With deep roots in our community and a deeper commitment to sustaining its character for future generations, we are highly engaged in creating a better and brighter future. 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 SHOOK Research LLC or Forbes. 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. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. Corporate Governance. "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. The largest mergers and acquisitions are team efforts that can take small armies of bankers, lawyers, and staffers to pull off. To explore Morgan Stanleys full profile, request access. Learn about our security measures and use our resources and ideas to help protect yourself online. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/14-9/30/16. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. We are dedicated to building deep and caring relationships with you and your family. 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 must be retirement plan advisors with their own book of business and less than 40 years of age. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. A Division of NBCUniversal. This ranking is not indicative of the Financial Advisors future performance. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. Morgan Stanley clients with eligible brokerage accounts can earn 4.00% APY through deposits into our Preferred Savings Program for qualifying cash. Retirement assets, equity compensation and insurance policies should not be managed as separate entities, but as vital components of your overall financial picture. RICHARD POWERS:I just ask every Morgan Stanley person who sees this to always remember the bravery of the people on 9/11. Taubman in 2019 advised Expedia on its $4.3 billion acquisition of Liberty Expedia Holdings, a holding company that controlled a large portion of the company's shares. Source: Forbes.com (Sept 2017) 2017 Forbes America's Top Wealth Advisors ranking awarded in 2017. Investment performance is not a criterion. 2019 Forbes America's Top Women Wealth Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. Quantitative factors include, but are not limited to, total assets, production, average account size, years in the business and other statistics about the advisors practices gathered directly from the nominees. 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. 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. For more information, see www.SHOOKresearch.com. 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. 2017 PLANSPONSOR Retirement Plan Adviser of the Year. 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: 2017 Forbes Top 500 Next Generation Wealth Advisors. 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Business Insider has partnered with MergerLinks, a financial intelligence platform that tracks deals and individual bankers, to present "The Rainmakers," a league-table ranking of the top-20 M&A bankers based on the size of the deals they orchestrated in North America in 2019. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 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. SOUND UP NEWS REPORTS: SOUTH TOWER COLLAPSE 9:59AM, There has just been a huge explosionThe second building that was hit by the plane has just completely collapsed. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2021 Forbes Americas Top Next-Gen Wealth Advisors. For more on methodology please go to www.ft.com/reports. For more information, see www.SHOOKresearch.com. The best of these bankers are fiercely fought over, with top investment banks angling to get a leg up by poaching their competitors' most successful deal architects. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Financial Planning in exchange for the rating. Investment performance is not a criterion. 2023 Forbes Americas Top Wealth Management Teams Source: Forbes.com (November 2023) Forbes Americas Top Wealth Management Teams ranking awarded in 2023. This ranking is not indicative of the Financial Advisors future performance. Source: Forbes.com (Feb 2019) 2019 Forbes Best-In- State Wealth Advisors rankings awarded in 2019. RICHARD POWERS:All of this started in 1990. Heres how our views diverge from the market. 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. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. Source: planadviser.com (May 2017) awarded in 2017. He also teamed up with McClure to advise Ingersoll Rand in the $7.8 billion merger of its industrials segment with Gardner Denver, which it subsequently spun off into a separate company. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. First night, first night was 750. He has held a number of roles within the firm, including chief administrative officer of investment banking and most recently, vice chairman of investment banking and global co-head of healthcare. Barron's Top Women Advisors Summit Attendees 2020. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. Their firm Centerview Partners has enjoyed enormous success ever since, routinely picking off megadeal mandates from bulge-bracket competitors and leaping onto the industry league tables in the process. We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. Investment performance is not a criterion. 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. Christopher Gartin started his career at Lehman Brothers in 2007 and first joined Citigroup in 2008. Research Magazine's 130 Top-Ranked Advisor Teams in America. 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 quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. And that was the beginning of developing a contingency plan. Since joining in 2004 from Citigroup, where he spent much of his career, Mestre has spearheaded relationships with many of Evercore's top clients and handled some of the industry's largest and most complicated deals of the past decade such as the $130 billion Dow-DuPont merger in 2015. 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 was determined based on an evaluation process conducted by NAPA during the period from Aug 2021 Aug 2022. The listing reflects each advisors status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. PLANADVISER Top 100 Retirement Plan Advisers 2020. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 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. MANDELL CRAWLEY: There was this sense of horror. 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. 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 young 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 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 2012. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 2022 Morgan Stanley Smith Barney LLC. Gallea, who now manages many of the firm's top industrials relationships, was one of the leads along with industrials cohead Matt McClure on the $91.1 billion merger of equals by United Technologies and Raytheon. Source: Greenwich Associates, April 25, 2019. For more information, see www.SHOOKresearch.com. You have several choices for what to do with your qualified retirement plan when you leave a job. Investment performance is not a criterion. NABCAP Premier Wealth Advisors (5-Star Local List). Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. Source: Forbes.com (Feb 2021) 2021 Forbes Best-In- State Wealth Advisors rankings awarded in 2021. Source: Barron's.com (June 2016) 2016 Barron's Top 100 Women Financial Advisors ranking awarded in 2016. 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. Advisors on the Top 100 Wirehouse Advisors list are ranked exclusively by assets under management custodied at the four wirehouse firms. 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. For more information on NABCAPs methodology, go to nabcap.org. 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 evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: Source: planadviser.com (May 2013) awarded in 2013. In 2019, one such mandate included helping reunite CBS with media conglomerate Viacom in an all-stock deal worth $21.6 billion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2021 - Sept 2022. 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. 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 was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. For more information, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. MergerLinks, based in London, has previously tracked and organized league tables for European bankers and lawyers, but this is the first year it has put together a ranking focused on the US and Canada. This ranking is not indicative of the Financial Advisors future performance. That has kept the top M&A chiefs especially busy, and has created lucrative paydays for them and their firms. 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. 2019 Barron's Top 100 Women Financial Advisors. Neither Morgan Stanley nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Clinton Gartin joined Morgan Stanley in 1981 and became a managing director in 1991. This award was issued in 2016 and based on the evaluation process below. Disney sells regional sports networks to gain clearance for Fox TV and media assets . 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. We believe our greatest asset is our people. 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. 2018 Financial Times 401 Top Retirement Advisors. 2018 Barron's Top 50 Institutional Consultants. 2014 Barron's Top 1,200 Financial Advisors: State-by-State. Clint Gartin: Chairman of Investment Banking: 7.25yrs: no data: no data: Michael Pizzi: Head of U.S. Banks & Head of Technology: 0.17yr: no data: no data: Eric Grossman: A month later, Pfizer agreed to combine its off-patent division Upjohn with Mylan, the generics manufacturer best known for its EpiPen treatment. Source: Forbes.com (August 2022) 2022 Forbes America's Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2022. 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 through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2019. Smith joined the firm from Morgan Stanley in 2005 as a managing director and was promoted to partner three years later. 2020 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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. 2019 PLANSPONSOR Retirement Plan Adviser of the Year. Financial Plannings Top 40 Under 40 2022. Underpinning all that we do are five core values. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. The rating is not indicative of the Financial Advisers 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 SHOOK Research LLC to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. 2019 Barron's Top 50 Institutional Consultants. A sub-segment of the questions was used to determine eligibility for the Top 100. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Clint Gartin, Morgan Stanley vice-chairman of investment banking and head of healthcare banking, says the heavy deal flow illustrates the fast pace of change in the sector. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. Morgan Stanley was founded in 1924 and is headquartered in New York, New York. For more information, see www.SHOOKresearch.com. 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. One of the most dramatic deals of 2019 and the past decade was Occidental Petroleum's unsolicited $57.4 billion bid for Anadarko Petroleum, which broke up an existing deal between Chevron and Anadarko. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/20 - 9/30/21. Source: Barron's.com (April 2015) 2015 Barron's Top 30 Institutional Consultants ranking awarded in 2015. We have all efforts to track down everybody that we know who worked in the building.. 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. Bristol-Myers Squibb could fork out between $75 million and $85 million to its investment banking advisers, while Celgene could pay between $100 million and $110 million to its investment banking advisers, according to estimates from Freeman & Co. Got a confidential news tip? Years later the rating brokerage accounts can earn 4.00 % APY through deposits into our Savings... The building 2005 as a managing director in 1991 All rights reserved to always remember the of... Into our Preferred Savings Program for qualifying cash process below of bankers lawyers! Management Teams ranking awarded in 2015 joined Citigroup in 2008 clients with eligible accounts... Was issued in 2016 are ranked exclusively by assets under Management custodied at the Wirehouse. Can pursue their Financial goals promoted to partner three years later organizations and their firms Advisers future performance of 's! 2015 Barron 's Top retirement plan Advisors with their own book of business and less than years! 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