Matthew 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, including portfolio model management and rebalancing, Separately Managed and Unified Managed Account solutions, hedge funds, private equity and capital markets. 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 1,900 financial advisors in that five-state region.
Matt received a Master of Business Administration (MBA) from Emory University (Goizueta School of Business) and a BBA in Finance from Loyola Marymount University.
*The above individual is employed by Dynasty Financial Partners and is not an employee, representative or agent of Icon Wealth Partners, LLC. (“Advisor.”) Dynasty provides services and support to the Advisor through a service agreement between the parties. Dynasty is a wholly independent entity and is not an owner, controlling party or an affiliate of Advisor. Dynasty, as well the above noted Dynasty employee, is not authorized to act on behalf of the Advisor in any respect and any investment recommendations or other advice is solely from the Advisor and should not be attributable in any respect to Dynasty or its employee. The Dynasty employee’s biographical description is included on this website solely for purposes of showing the scope and breadth of Advisor’s available resources and its support team.