Matthew George Newton

Employer firm

Zacks Investment Management, Inc. CRD 110897

$14.6B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• CREATES AND MANAGES QUANTITATIVE INVESTMENT MODELS THAT ARE LICENSED TO SPONSORS OF UITS AND ETFS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2025 → Present
  Zacks Investment Management, Inc.
  Chicago, IL
• 06/2023 → 10/2023
  Wayfinder Logistics
  Chicago, IL
• 03/2022 → 05/2022
  Fresh Prince
  Chicago, IL
• 06/2021 → 08/2021
  City Of Milford Connecticut
  Milford, CT
• 09/2017 → 09/2019
  Fairfield Ludlow High School
  Fairfield, CT
• 09/2019 → 06/2021
  Notre Dame Prep
  Fairfield, CT
• 08/2021 → 06/2025
  Depaul University
  Chicago, IL
• 09/2014 → 08/2017
  Fairfield Woods Middle School
  Fairfield, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-22

Other Names

• Matt Newton