: The Foundation for Delaware County Investment-related: Yes Address: 200 East State Street, Suite 304, Media, PA 19063 Nature of Business: Community Foundation Position: Board Member, Member of Finance and Investment Committees Start date: 2018 Hours/Month: 1 Hours/Month During Security Trading Hours: 1 Duties: Quarterly board meetings; quarterly committee meetings. I serve as an individual trustee for a client(s) of Corient. Acting as a trustee may present a potential conflict of interest. This relationship is disclosed in accordance with Corient's policies.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-11-26

Designations