Matthew Harris, CFP®, CPFA®, MBA​

Wealth Advisor​, Director​

New York City, NY​

LET'S CONNECT

Designations 

  • CERTIFIED FINANCIAL PLANNERTM
  • Certified Plan Fiduciary Advisor
  • Master of Business Administration

Work Experience 

  • Joined MAI in 2024
  • Previously a Financial Advisor/Client Manager for Marcum Wealth and has worked for American Investment Planners, Charles Schwab and Ameriprise Financial
  • Brings over 20 years of financial management experience to MAI

Education

  • Frank G. Zarb School of Business, MBA in Finance and BBA in Management

We look forward to learning about your financial goals.

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