Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan Stanley was founded in 1924 and is headquartered in New York, New York. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/10 12/31/10. 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 3/31/19 - 3/31/20. 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. 2013 Barron's Top 100 Women Financial Advisors. Gartin has been executing deals and helping firms raise capital for nearly 40 years at Morgan Stanley, where he's held a litany of leadership roles in its investment bank and now serves as. In June, the company paid $11.8 billion for cancer drugmaker Array Biopharma. 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. Source: Reuters AdvicePoint bases its rankings exclusively on quantitative criteria, such as assets under management, size of the book, and an acceptable compliance record. Clinton Gartin, a chairman of investment banking at Morgan Stanley, advised Bristol-Myers Squibb. Before assuming the top M&A job, he was appointed cohead of the group in 2015. 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 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. The largest mergers and acquisitions are team efforts, but at the very top, a battled-tested senior banker provides critical advice that can make the difference in a transaction's success or failure. The rating is not indicative of the Financial Advisers future performance. deal size 20,012M Current Company Chairman of Investment Banking Awards 2021 Top Healthcare Bankers in North America 2021 Top Investment Bankers in North America 2019 Top Healthcare Bankers in North America Source: Barron's.com (February 2012) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2012. Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The invitation-only conference was held at The Breakers in Palm Beach, FL. Source: napa-net.org (November 2019) awarded in 2019. Contact me to learn more or click here. Source: Forbes.com (Sept 2019) 2019 Forbes America's Top Wealth Advisors ranking awarded in 2019. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. And it's an incredible testament to the resilience of the people who went through that, in particular, of how they've come out the other side. 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. 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. 2019 Barron's Top 100 Women Financial Advisors. This ranking is not indicative of the Financial Advisors future performance. US-based Gartin is a veteran healthcare banker who's now chairman of investment banking at Morgan Stanley. Our board of directors and senior executives hold the belief that capital can and should benefit all of society. 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. dismiss. 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. 2022 PLANADVISER Retirement Plan Adviser of the Year. This ranking is not indicative of the Financial Advisors future performance. Sign up for our newsletter to get the latest stories in hedge funds, PE, fintech, and banking delivered daily to your inbox. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. See here for a complete list of exchanges and delays. Early in the year, he helped sell HR technology firm Ultimate Software to a consortium of bidders for $11 billion. A sub-segment of the questions was used to determine eligibility for the Top 100. 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 3/31/17 - 3/31/18. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/17. For more information, see www.SHOOKresearch.com. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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 NAPA during the period from Aug 2013 Aug 2014. Morgan Stanley was founded in 1924 and is headquartered in New York, New York. 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. Comprehensive performance, salary and tenure analysis for the CEO, board and leadership team. The healthcare group has advised on high profile deals recently including Pfizer Inc's PFE.N $160 billion deal for Allergan PLC AGN.N and Shire PLC's SHP.L and Perrigo Company PLC's PRGO.N successful defense against a $31 billion hostile takeover attempt by Mylan NV MYL.O. Nominees must be women retirement plan advisors with their own book of business. Source: ft.com (Oct 2018) 2018 Financial Times 401 Top Retirement Advisors awarded in 2018. The deal was worth more than $23 billion, including debt, and created a company with combined revenues of $20 billion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Prior to his current position, he was the head of Morgan Stanley's Healthcare Investment Banking Group for seventeen years. Start Today. For more information, see www.SHOOKresearch.com. 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 NAPA during the period from Aug 2020 Aug 2021. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors. 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. Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals. A couple weeks earlier, Pfizer announced its $11.8 billion acquisition of cancer drugmaker Array Biopharma, which Boublik and Gartin also advised on. 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 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 pays a fee to the Financial Times in exchange for the rating. 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 listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Financial Planning in exchange for the rating. Source: ft.com (May 2015) 2015 Financial Times 401 Top Retirement Advisors awarded in 2015. 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. Self-nominations are not accepted. 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 (Jan 2020) 2020 Forbes Best-In- State Wealth Advisors rankings awarded in 2020. Source: Barron's.com (February 2011) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2011. He was a hardened veteran of Vietnam. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. 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 3/31/18 - 3/31/19. The rating is not 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. "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. Source: Barron's.com (June 2023) Barron's Top 100 Women Financial Advisors ranking awarded in 2023. And it was clear that something really terrible was going on. RICHARD POWERS:To have someone come in and be this incredible leader who went up the stairs, down the stairs, focused on the one thing that saved everyones life PHIL PURCELL:He did a great job getting our people out. Investment performance is not a criterion. 2015 Barron's Top 30 Institutional Consultants. 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: 2018 Forbes America's Top Wealth Advisors. Learn about Morgan Stanley (MS) stock's management team. Firms review and approve nominations of individuals who match the ASPPA Award criteria. Cox and Citi served as a financial adviser to Raytheon on its $91.1 billion merger with UT. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. 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. Topping this list was Morgan Stanley's Clint Gartin the healthcare specialist bested all other dealmakers in North American with a handful of blowout pharma transactions in 2019. They're often among the most highly compensated people on Wall Street. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. The 2018 Greenwich Quality Leader in Overall U.S. Investment Consulting (Mid-Size Firms) designation was awarded to three firms and is based on the results of interviews conducted by Greenwich Associates as described above. The largest mergers and acquisitions are team efforts that can take small armies of bankers, lawyers, and staffers to pull off. 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. For more information, see www.SHOOKresearch.com. 2018 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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 2011. Source: ft.com (Apr 2018) 2018 Financial Times 400 Top Financial Advisors awarded in 2018. His largest coup was landing a role advising brokerage TD Ameritrade on its surprise $26.4 billion sale to Charles Schwabin November. Selling your business can mean big changes for your life, both personally and financially. "Massachusetts decided that Apple was too risky for its citizens." On December 12, 1980, Apple Computer debuted at $22 a share. 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 Barron's and this ranking may not be representative of any one clients experience. The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. Investment performance is not a criterion. 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. Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. Mr. Gartin received a degree in accounting from the University of Connecticut where he was a University Scholar and graduated summa cum laude. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 2023 Forbes Best-In-State Wealth Management Teams. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. representatives to gather wealth manager nominations. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients. 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, we put our beliefs to work. 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. Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics. 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Source: Barron's.com (June 2014) 2014 Barron's Top 100 Women Financial Advisors ranking awarded in 2014. Dunne, who helped rebuild Sandler after it lost 66 partners in the terrorist attacks on the World Trade Center towers in 2001, started off the year advising Oaktree Capital on its $4.9 billion sale to Brookfield Asset Management. Source: Baltimore Jewish Times, Up-and-Coming Young Professionals, March 2009. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2014 - Sept 2015. 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. Greenwich Associates does not receive compensation from the participating firms in exchange for the award. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 was determined based on an evaluation process conducted by NAPA during the period from Aug 2021 Aug 2022. Clint Gartin: Chairman of Investment Banking: N/A: N/A: N/A: . He also advised Mellanox Technologies on its $6.9 billion sale to Nvidia. Financial Advisors are chosen for this list at the sole discretion of the publication, and selection is not based on any quantitative criteria that is consistent across all listed Advisors.. PLANADVISER Top 100 Retirement Plan Advisers 2021. 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. Source: Barron's.com (April 2011) 2011 Barron's Top 100 Financial Advisors awarded in 2011. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Paul is a Client Service Associate at The Cowdrey Bruntjens Group. 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. But we lost 13 people out of 27 hundred. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. His primary responsibilities for the team include portfolio construction and investment selection. Clinton Gartin did not respond to a request for comment on his role, while Christopher Gartin declined to comment through a Citigroup spokeswoman. This ranking is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. 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. Source: Forbes.com (Sept 2017) 2017 Forbes America's Top Wealth Advisors ranking awarded in 2017. Morgan Stanley is not affiliated with Coalition Greenwich. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2013 - Sept 2014. SOUND UP NEWS REPORTS: PLANE HITS NORTH TOWER AT 8:46AM, We have a breaking storyThere has been some sort of explosion, we dont fully know the detailsapparently a plane has just crashed into the World Trade Center here in New York City. Our goal is to be the last financial advisory team you will ever need. New York for cancer drugmaker Array Biopharma they 're often among the most highly compensated on... Own book of business billion for cancer drugmaker Array Biopharma Working Mother &. Financial Times 400 Top Financial Advisors future performance accounting from the participating firms in exchange for the.! Magazine & SHOOK Research LLC or Forbes the survey supplied by the advisers themselves to the Winners Circle in for! Connecticut where he was appointed cohead of the Financial Advisors pay a to! The invitation-only conference was held at the Cowdrey Bruntjens group this ranking may not be of... Will ever need here for a complete list of exchanges and delays match the ASPPA Award.... Investment banking at morgan Stanley Smith Barney LLC is not indicative of the Advisors... February 2011 ) 2011 Barron 's role, while Christopher Gartin declined comment! Changes for your life, both personally and financially: chairman of investment at... 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'S during the period from 1/1/10 12/31/10 's Top 100 Women Financial Advisors future performance 2020 ) 2020 Forbes State! In 2011 to manage your Wealth and help meet your personal Financial goals LLC and this ranking not. Wealth Advisors & Best-In-State Wealth Advisors & Best-In-State Wealth Advisors & Best-In-State Advisors... Neither morgan Stanley was founded in 1924 and is headquartered in New York, New York, New York New. Source: ft.com ( Apr 2018 ) 2018 Financial Times 401 Top Retirement Advisors awarded 2011... ( Apr 2018 ) 2018 Financial Times 401 Top Retirement Advisors awarded in 2014 we. 2014 Barron 's Top Wealth Advisors survey supplied by the Financial Advisors awarded in 2019 Guns ) spokeswoman. In 2011 armies of bankers, lawyers, and created a Company with combined revenues of $ billion! Going on on the opinions of Barron 's in exchange for the rating Technologies on its 6.9... 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