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. RICHARD POWERS:When that building went down, we had 27 hundred people in there, we thought they were all in there. Investment performance is not a criterion. For more information, see www.SHOOKresearch.com. 2021 NAPA Top DC Advisor Multi-Office Firms. We also have achieved a wide array of industry designations that include Certified Financial PlannerTM, Certified . 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. I rode down to the World Trade Center because I had to give a talk down there. 2023 Forbes Americas Top Wealth Management Teams. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. Sign up for free newsletters and get more CNBC delivered to your inbox. 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. (Reuters) - Morgan Stanley MS.N named John Collins as the co-head of its global healthcare banking group, according to an internal memo on Wednesday. He left to join Moelis & Co MC.N in 2010 before rejoining Morgan Stanley in 2013. 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. Source: Barron's.com (June 2019) 2019 Barron's Top 100 Women Financial Advisors ranking awarded in 2019. Coalition Greenwich Quality Leader Award 2021. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. 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. 2013 Financial Times 400 Top Financial Advisors. This ranking is not indicative of the Financial Advisors future performance. Terms apply. For more information, see www.SHOOKresearch.com. Youre just assuming that, you know, your friends, your colleagues, your partners were lost. Source: planadviser.com (May 2016) awarded in 2016. From planning to execution, every step of our results-driven process is designed to ensure a clear and consistent experience for every client. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER to obtain or use the ranking. 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. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors future performance. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. 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 Barron's during the period from Mar 2018 - Mar 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. Deciding among them is an important step in managing your retirement savings over time. Investment performance is not a criterion. 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. The award is based upon a recipients application and not upon any qualitative or quantitative criteria relating specifically to ones position as a Financial Advisor. 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. Source: Barron's.com (February 2009) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2009. 2019 Financial Times 401 Top Retirement Advisors. Source: Barron's.com (April 2020) 2020 Barron's Top 100 Financial Advisors awarded in 2020. This ranking is not indicative of the Financial Advisors future performance. Matt McClure is a Goldman Sachs lifer, joining as an associate in 1999 and steadily rising the investment banking ranks and making partner in 2010, heading up M&A in the Americas and within industrials before taking on his current post as cohead of Goldman's global industrials investment banking group. Clinton Gartin Clint Gartin. Source: Workingmother.com (October, 2018) 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2018. 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. Get the latest insights, analyses and market trends in our newsletter, podcasts and videos. 2022 Forbes Best-In- State Wealth Advisors. 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 award was issued in 2017 and based on the evaluation process below. Christopher Gartin, a director in the healthcare investment banking team at Citigroup,. Together Troy, Patrick and Peter have more than 75 years of combined industry experience.*. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2014 - Mar 2015. PHIL PURCELL:We worked with the Port Authority extensively to correct all of that. 2022 Barron's Top 100 Women Financial Advisors. Investment performance is not a criterion. Barron's Top Women Advisors Summit Attendees 2016. Learn more about my specialty in Equity Compensation, www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf, https://www.morganstanley.com/disclaimers/mswm-email.html, www.worth.com/Editorial/Wealth-Management/Advisors/subarticles/Taking-the-Measure-of-Your-Managers-The-Top-100-Methodology.asp. 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. 2018 Barron's Top 100 Women Financial Advisors. Enjoy enhanced travel protection and avoid foreign transaction fees with a CashPlus Brokerage Account. 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. Investment performance is not a criterion. 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 Barron's to obtain or use the ranking. The rating may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2022 Aug 2021. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/20 - 3/31/21. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2018 Barron's Top 50 Institutional Consultants. Source: Barron's.com (February 2014) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2014. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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: ft.com (Oct 2020) 2020 Financial Times 401 Top Retirement Advisors awarded in 2020. 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. 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: Senior managing director, chairman of global advisory. Washingtonians They Know Money bases its ratings on quantitative and qualitative criteria, including, but not limited to: surveys to Washington-area financial professionals, nominations submitted to them by firms based upon assets under management, degrees, and certifications. Source: Barron's.com (April 2009) 2009 Barron's Top 100 Financial Advisors awarded in 2009. Neither Morgan Stanley Smith Barney LLC nor its Advisors have paid a fee in exchange for this listing. This award was issued in 2019 and based on the evaluation process below. Source: Barron's.com (June 2023) Barron's Top 100 Women Financial Advisors ranking awarded in 2023. CLINT GARTIN:Leadership did a really good job of keeping people informed, reassuring people, trying to bring the firm back together to a place where we could be up and running and do business. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2015 - Mar 2016. Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth. 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. 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: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. They hated me for that. 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. Source: planadviser.com (May 2020) awarded in 2020. 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 Forbes. Investment performance is not a criterion. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/15 - 12/31/18. Morgan Stanley's ISS Governance QualityScore as of February 1, 2023 is 7. Tablets are pictured on the production line of Bristol Myers Squibb's pharmaceutical plant of French group UPSA in Agen, southwestern France. PACIFIC INVESTMENT MANAGEMENT CO The bond investing firm on Monday named two former central bank chiefs and a former. 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. Barrons Top Women Advisors Summit Attendees 2015 Summit. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/10 12/31/10. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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. On Wall Streets Top 100 Branch Manager Honorees, as identified by On Wall Street, uses criteria, such as achievements during the year; ability to identify, recruit, develop, retain and reward talented Financial Advisors and dedication to the goal of providing superior client service. This exclusive conference is designed to promote best practices and generate new ideas across the industry. All of your assets including the benefits you receive from your employer will be integrated to help ensure they are working together to meet your overall goals. Mr. Gartin received a degree in accounting from the University of Connecticut where he was a University Scholar and graduated summa cum laude. 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 6/30/20 - 6/30/21. This ranking is not indicative of the Financial Advisors future performance. 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. Later in the summer, Carr teamed up with Marshall Smith, Goldman's top healthcare banker, to advise Pfizer in a deal to combine its off-patent division Upjohn with Mylan, the generics manufacturer best known for its EpiPen treatment. 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 9/30/18 - 9/30/19. 2015 Barron's Top 100 Women Financial 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. Investment performance is not a criterion. Discover how our goals-based planning process takes into account all of your financial needs to deliver a customized plan. All credentials and designations are verified and nominee compliance records are verified. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. To consummate the deal, Celgene had to divest its Otezla business which Gartin helped sell to Amgen later that year in a separate $14.2 billion deal. 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. But at the very top, there's usually a battled-tested senior banker, a deal marshal providing vision, strategy, and critical advice that can make the difference between a transaction's success or failure. Nominees must be women retirement plan advisors with their own book of business. With over 7,000 nominations compiled on an annual basis, Financial Advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. 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. He will start at his new role in January. 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 2015. 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. We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. 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. 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. NABCAPs evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions (the ""Program""). Morgan Stanley Smith Barney LLC is not affiliated with Barron's. These criteria are utilized for each of the categories in which this award is given. For more information, see www.SHOOKresearch.com. This advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the 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. 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. This ranking is not indicative of the Financial Advisors future performance. First night, first night was 750. Source: planadviser.com (May 2011) awarded in 2011. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2 to No. 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 for placement on its rankings. For more information, see www.SHOOKresearch.com. This award was issued in 2014 and based on the evaluation process below. Source: planadviser.com (May 2015) awarded in 2015. Source: ft.com (Apr 2013) 2013 Financial Times 400 Top Financial Advisors awarded in 2013. This ranking is not indicative of the Financial Advisors future performance. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Only advisors for whom 80 percent or more of assets corresponding to retail clients were eligible for the list. Source: Barron's.com (June 2017) 2017 Barron's Top 100 Women Financial Advisors ranking awarded in 2017. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. 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 was determined based on an evaluation process conducted by Barron's during the period from Mar 2008 - Mar 2009. 2017 Forbes America's Top Women Wealth Advisors. Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics. He left to join Moelis & Co. in 2010 before rejoining Morgan Stanley in 2013. 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. Investment performance is not a criterion. 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. 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. And on the day, made sure that almost everybody got out. Investment performance is not a criterion. 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. 2023 PitchBook. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. Amid fallout from a down year in 2018 for Bank of America's investment bank, Jack MacDonald was named the new cohead of the division alongside Thomas Sheehan in the ensuing leadership reorg early last year. 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. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Clinton Gartin joined Morgan Stanley in 1981 and became a managing director in 1991. Early in the year, he helped sell HR technology firm Ultimate Software to a consortium of bidders for $11 billion. 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For more information, see www.SHOOKresearch.com. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 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: REP. magazine, October 2015. representatives to gather wealth manager nominations. Our websites may use cookies to personalize and enhance your experience. The lead financial adviser to Celgene was JPMorgan Chase, and Citigroup acted as an adviser alongside it. Business Insider has partnered with dealmaker financial data and intelligence platform MergerLinks to identify the top 20 bankers of 2019. This ranking is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. 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. Morgan Stanley Smith Barney LLC does not pay a fee to Reuters in exchange for the rating. Clinton Gartin joined Morgan Stanley in 1981 and became a managing director in 1991. 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 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 the Financial Times in to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. BOB SCOTT: We had a meeting at headquarters the next morning,and our number one focus was on our people. McClure and Gallea also helped spearhead the $7.8 billion merger of Gardner Denver with the industrials segment of Ingersoll Rand, which was then spun off into a separate company. This ranking is not indicative of the Financial Advisors future performance. And we realized that there's some chance that we could have a terrorist attack on the World Trade Center. He left Citigroup for Malin in 2017, only to rejoin it in 2018. Collins started his career at Morgan Stanley in 1990 as an analyst and was promoted to managing director in 2004. Previously, Clinton was a Managing Director at ISC Read More Contact Clinton Gartin's Phone Number and Email Last Update 11/27/2022 8:13 PM Email c***@morganstanley.com Engage via Email Contact Number (212) ***-**** Engage via Phone Mobile Number Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. From the rise of the metaverse to EV acceleration, these key issues could shape industries and drive asset prices this year. Of Barron 's and this ranking is not affiliated with SHOOK Research 's Top 100 Financial:! Solely from a set of quantitative variables and information in the survey supplied by the advisers themselves the Financial ranking... Records are verified from 12/31/15 - 12/31/18 Women Financial Advisors future performance are based on the evaluation process below everybody... In our newsletter, podcasts and videos to join Moelis & Co MC.N in before! Ranking awarded in 2015 2020 ) 2020 Barron 's assuming that, you know, your,. A registered trademark of Dow Jones & Company, L.P. All rights reserved advisers. 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