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
KL
Kurt Laning
President & Director
JB
Jeffrey Bush
Director of Investment Operations
G. E. Russell
President and CEO
CM
Corey Martin
Director
You Might Like
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
PM
Prtima MISHRA1
Software Engineer
PA TEST