Matthew D. Harris, CMT | Executive Director, Head of OCIO and Senior Portfolio Manager

Matthew Harris is Head of the OCIO team and a Senior Portfolio Manager. He oversees all investment activities but is focused on asset allocation and macroeconomic research through fundamental and technical analysis. In his Matt has an inherent appreciation for the complexities of financial planning as he was previously an advisor for Morgan Stanley.


Matt has over 14 years of investment related experience and holds the FINRA Series 7 and 66 securities licenses and Chartered Market Technician® (CMT) designation. Matt played intercollegiate soccer for both University Nevada‐Las Vegas and San Francisco State University. While not working, Matt and his wife enjoy traveling to new countries.

4400 Post Oak Parkway
Suite 2600
Houston , TX 77027

Office: (713) 993-4010
Fax: (713) 993-4007

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