Matthew D. Newman in

Matthew D. Newman

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Managing Director-Investments/Sr. PIM Portfolio Manager/Sr. Institutional Consultant/Sr. FA at Wells Fargo Advisors
📍 Seattle, Washington, United States

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Experience
19 Years
Current Role
Managing Director-Investments/Sr. PIM Portfolio Manager/Sr. Institutional Consultant/Sr. FA
Location
Seattle, Washington, United States
Personality Overview

How Matthew shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Matthew cares about

Strategic Priorities
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Career

Work history

7-2024
Managing Director-Investments/Sr. PIM Portfolio Manager/Sr. Institutional Consultant/Sr. FA
Wells Fargo Advisors
1-2022 - 7-2024
Senior Vice President, Portfolio Management Director, Financial Advisor
Morgan Stanley
9-2016 - 1-2022
First Vice President, Portfolio Management Director, Financial Advisor
Morgan Stanley
2007 - 2016
Associate Vice President-Investment Officer, Fundamental Choice Portfolio Manager
Wells Fargo Advisors
9-2006 - 3-2007
Financial Advisor
Ameriprise Financial Services, Inc.
In the press

Media appearances

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Education
2002 - 2006
BA
University of California Santa Barbara
Education details unavailable
John Muir HS
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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