Harris Baltch
About Harris Baltch
Harris Baltch serves as the Managing Director and Head of M&A and Capital Strategies at Dynasty Financial Partners. He has an extensive background in finance and accounting, with degrees from Binghamton University and Cornell Johnson Graduate School of Management.
Current Role at Dynasty Financial Partners
Harris Baltch serves as the Managing Director and Head of M&A and Capital Strategies at Dynasty Financial Partners. He has held this position since 2023. In this role, he oversees mergers and acquisitions as well as capital strategy initiatives, contributing to the firm's growth and strategic direction.
Previous Experience at Dynasty Financial Partners
Before his current role, Harris Baltch worked at Dynasty Financial Partners as Director, Head of M&A and Capital Strategies from 2020 to 2023. During this time, he was responsible for leading strategic initiatives in mergers and acquisitions, enhancing the firm's capabilities in capital strategies.
Education and Expertise
Harris Baltch studied at the Cornell Johnson Graduate School of Management from 2008 to 2010, where he gained advanced knowledge in business management. He also earned a Bachelor of Science in Accounting from Binghamton University, studying there from 2000 to 2004. His educational background supports his expertise in finance and strategic management.
Career Background
Harris Baltch has a diverse career in finance, beginning as a Senior Associate at PricewaterhouseCoopers from 2004 to 2008. He then transitioned to UBS, where he served as Executive Director from 2010 to 2019. He also gained experience as a Summer Associate at Houlihan Lokey in 2009. His career reflects a strong foundation in financial services and strategic advisory.
Advisory Role at Defiance ETFs LLC
Since 2019, Harris Baltch has been an Advisory Board Member at Defiance ETFs LLC in New York, NY. In this capacity, he provides strategic insights and guidance, leveraging his extensive experience in finance and capital strategies to support the firm's objectives.