Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2022 Barron's Top 100 Institutional Consulting Teams. Investment performance is not a criterion. Stay up to date with what you want to know. This ranking is not indicative of the Financial Advisors future performance. 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/14 12/31/14. Source: napa-net.org (October 2021) awarded in 2021. Barron's Top Women Advisors Summit Attendees 2016. 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. Investment performance is not a criterion. 2016 Barron's Top 100 Women Financial Advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is not indicative of the Financial Advisors future performance. Private Bankers, Ultra High Net Worth (UHNW) Sales Specialists, Lending Advisors, Mortgage Consultants, Relationship Managers, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association. We have a concentration of experience and education that is rare in one group advisors (please see Tab 5 of our website). Eligibility & terms apply. 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. For more information, see www.SHOOKresearch.com. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Enjoy enhanced travel protection and avoid foreign transaction fees with a CashPlus Brokerage Account. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. Investment performance is not a criterion. That has kept the top M&A chiefs especially busy, and has created lucrative paydays for them and their firms. RICHARD POWERS:All of this started in 1990. 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. 2020 Forbes America's Top Wealth Advisors. Today he serves as co-chairman of M&A for the firm. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Before assuming the top M&A job, he was appointed cohead of the group in 2015. This ranking is not indicative of the Financial 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. Alongside many other companies who had offices in the World Trade Center, Morgan Stanley suffered personal losses that day. Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. This information is available in the PitchBook Platform. We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2017 - Mar 2018. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Neither Morgan Stanley nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. We had already institutionalized the victims relief fund. Hear their stories and learn about how they are redefining the terms of success. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2021 - Sept 2022. 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: planadviser.com (May 2016) awarded in 2016. Investment performance is not a criterion. 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. 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. Goldman Sachs' top fintech banker kept busy in 2019. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. While Morgan Stanley was the lead financial adviser to Bristol-Myers Squibb, Evercore and Dyal also advised it, according to the statement announcing the deal. 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. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. For more information, see www.SHOOKresearch.com. Investment performance is not a criterion. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. He joined Guggenheim in 2009 as an executive chairman and has been helping guide its investment bank into a top competitor for megadeals, which Schwartz has an intimate role in executing. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. 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. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Title: Cohead of global investment banking. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/14 - 12/31/16. 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. Only advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list. A couple months later, he and investment banking cohead Jack MacDonald advised Global Payments during its acquisition of Total System Services for $26.4 billion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. Investment performance is not a criterion. In early June, the M&A chairman was neck-deep in the industrials and defense sector, advising United Technologies on its $91.1 billion merger with Raytheon. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. 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 6/30/15 - 6/30/16. 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. 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. 2011 Barron's Top 1,000 Financial Advisors: State-by-State. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This award was issued in 2022 and based on the evaluation process below. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA 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 ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/18. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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 Barron's to obtain or use the ranking. Assets under management are as of the end of the first quarter 2014. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's.com (April 2023) Barron's Top 100 Private Wealth Management Teams ranking awarded in 2023. Source: planadviser.com (May 2015) awarded in 2015. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. 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 3/31/21 - 3/31/22. Greg Weinberger, who was recently appointed sole global head Credit Suisse's M&A group amid a shakeup in the Swiss investment bank, was advising Chevron on the transaction. But what this firm did and how it responded and how it bounced back from that tragedy, the resilience it showed, the care and humanity for its people, was extraordinary. 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 2018. Companies that invest in financial wellness have an opportunity to: Your people look to you for financial guidance. This ranking is not indicative of the Financial Advisors future performance. Reuters accepts nominations from Financial Advisors. 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. This ranking is not indicative of the Financial Advisors future performance. Collins will work alongside healthcare banking co-head Michele Colocci and will focus on building out the firms global client base. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Baltimore Jewish Times, Up-and-Coming Young Professionals, March 2009. "In healthcare, a new. Investment performance is not a criterion. RICHARD POWERS:The backup lights didn't work. 2017 Forbes America's Top Wealth Advisors. Source: Barron's.com (April 2017) 2017 Barron's Top 100 Financial Advisors awarded in 2017. 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 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 2020. 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. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This advisor in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the 10th annual Barrons Top Women Advisors Summit, hosted by Barrons magazine, to promote best practices in the industry and the value of advice to the investing public. 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. CLINT GARTIN: 9/11 was obviously a horrible day. Additionally, the deal may have been tracked to a different region JPMorgan's European team, for instance, advised on the $88.2 billion defense of Irish-domiciled Allegran from Abbvie's approach, and Dwayne Lysaght, the bank's M&A head for the region, topped MergerLinks' European league table. 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