Matthew Jones

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