Firms review and approve nominations of individuals who match the ASPPA Award criteria. 2012 Barron's Top 1,000 Financial Advisors: State-by-State. 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 Pathway Solutions are style-driven mutual fund portfolios that put your financial goals at the center of the investment process. 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. Early in the year, he helped sell HR technology firm Ultimate Software to a consortium of bidders for $11 billion. Youre viewing 10 of 5,490 services to companies. 2011 Barron's Top 100 Women Financial Advisors. Marshall Smith is the top healthcare investment banker at Goldman Sachs, a post he's held since 2013. Nominees must be women retirement plan advisors with their own book of business. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. We have all efforts to track down everybody that we know who worked in the building.. This ranking is not indicative of the Financial Advisors future performance. The firm surged back in 2019, and MacDonald, who previously served as global head of TMT banking based in Palo Alto, was responsible for two of the firm's trophies: Global Payments' $26.4 billion acquisition of Total System Services which he spearheaded with US M&A chief Kevin Brunner and Salesforce's $16.1 billion acquisition of data visualization platform Tableau. 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. 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 the Financial Times in to obtain or use the ranking. For more on methodology please go to www.ft.com/reports. Investment performance is not a criterion. 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 2019) 2019 Barron's Top 50 Private Wealth Advisory Teams ranking awarded in 2019. 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. Source: PLANADVISER.com, January/February 2018. Source: ft.com (May 2015) 2015 Financial Times 401 Top Retirement Advisors awarded in 2015. Our clients are much more than a portfolio of assets they are successful professionals, families and business owners with active lives, who seek a team of trusted advisors who will provide them with tailored and objective guidance on a full range of financial topics, using easy-to-understand language and common sense investment tactics. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's.com (April 2013) 2013 Barron's Top 100 Financial Advisors awarded in 2013. A month later, Pfizer agreed to combine its off-patent division Upjohn with Mylan, the generics manufacturer best known for its EpiPen treatment. Financial Plannings Top 40 Under 40 2022. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Morgan Stanley ranks No. 2023 PitchBook. Find other people named Clinton Gartins. Nominees must be women retirement plan advisors with their own book of business. "For the senior ranks, the number of bankers that can provide that 'invaluable advice' on every aspect of a client's business something that can only be gained through decades of experience, including through challenging market cycles is increasingly rare," Kevin Mahoney, a partner at executive search firm Bay Street Advisors who heads up its investment banking practice, told Business Insider. 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. Get the full list, Morningstar Institutional Equity Research, Managing Director & Chief Executive Officer, Chief Executive Officer, Managing Director & Head, Asia-Pac Consumer Retail, Head, EMEA & Chief Executive Officer, Morgan Stanley & Co. International Plc, Chairman & Co-Chief Executive Officer, Middle East and North Africa, Chairman of the Board of Directors & Chief Executive Officer, Vice of Wealth Management, Senior Client Advisor and Managing Director, Head & Chairman of Emea investment banking. Barrons Top Women Advisors Summit Attendees 2015 Summit. 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 6/30/18 - 6/30/19. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FTs research. For more information, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC does not pay a fee to Reuters in exchange for the rating. Source: Barron's.com (April 2009) 2009 Barron's Top 100 Financial Advisors awarded in 2009. Later that month, Boublik partnered with fellow Morgan Stanley dealmaker Clint Gartin, the chairman of investment banking, to handle pharma giant Abbvie's $88.2 billion buyout of Allergan. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2012 - Mar 2013. 2017 Financial Times 400 Top Financial Advisors. Investment performance is not a criterion. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. For more information on NABCAPs methodology, go to nabcap.org. 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. 2020 Forbes America's Top Women Wealth Advisors. Source: ft.com (Mar 2016) 2016 Financial Times 400 Top Financial Advisors awarded in 2016. Corporate Governance. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2018 PLANSPONSOR Retirement Plan Adviser of the Year. 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. Source: napa-net.org (October 2022) awarded in 2022. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Investment performance is not a criterion. 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. This ranking is not indicative of the Financial Advisors future performance. 2016 Financial Times 401 Top Retirement Advisors. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. In 2019, one such mandate included helping reunite CBS with media conglomerate Viacom in an all-stock deal worth $21.6 billion. Investment performance is not a criterion. Christopher Gartin started his career at Lehman Brothers in 2007 and first joined Citigroup in 2008. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Wyeth chose Morgan Stanley--where global head of investment banking Paul J. Taubman, Vice Chairman Clint Gartin and mergers-and-acquisitions managing director Susan Huang did the honors--as well . With care and commitment, Troy empowers clients to achieve new levels of success. Source: PLANADVISER.com, July 2021 The "PLANADVISERS 2021 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. 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. Patrick is a Workplace Advisor - Equity Compensation, and founding partner of The Cowdrey Bruntjens Group at Morgan Stanley, a highly skilled advisory team located in East Lansing, MI. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. REP. Magazine's Top 40 Wirehouse Advisors Under 40 2013. Between July and October 2021, Coalition Greenwich interviewed 811 individuals from 661 of the largest tax-exempt funds in the United States, including corporate and union funds, public funds, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Weinberger still gets league table credit for the deal, according to MergerLinks methodology, helping him crack the top-10 for 2019. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 6/30/17 - 6/30/18. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. BOB SCOTT:The morning of 9/11, when the attack came, the first plane hit in the north tower. Investment performance is not a criterion. 2020 Barron's Top 100 Women Financial Advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rating is not indicative of the Financial Advisors future performance. 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. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking is not indicative of the Financial Advisors future performance. These criteria are utilized for each of the categories in which this award is given. Investment performance is not a criterion. A Division of NBCUniversal. "Massachusetts decided that Apple was too risky for its citizens." On December 12, 1980, Apple Computer debuted at $22 a share. We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. Neither the Financial Advisor nor Morgan Stanley Wealth Management pays a fee to REP. magazine in exchange for the ranking. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Source: Crains New York Business, December 7, 2020. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. 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 Barron's. Phil Purcell: Its my duty to report on events of yesterday. 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. 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. Our websites may use cookies to personalize and enhance your experience. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. A sub-segment of the questions was used to determine eligibility for the Top 100. 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. While 2019 was a down year compared to the year he struck out on his own he was credited with $175 billion from two transactions in 2014, before he had hired a single banker to join him he's now running an expanding firm of nearly 90 employees, and his $27.3 billion total for 2019 still puts him in the top-20. Wall Street legend Alan Schwartz spent more than three decades at Bear Stearns, helping building it into a financial giant and assuming the role of CEO in early 2008 just as the early stages of the financial crisis were unfolding and the foundering company sold to JPMorgan. The rating is not indicative of the Financial Advisers future performance. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. Investment performance is not a criterion. 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 NAPA to obtain or use the ranking. Coalition Greenwich Quality Leader Award 2021. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. Here is "The Rainmakers," the Business Insider and MergerLinks list of the top North American M&A bankers for 2019. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barrons is a registered trademark of Dow Jones & Company, L.P. 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