Harris is responsible for leading Dynasty’s Investment Banking division. Prior to joining Dynasty, Harris spent nearly a decade at UBS Investment Bank where he was an Executive Director in the firm’s Financial Institutions Group. While at UBS, Harris originated, led and executed over $10 billion of strategic M&A and capital market transactions for companies in the asset and wealth management industry. Earlier in his career, Harris worked at PricewaterhouseCoopers LLP in the Banking and Capital Markets Group. He has over 15 years of financial services experience and earned his M.B.A. from the Johnson Graduate School of Management at Cornell University. He also received a B.S. in Accoun

Harris Baltch
Managing Director, Head of Investment Banking
Dynasty Financial Partners
United States, New York, Port Washington
About Me
Profile Information
Managing Director, Head of Investment Banking
Dynasty Financial Partners
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Port Washington
New York
United States
Aug 5, 2024
Work Experience
Dynasty Financial Partners
Managing Director, Head of Investment Banking Mar 2023 - Present
Email: harrisbaltch@dynastyfinancialpartners.com
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