Matt Harris Email & Phone Number

Helping you achieve financial and lifestyle success is my first priority. We utilize Morgan Stanley's superior intelligence in every major asset class to formulate your strategy. We lead with financial planning to build a holistic solution to help you exceed your lifetime goals. We deliver a vast array of resources including research, cash management, and planning. I look forward to hearing your story and working together to help you reach your purpose!Disclaimers: © 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlThe investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.NMLS#: 1517459

Greater New York City Area

Researched equity investment/banking opportunities and developed various investment strategies for clients within theMLP, Energy, Industrial, Material and Shipping sectors. Supervisory responsibility for the equity sales and trading desk and any applicable risk associated with institutional trading.

Greater New York City Area

Developed strategies for institutional clients including hedge funds, mutual funds, pension funds, family offices, and wealthy individuals. Partnered with Janney's equity and debt research analysts to provide a superior complete solution for institutional portfolio managers. Worked with equity/debt trading desks to source liquidity and build hedging strategies. Supervisory responsibility for the equity sales and trading desk and any applicable risk associated with institutional trading.

Greater New York City Area

Utilized fundamental research, investment banking, and industry data to formulate investment strategies for institutional client portfolios. Evaluated client risk and suggest various strategies including equities, debt and/or derivatives. Supervisory responsibility for the equity sales and trading desk and any applicable risk associated with institutional trading.

Oversaw equity trading operations at a well-respected energy research boutique.

Greater New York City Area

Pioneered the trading team in the New York City office and supervised the Healthcare and Utility Sectors.

Greater New York City Area

Developed sophisticated investment strategies for institutional client base utilizing fundamental analysis and market data. Spearheaded the trading of a very successful facilitation and proprietary book of industrial, utility and MLP stocks. Hedged client and proprietary positions using options, relative stocks, and ETFs. Provided key technical and fundamental analysis bullet points to sales force.