Matthew Thomas English

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-03-15
IL	RA	APPROVED	2023-03-03

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chicago	IL	11/2022	Present
West Point Financial Group	Milwaukee	WI	06/2021	09/2021
Towne Park	Madison	WI	04/2021	06/2022
Catholic Memorial Highschool	Waukesha	WI	08/2014	05/2018
Northlake Property Managment	Heartland	WI	06/2018	09/2018
University Of Wisconsin-Madison	Madison	WI	09/2018	08/2022
Marcus Corporation	New Berlin	WI	12/2016	03/2017
Unemployed	Palatine	IL	08/2022	11/2022
Bank Of America, N.A.	Chicago	IL	08/2024	Present

11/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
06/2021 → 09/2021

West Point Financial Group

Milwaukee, WI
04/2021 → 06/2022

Towne Park

Madison, WI
08/2014 → 05/2018

Catholic Memorial Highschool

Waukesha, WI
06/2018 → 09/2018

Northlake Property Managment

Heartland, WI
09/2018 → 08/2022

University Of Wisconsin-Madison

Madison, WI
12/2016 → 03/2017

Marcus Corporation

New Berlin, WI
08/2022 → 11/2022

Unemployed

Palatine, IL
08/2024 → Present

Bank Of America, N.A.

Chicago, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-02-27

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