Matt Kleiman Email & Phone Number

Milwaukee, WI, US

New York, NY, US

Wealthspire Advisors is an independent registered investment advisor with 14 offices in 8 states throughout the East Coast and Midwest. We are fiduciary advisors who value connecting all parts of a clients’ financial life and deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors acts.

New York, NY, US

DCI is the broker-dealer representing the State of Israel and the sale and distribution of its sovereign debt in the United States. I oversaw the Wisconsin campaign and interacted with retail and institutional investors on bond reinvestments and soliciting new investments. Addressed and resolved client service issues beyond my scope of responsibilities to.

Milwaukee, WI, US

• Drafted U4 amendments for financial representatives with undisclosed financial events resulting from FINRA’s public record search.
• Communicated with financial representatives to collect and analyze documentation regarding financial events to determine whether events required regulatory reporting.
• Independently researched liens and judgments to save representatives time and speed up the reporting process.

• Compiled decedent assets to assist in administration of probate estates.
• Conducted legal research to assist attorneys in litigation including a prisoner rape case and a real estate case.

Counseled and advised clients seeking to start a business or a non-profit about entity selection and business considerations.Drafted articles of incorporation, by-laws, shareholder agreements, and business contracts for clients. Provided legal advice to clients regarding legal issues arising during the life of their businesses.

Provided guardianship proceeding information and assist individuals seeking guardianship over disabled individuals.Reviewed completed court forms.Provided detailed directions for filing the petition; scheduling a hearing; issuing a summons; service of summons and notice; and procedures for the hearing.

Prepared discovery including requests for production of documents and special interrogatories related to railroad worker injuries.Drafted the legal complaint for a FELA lawsuit involving a railroad employee’s injury.Conducted legal research and wrote legal memorandum in a tort case involving statute of limitations and venue issues.Communicated with client.

Responsible for researching and composing informational Israel advocacy briefs and updating outdated briefs. Drafted grant proposals to help secure funding for a director of the St. Louis –Israel Biotech Initiative.

Responsible for overseeing kitchen staff to ensure that food was prepared according to Kosher standards.Assisted kitchen workers in learning to adhere to the required protocols.

Supported religious programming at the UW-Hillel by making Kosher food readily available.Responsible for organizing and contributing to a weekly Friday Night Orthodox service.Worked collaboratively with Hillel Rabbi and other interns, each representing different Jewish denominations, to ensure that student needs were met.

Worked with the camp directors and other unit heads to plan and implement summer session programming including "Israel Day" and overnights.Responsible for overseeing and advising 2nd and 3rd grade staff members and their campers.Responsible to work as conflict mediator when necessary both between staff members, campers, and between staff and campers.

Doctor Of Law (J.D.), 2014

B.A, History; American And Jewish History