About Matt Moses
Matt Moses is a Private Wealth Advisor Associate for the Price and Longhurst Group at Morgan Stanley Private Wealth Management. The Price and Longhurst Group offers clients the combined resources of both Graystone Consulting, the institutional arm of Morgan Stanley and Private Wealth Management, the area of the firm that is focused on the needs of ultra-high net worth individuals and families.
As part of the Price and Longhurst Group, Matt focuses on supporting clients through complex financial decisions, including liquidity events, portfolio construction, and long-term planning across investment policy and estate considerations. Matt also works with clients' tax attorneys and CPAs regarding tax considerations. He plays an active role in client and next generation engagement, providing customized solutions for the challenges that today’s families, family offices, and nonprofits face. Matt joined the Price and Longhurst Group in 2021 as an Analyst with over four years of financial industry experience working with ultra-high net-worth families and institutional clients.
Prior to joining Morgan Stanley, he worked at Merrill Private Wealth Management’s Bryant Park office in New York City. He performed investment research and analysis, conducted portfolio analytics and implementation, assisted in the development and execution of investment strategies, oversaw reporting, and contributed to complex estate planning strategies for ultra-affluent clients.
Matt graduated from the University of Southern California with a B.S. in Business Administration and a minor in Consumer Behavior. Matt holds Series 7 and 66 licenses and is a CFA charter holder. Matt is also a member of CFA Society Los Angeles.
Matt lives in Venice, California and enjoys hiking, skiing, reading, and spending time with family and friends. He is eager to accomplish his goal of visiting all 63 official U.S. National Parks.
Securities Agent: NM, NH, MO, MI, DC, SD, SC, NE, MS, MA, KS, AZ, RI, DE, OK, MN, ME, CT, UT, TN, PA, LA, ID, FL, VT, AK, NV, MT, HI, CO, AL, WY, WI, VA, PR, NY, CA, AR, TX, OR, OH, ND, NC, KY, IN, WV, WA, VI, NJ, MD, IL, IA, GA; General Securities Representative; Investment Advisor Representative