Matthew P. Narlinger, CFA®
Investment Consultant
Matthew Dermer
Managing Director, Wealth Management,
Financial Advisor
Direct:
(212) 503-1161(212) 503-1161
My Mission Statement
Providing tailored investment solutions appropriate for your
liquidity objectives.
liquidity objectives.
My Story and Services
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Securities Agent: AZ, CA, CT, DC, FL, GA, IL, MD, MA, MI, MN, MO, NJ, NY, NC, OH, PA, RI, SC, TN, TX, VA; General Securities Representative; Investment Advisor Representative; BM/Supervisor; General Securities Principal
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Understanding Your Unique Liquidity Needs
Corporate cash management is the active management of excess cash on the balance sheet, with an emphasis on capital preservation, liquidity, and return.
In working with each of our clients, we take the time to understand your financial situation, as well as your liquidity objectives and risk guidelines. We then use this information to tailor investment solutions based on your organization's unique profile – leveraging your Investment Policy Statement to optimize an allocation mix that suits your needs.
With a focus on capital preservation while maximizing yield – we work with you to deliver solutions customized to your organization's needs. We bring a depth of experience and incorporate the vast resources of Morgan Stanley to ensure that we are delivering an exceptional level of service to each of our clients.
Corporate Cash Life Cycle
Understanding the unique needs and guidelines of your organization is the first step in our partnership with you. We provide a methodical client experience that allows us to deliver comprehensive investment solutions to each of our clients. While the organizations we work with are diverse, our process stays the same – focusing on our goal of delivering excellence.
1. Client Contact
Collaboratively discuss cash flow and liquidity needs, unique preferences, and risk philosophy with the client.
2. Due Diligence
Conduct preliminary due diligence (review of existing investments, investment policy statement, and company profile and business).
3. Analysis & Customization
Analyze available portfolio management techniques in relation to client's financial goals and investment policy statement.
4. Evaluation of Current Environment
Evaluate current interest rate and macroeconomic environment, liquidity conditions, and Federal Reserve policy expectations
5. Integration of Client Preferences
Integrate client preferences, our team and Morgan Stanley's outlook and expectations to construct and implement desired portfolio.
6. Risk Management & Portfolio Monitoring
Continuously review and monitor the portfolio. Our reporting system delivers a quality reporting infrastructure that provides access to accurate, timely and integrated portfolio data to make informed decisions and drive reporting requirements.
A Full Suite of Services for Your Organization
Corporate Cash Management
We work with our clients to develop customized cash management solutions defined by their unique risk and liquidity guidelines.
Private and Public Organizations
With a depth of experience in working with both private and public companies – we have the tools necessary to partner with your organization, regardless of the structure.
Companies Experiencing Rapid Growth
Our team has a background in working with companies operating under a high growth phase. We partner with you to develop a plan for success during this crucial stage.
Alignment
Focused on your success, we take a highly thoughtful and disciplined approach to help you manage complexity, optimize investment performance and align your goals with your investment decisions. Our advice and your interests are aligned with your objectives, eliminating any conflicts of interest.
Customization
Every relationship begins with an understanding of your specific needs and preferences. We help you better understand your current situation and create an insightful vision of your organization's future. We listen carefully to each of your concerns, to develop and execute a bespoke approach to balance-sheet management that helps address your circumstances.
Transparency
We believe transparency helps with seamless audits and efficient financial planning. We provide a clear delineation between our fees and other implementation fees. What's more, our compensation isn't tied to specific investments used, so you can be assured we are always putting your interests first.
Single Point of Contact
Our distinct world view provides full-service, turnkey solutions for corporations, non-profits, banks and other institutions. We aim to deliver first-class self-directed and fixed income investment advisory portfolio management through a comprehensive and integrated solution that focuses on preservation of principal, liquidity and return through one single point of contact.
Extension of Your Team
Our practice provides high-credit quality, tailored investment solutions that align with your organization's short-term goals and long-term visions. Our customized investment strategies are structured according to your organization's unique liquidity profile. We position ourselves as an extension of your treasury team, making your job easier and more efficient.
Investor Resources and Morgan Stanley Research
Staying updated with relevant information is paramount. A collection of resources and readings can be found below.
The GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
GIC On the Markets
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Morgan Stanley Research
Through timely, in-depth analysis of companies, industries, markets and world economies, Morgan Stanley has earned its reputation as a leader in the field of investment research.
Morgan Stanley Investment Management
Morgan Stanley Investment Management provides timely insights across the investment management landscape.
Megatrends: Health Care Innovation Yields New Opportunities for Investors
Advances in technology and innovation have led to new breakthroughs in health care. Here's a look at three areas of opportunity.
Location
101 Park Avenue
23rd Floor
New York, NY 10178
US
Direct:
(212) 503-1161(212) 503-1161
Meet My Team
Nancy Parylak
Assistant Vice President, Business Development Director
Caitlin Cronin
Assistant Vice President, Wealth Management Associate
Frank Stubbolo Jr.
Registered Client Associate
About Matthew P. Narlinger
Matthew Narlinger, Investment Consultant, joined Morgan Stanley in 2024. Matt is responsible for portfolio strategy, fixed income trading, portfolio compliance, and performance reporting.
Prior to joining Morgan Stanley, Matt was a Financial Consultant at Wells Fargo for over 4 years. Before Wells Fargo, Matt was Senior Vice President at Rothschild Asset Management. During his twelve-year tenure there, he served as the Head of Fixed Income Portfolio Management and Trading. Matt is a CFA® (Chartered Financial Analyst) charter holder, as well as a holder of the CIPM® (Certificate in Investment Performance Measurement) designation. He currently maintains his Series 7 and 66 registrations. Matt graduated from James Madison University with a Bachelor of Business Administration.
Prior to joining Morgan Stanley, Matt was a Financial Consultant at Wells Fargo for over 4 years. Before Wells Fargo, Matt was Senior Vice President at Rothschild Asset Management. During his twelve-year tenure there, he served as the Head of Fixed Income Portfolio Management and Trading. Matt is a CFA® (Chartered Financial Analyst) charter holder, as well as a holder of the CIPM® (Certificate in Investment Performance Measurement) designation. He currently maintains his Series 7 and 66 registrations. Matt graduated from James Madison University with a Bachelor of Business Administration.
About Nancy Parylak
Nancy Parylak, Assistant Vice President, joined Morgan Stanley in 2024 as Business Development Director.
Nancy has 24 years of experience in the industry. Prior to joining Morgan Stanley, Nancy was a Senior Client Associate at Wells Fargo. Nancy also previously worked at Morgan Stanley, Pershing LLC, BNY Mellon, TD Ameritrade, E*TRADE, and Harrisdirect LLC. She currently holds her Series 7, 9, 10, 55, 63, and 66 licenses.
Nancy has 24 years of experience in the industry. Prior to joining Morgan Stanley, Nancy was a Senior Client Associate at Wells Fargo. Nancy also previously worked at Morgan Stanley, Pershing LLC, BNY Mellon, TD Ameritrade, E*TRADE, and Harrisdirect LLC. She currently holds her Series 7, 9, 10, 55, 63, and 66 licenses.
About Caitlin Cronin
Caitlin Cronin, Assistant Vice President, joined Morgan Stanley in 2024 as a Wealth Management Associate.
Prior to joining Morgan Stanley, Caitlin was Associate Vice President at Wells Fargo for over 10 years. Prior to that, Caitlin was the Marketing Coordinator at Algren Associates. Caitlin was with the agency from 2009 through 2013. During that time, she expanded her role from assisting the President & CEO to running illustrations for brokers, fostering sales by promoting products from various carriers, and singlehandedly creating marketing campaigns to enhance Algren’s producers’ sales efforts. She is also a licensed insurance agent herself. Caitlin currently holds her S7 and S66 licenses. Caitlin graduated from Loyola University with a Bachelor of Business Administration and International Business.
Prior to joining Morgan Stanley, Caitlin was Associate Vice President at Wells Fargo for over 10 years. Prior to that, Caitlin was the Marketing Coordinator at Algren Associates. Caitlin was with the agency from 2009 through 2013. During that time, she expanded her role from assisting the President & CEO to running illustrations for brokers, fostering sales by promoting products from various carriers, and singlehandedly creating marketing campaigns to enhance Algren’s producers’ sales efforts. She is also a licensed insurance agent herself. Caitlin currently holds her S7 and S66 licenses. Caitlin graduated from Loyola University with a Bachelor of Business Administration and International Business.
About Frank Stubbolo Jr.
Frank Stubbolo Jr. joined Morgan Stanley in 2024 as a Registered Client Associate.
Prior to joining Morgan Stanley, Frank was a Registered Client Service Associate at Wells Fargo and Alex Brown (a division of Raymond James). Frank also held other positions such as a Financial Professional at AXA Advisors, a Financial Sales Consultant at Strategic Financial Solution NY, Head of Strategic Partnerships at GDS Group, and was a Proprietary Trader at T3 Trading Group. He currently holds his S7, S3, S5, and S66 licenses. Frank graduated from Gettysburg College with a Bachelor of Political Science and Government.
Prior to joining Morgan Stanley, Frank was a Registered Client Service Associate at Wells Fargo and Alex Brown (a division of Raymond James). Frank also held other positions such as a Financial Professional at AXA Advisors, a Financial Sales Consultant at Strategic Financial Solution NY, Head of Strategic Partnerships at GDS Group, and was a Proprietary Trader at T3 Trading Group. He currently holds his S7, S3, S5, and S66 licenses. Frank graduated from Gettysburg College with a Bachelor of Political Science and Government.
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Matthew Dermer today.
1Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)