Mr. Matelis serves as Newport Trust’s Chief Financial Analyst and oversees its business functions, including financial analysis, relationship management, trust administration, operations, marketing and business development. In addition to his management responsibilities, he works on a variety of assignments, including investments in company stock, transactions involving plan assets, and other fiduciary decision-making matters. Mr. Matelis regularly presents to industry groups on topics of relevance to Newport Trust’s business. Prior to joining our team, he worked for three years in management consulting at Booz Allen Hamilton and five years in commercial lending at SunTrust Bank. Mr. Mate

John Matelis
Chief Financial Analyst
Newport
United States, District of Columbia, Washington
About Me
Profile Information
Chief Financial Analyst
Newport
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Washington
District of Columbia
United States
May 23, 2025
More profiles to browse
D. Greg Deerkoski Jr.
Lead Investment Analyst
Zach Gelinas
Senior Investment Analyst
ND
Nancy Dittmer
Senior Vice President
Alex Boarts
Investment Analyst
You Might Like
MO
Melissa Opel
Portfolio Manager
Northern Capital Management Inc
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services