Harris Baltch

MD & Head of Investment Banking at Dynasty FP

Mr. Baltch is responsible for leading Dynasty’s M&A and Capital Strategies 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, Mr. Baltch 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 Accounting at Binghamton University and is a certified public accountant, registered in the State of New York.

Links

Timeline

  • MD & Head of Investment Banking

    Current role

  • Head of M&A and Capital Strategies

  • MD, Capital Strategies