CoverProfile

Harris Baltch

Managing Director, Head of Investment Banking

Dynasty Financial Partners

United States, New York, Port Washington

About Me

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

View more

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

More profiles to browse

Profile Photo
Shirl Penney
Founder, President, CEO and Member of the Board of Directors
Profile Photo
Marcus Wilson
Senior Vice President, Investment Platforms Management and Head of Implementation
Profile Photo
John Shahda
Vice President, Investments

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
DH
Dennis Hanson
Principal
Jamison Hanson
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue