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Matthew E Meyer

Matthew E Meyer

Research Associate | Newport

Florida, Orlando, United States

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Matthew E Meyer

Summary

Matthew E Meyer is a seasoned professional in Institutional Asset Management and Consulting, boasting over 25 years of experience with both Fortune 500 companies and boutique firms. As the President of Newport Group Consulting, LLC, he leads a team focused on fiduciary consulting services, providing investment and governance advice to a diverse client base. His expertise encompasses risk mitigation, portfolio optimization, and tax-managed implementation strategies. Matthew is well-versed in both public and private sector consulting, catering to not-for-profit organizations, foundations, and corporate plans. He holds numerous financial registrations, including Series 65, and has a strong educational background with an MBA in Finance from the University of Central Florida. His leadership roles demonstrate a commitment to excellence and innovation in financial advisory services. Outside of his professional endeavors, Matthew is passionate about advancing industry standards and practices in asset management.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

Matthew E Meyer

Work Experience

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President, Newport Group Consulting, LLC at

Newport

May 2017 - Present

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Matthew E Meyer

Education

Center for Fiduciary Studies, AIFA, Fiduciary Responsibility

January 2006 - January 2006

University of Central Florida - College of Business Administration, BSBA, Finance

January 1993 - January 1997

University of Central Florida - College of Business Administration, Master of Business Administration (M.B.A.)

January 2002 - January 2004

Frequently Asked Questions about Matthew E Meyer

What company does Matthew E Meyer work for?

Matthew E Meyer is a Research Associate at Newport.

Where Matthew E Meyer graduated from?

Matthew E Meyer holds a degree in from Center for Fiduciary Studies.

Who is Matthew E Meyer?

Matthew E Meyer is a seasoned professional in Institutional Asset Management and Consulting, boasting over 25 years of experience with both Fortune 500 companies and boutique firms. As the President of Newport Group Consulting, LLC, he leads a team focused on fiduciary consulting services, providing investment and governance advice to a diverse client base. His expertise encompasses risk mitigation, portfolio optimization, and tax-managed implementation strategies. Matthew is well-versed in both public and private sector consulting, catering to not-for-profit organizations, foundations, and corporate plans. He holds numerous financial registrations, including Series 65, and has a strong educational background with an MBA in Finance from the University of Central Florida. His leadership roles demonstrate a commitment to excellence and innovation in financial advisory services. Outside of his professional endeavors, Matthew is passionate about advancing industry standards and practices in asset management.

Matthew`s contact details

Colleagues

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Mark Turaniczo

VP Operations

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Scott Bethune

Audit Manager

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Clay Kennedy

Senior Recruiter

Harry Shulman

VP, National Sales

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F Andrew Moran

Marketing Consultant

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Lisa Lacayo

Vice President, Key Accounts and Conversions

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Liz Fenton

Accountant

Marc Farbman

Manager - Daily Recordkeeping

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