Matthew MarshDirector of Investments, Dynasty Financial Partners


Mr. Marsh is responsible for delivering investment solutions to Dynasty’s Advisory Firms. He consults with network teams on the design and implementation of available investment solutions across the Dynasty TAMP platform, including portfolio model management and rebalancing, SMA and UMA solutions, hedge funds, private equity, and capital markets. Frequently in the field engaging with network advisors, Matt also delivers the thoughts and rationale of the Dynasty Investment Committee and the Dynasty Select Model Portfolios.

Before joining Dynasty, Matt spent 11 years at Morgan Stanley and its predecessor firms. Most recently he was the Southwest Regional Manager for the Consulting Group, responsible for all advisory sales across 1900 financial advisors in a five-state region.