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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)
- Managing Director (2016–Present)
- 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