Matt Newton, MBA

Mr. Newton joined Simon Quick Advisors in 2025 and currently serves as an Analyst on the Client Advisory team. In this role, he supports client advisors by analyzing financial plans, preparing investment materials, and maintaining accurate data across trading and reporting systems.

Before joining Simon Quick, Mr. Newton served as an Analyst at Proquility Private Wealth Partners. Prior to that, he spent five years at the Black Diamond Wealth Platform, where he worked across rebalancing tools and CRM solutions. His experience has emphasized the importance of clean data and operational precision in delivering quality investment and planning outcomes.

Mr. Newton earned his MBA and bachelor’s degrees in Finance and Financial Services from the University of North Florida. A Florida native, Matt enjoys golfing, beach outings, and taking his rescue dog, Maggie, on nature trails.