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    Matthew Jones

    Head of Wealth Management Strategy at Morgan Stanley

    Matthew Jones is a Managing Director at Morgan Stanley, based in the New York City Metropolitan Area. He currently serves as the Head of Wealth Management Strategy, a role he has held since 2018. His responsibilities include overseeing strategic initiatives within Morgan Stanley's wealth management division.

    Professional Experience

    • Morgan Stanley:
      • Managing Director (2016–Present)
        • Head of Wealth Management Strategy (2018–Present)
        • Firm Strategy and Execution (2016–2017)
      • Executive Director (2013–2016): Chief of Staff to the COO
      • Vice President, Firm Strategy & Corporate M&A (2012–2013)
      • Associate, Firm Strategy & Corporate M&A (2010–2011)
      • Associate and Summer Associate, Investment Banking (2008–2010)
    • KeyBanc Capital Markets: Analyst, Investment Banking (2005–2007)
    • Hyland Software: Business Development (2003–2005)

    Education

    • Cornell University – S.C. Johnson Graduate School of Management: MBA (2007–2009)
    • Case Western Reserve University: BS in Management with a focus on Banking/Finance (2000–2003)

    With over two decades of experience in financial services, Jones has built a career centered on strategy, corporate development, and wealth management leadership.1

    Highlights

    Jan 10 · morganstanley.com
    Morgan Stanley Appoints 173 New Managing Directors
    Jan 25 · morganstanley.com
    Morgan Stanley Appoints 156 New Managing Directors

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    Location

    Greater New York City Area