EQIS Capital Management, Inc. has appointed Matthew C. Straut as its Chief Distribution Officer, announced Joseph F. Hunter, CEO.
Matthew will assume responsibility for all sales and marketing initiatives at the firm. He brings over 25 years of experience in business management, sales management, sales, and strategic relationship roles in the asset management industry. He has proven expertise in addressing and resolving strategic and tactical distribution and marketing-related challenges.
Prior to joining EQIS, he was Founder & President of MAAC Solutions, LLC, an industry consulting firm. Previous to that, Straut was Senior Vice President and Head of the Registered Investment Advisor and Personal Investing businesses at OppenheimerFunds. Prior to that, he was Vice President and Head of the Registered Investment Advisor, Personal Investing and DCIO Channels at Wells Fargo Asset Management.
Matthew has a B.S. in Marketing from Providence College and has earned the Certified Investment Management Analyst (CIMA®) designation. He has also completed executive education coursework at the University of Pennsylvania’s Wharton School of Business and the University of Chicago’s Booth School of Business. He holds the FINRA Series 24, 7, 6, and 63 securities licenses.
About EQIS Capital Management, Inc.
EQIS is a unique wealth management firm that unburdens and empowers financial advisers by providing the strategies, tools, and support they need to expertly manage their clients’ investments. EQIS provides investors of all sizes* access to the same high-caliber institutional money manager sub-advisers, both strategic and tactical, that have formerly been reserved for only the wealthiest individuals. EQIS makes it possible for even the average investor to access the same sophisticated investment strategies as high net worth investors. EQIS offers friendly, concierge-style customer experience featuring rapid responses, strategic counsel, and market intelligence to empower and unburden financial advisers. Investors can reap the benefits of EQIS’ partnership with carefully curated, independent institutional money managers backed by other leading finance, technology, and industry experts. For more information visit http://www.public.eqis.com
*$25,000 Account Minimum