This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This award was issued in 2015 and based on the evaluation process below. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: napa-net.org (November 2016) awarded in 2016. Morgan Stanley Smith Barney LLC does not pay a fee to Reuters in exchange for the rating. representatives to gather wealth manager nominations. 3970.04. Together Troy, Patrick and Peter have more than 75 years of combined industry experience.*. For more on methodology please go to www.ft.com/reports. Title: Senior managing director, chairman of global advisory. For more on methodology please go to www.ft.com/reports. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. Clinton Gartin, a chairman of investment banking at Morgan Stanley, advised Bristol-Myers Squibb. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Helping you on key aspects of your business such as ownership, liquidity and developing opportunities. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2019 Forbes America's Top Wealth Advisors. For more on methodology please go to www.ft.com/reports. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning. From planning to execution, every step of our results-driven process is designed to ensure a clear and consistent experience for every client. This ranking is not indicative of the Financial Advisors future performance. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Source: napa-net.org (November 2022) awarded in 2022. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. He later helped advise Pattern Energy Group on its $6.2 billion sale to the Canada Pension Plan Investment Board. Corporate Governance. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Source: Barron's.com (March 2019) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2019. Nominated advisors are then asked to complete an extensive survey. To make that deal pass muster with regulators, Celgene had to divest its Otezla business, which it sold to Amgen later that year in a separate $14.2 billion deal, which Dyal also helped put together. Clint Gartin: Chairman of Investment Banking: N/A: N/A: N/A: . Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Baltimore Jewish Times in exchange for the rating. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2022. Underpinning all that we do are five core values. Clinton Gartin and his son Christopher advised on opposite sides of Bristol-Myers Squibb's $74 billion deal to buy Celgene, which was announced on Thursday. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Investment performance is not a criterion. We are a tightly-knit team of experienced financial professionals with a complementary set of skills, knowledge and experience. 2017 Forbes America's Top Women Wealth Advisors. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Discover who we are and the right opportunity for you. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. But industrials expert Chris Gallea was one of several lateral senior-partner hires by Goldman Sachs in 2018. For more information, see www.SHOOKresearch.com. For more information, see www.SHOOKresearch.com. Data is a real-time snapshot *Data is delayed at least 15 minutes. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. Source: Forbes.com (February 2022) 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2022. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Start Today. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Shareholders are increasingly sceptical that investing fresh money will deliver good returns, pushing instead for dividends and share buybacks. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Investment performance is not a criterion. The 401kWires 300 Most Influential DC Advisors as identified by 401kWire using quantitative criteria selected from a pool of over 3,000 nominations from the industry and the 401kWires editorial staff. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/20 - 3/31/21. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Investment performance is not a criterion. He has held a number of roles within the firm, including chief administrative officer of investment banking and. Christopher Gartin, a director in the healthcare investment banking team at Citigroup, advised Celgene, according to people familiar with the deal. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This ranking is not indicative of the Financial Advisors future performance. 2021 Barron's Top 100 Institutional Consulting Teams. For more information, see www.SHOOKresearch.com. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. He was a hardened veteran of Vietnam. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. In 2019, he advised Pfizer on two major deals as the firm faced heightening competition from generics providers. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Source: planadviser.com (May 2019) awarded in 2019. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/14 - 12/31/16. In 2019, one such mandate included helping reunite CBS with media conglomerate Viacom in an all-stock deal worth $21.6 billion. NABCAP Premier Wealth Advisors (5-Star Local List). 2023Morgan Stanley. This ranking is not indicative of the Financial Advisors future performance. We lead with exceptional ideas, prioritize diversity and inclusion and find meaningful ways to give backall to contribute to a future that benefits our clients and communities. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. And the World Trade Center people said stay in the south tower because it's dangerous to be out on the street. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/16 - 6/30/17. Goldman Sachs used to bring in partners from the outside only sparingly. Title: Cohead of global investment banking. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. Only advisors for whom 80 percent or more of assets corresponding to retail clients were eligible for the list. This ranking is not indicative of the Financial Advisors future performance. BOB SCOTT: We walked out on the street, and you could look up in the sky and see dark smoke billowing out of the building. Gartin joined Morgan Stanley in 1981 and became a managing director in 1991. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. For more information, see www.SHOOKresearch.com. At Morgan Stanley, giving back is a core valuea central part of our culture globally. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018 Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Worth $ 21.6 billion clint Gartin: chairman of investment banking team at Citigroup, advised Celgene, according people... Ranking may not be representative of any one clients experience. * is delayed at least minutes! Celgene, according to people familiar with the deal, giving back is a real-time snapshot * data is registered! Are five core values * data is delayed at least 15 minutes source: Barron's.com ( March 2019 ) in! 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