Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. For more information, see www.SHOOKresearch.com. Source: ft.com (Mar 2016) 2016 Financial Times 400 Top Financial Advisors awarded in 2016. BOB SCOTT: We had a meeting at headquarters the next morning,and our number one focus was on our people. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 2017 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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 individual advisor team/offices with a defined contribution book of business, in a single physical location. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. Alias or nickname. All Rights Reserved. Finalists are entitled to receive paid airfare, conference registration, and three nights hotel accommodations to The ASPPA 401(k) SUMMIT. Learn More. 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 because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. That has kept the top M&A chiefs especially busy, and has created lucrative paydays for them and their firms. Nominees must be women retirement plan advisors with their own book of business. This award was issued in 2022 and based on the evaluation process below. Bradley Holman is a Private Banker serving Morgan Stanleys Wealth Management offices in Michigan. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 1997. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Only Financial Advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list. Discover how our goals-based planning process takes into account all of your financial needs to deliver a customized plan. Get the full list, Youre viewing 10 of 671 services on a deal sell side. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: napa-net.org (November 2018) awarded in 2018. 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. 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. Investment performance is not a criterion. For more on methodology please go to www.ft.com/reports. This ranking is not indicative of the Financial Advisors future performance. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. This ranking 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Source: planadviser.com (May 2015) awarded in 2015. Barron's Top Women Advisors Summit Attendees 2016. as well as other partner offers and accept our. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. This ranking is not indicative of the Financial Advisors future performance. This award was issued in 2012 and based on the evaluation process below. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. 2018 Financial Times 401 Top Retirement Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2015 - Sept 2016. Research Magazines Top-Ranked Teams in America. For more on methodology please go to www.ft.com/reports. He's worked on more than $1 trillion of merger and acquisition transactions,. Selling your business can mean big changes for your life, both personally and financially. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Financial Plannings Top 40 Under 40 2022. 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. For more information, see www.SHOOKresearch.com. Source: Barron's.com (April 2019) 2019 Barron's Top 100 Financial Advisors awarded in 2019. 02/27/2023. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This award was issued in 2017 and based on the evaluation process below. 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 rating is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. Working closely with you to guide your wealth and investments through the most challenging market cycles. 2023 Barron's Top 100 Institutional Consulting Teams. 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. 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? And eventually it was down to 13. Know how to make the most of your windfall. All rights reserved. PACIFIC INVESTMENT MANAGEMENT CO The bond investing firm on Monday named two former central bank chiefs and a former. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. They were relentless in getting the teams to practice. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 3 spot on the rainmaker list, thanks in part to his role in orchestrating the largest healthcare deal of all-time Bristol-Myers Squibb's $92.2 billion acquisition of Celgene. This ranking is not indicative of the Financial Advisors future performance. Regret makes us human. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2022 Barron's Top 1,200 Financial Advisors: State-by-State. Corporate Governance. For more on methodology please go to www.ft.com/reports. Source: planadviser.com (May 2022) awarded in 2022. 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. This story was originally published February 14, 2020. Christopher Gartin, a director in the healthcare investment banking team at Citigroup,. He is a partner at The Cowdrey Bruntjens Group and brings significant knowledge to the team with his vast array of industry and firm credentials and prior experience. 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 is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. For more information on ranking methodology, go to, Source: Worth magazines Top 250 Wealth Advisors, bases its rankings on qualitative criteria that include: professional designations and educational credentials, professional experience, acceptable compliance records, outlook on the investment climate, model portfolio returns and client retention rate. Barron's Top Women Advisors Summit Attendees 2017-2019. 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. MANDELL CRAWLEY:But Rick Rescorla, he instinctively knew that we were under attack and to ignore the guidance that was coming from the Port Authority. Greenwich Associates 2018 Quality Leader Award. 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 SHOOK Research LLC to obtain or use the ranking. "Around the office they had these tombstones that read 'Banned in Boston,'" he says. 2018 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Contact our team to learn more or click here for more details. 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. 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. 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. 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. Paul Taubman founded his eponymously named boutique investment bank in 2014, following a 30-year run at Morgan Stanley, where he left as co-president of Institutional Securities. This ranking is not indicative of the Financial Advisors future performance. Nominated advisors are then asked to complete an extensive survey. Mr. 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. 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 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 3/31/16 - 3/31/17. 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. Clinton Gartin joined Morgan Stanley in 1981 and became a managing director in 1991. This ranking is not indicative of the Financial Advisors future performance. On the morning of September 11, 2001, terrorists hijacked four commercial airplanes, flying two into the World Trade Center, one into the Pentagon and the last, by the heroic resistance of passengers, into a field near Shankville, Penn. This ranking is not indicative of the Financial Advisors future performance. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 2016 Barron's Top 1,200 Financial Advisors: State-by-State. This ranking 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. These criteria are utilized for each of the categories in which this award is given. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State Source: Forbes.com (August 2023) Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2023. Goldman Sachs used to bring in partners from the outside only sparingly. 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. 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. Our partnership with various local and national organizations supports important initiatives and causes -- from helping children and to supporting local food banks and religious organizations. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Eligibility & terms apply. Investment performance is not a criterion. Our goal is to be the last financial advisory team you will ever need. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2022 - Mar 2023. We have the experience and agility to partner with clients from individual investors to global CEOs. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Clint Gartin: Chairman of Investment Banking: N/A: N/A: N/A: Mr. Michael A. Pizzi: Head of U.S. Banks & Head of Technology: N/A: N/A: 1975: . 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. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. He has an extensive understanding of asset/liability management to help clients get the most out of their investments. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. 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. 2018 Forbes Top 1,000 Next Gen Wealth Advisors. Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. 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. Financial Times Top 401 Retirement Plan Advisors 2018. For more information, see www.SHOOKresearch.com. Source: Workingmother.com (October, 2019) 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2019. The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. 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. This ranking is not indicative of the Financial Advisors future performance. A couple months later, he advised Total System Services during its sale to Global Payments for $26.4 billion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. 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. Investment performance is not a criterion. Investment performance is not a criterion. The invitation-only conference was held virtually. Alongside many other companies who had offices in the World Trade Center, Morgan Stanley suffered personal losses that day. Source: Barron's.com (June 2023) Barron's Top 100 Women Financial Advisors ranking awarded in 2023. 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. 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. The award is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the study interviews. Source: Barron's.com (March 2019) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2019. You have several choices for what to do with your qualified retirement plan when you leave a job. This ranking is not indicative of the Financial Advisors future performance. I watched the second plane bank and fly right into the south tower. 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 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. 2017 Forbes America's Top Women Wealth Advisors. With over 7,000 nominations compiled on an annual basis, Financial Advisor teams are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Christopher Gartin, a director in the healthcare investment banking team at Citigroup, advised Celgene, according to people familiar with the deal. 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. Investment performance is not a criterion. As a well-established family wealth management practice, we understand the importance of family and the need for financial security. Investment performance is not a criterion. Source: ft.com (Apr 2013) 2013 Financial Times 400 Top Financial Advisors awarded in 2013. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/15. Clinton Gartin Clint Gartin. 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 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. Nominees must be women retirement plan advisors with their own book of business. 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. 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. 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 PLANADVISER or ISS Media to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2021 Aug 2022. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. We lead with exceptional ideas, prioritize diversity and inclusion and find meaningful ways to give backall to contribute to a future that benefits our clients and communities. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. This ranking is not indicative of the Financial Advisors future performance. 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. 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. 401kWire's 300 Most Influential DC Advisors 2011. 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. REP. Magazine's Top 40 Wirehouse Advisors Under 40 2013. 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. 2016 Financial Times 400 Top Financial Advisors. 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. 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. 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Weinberger has spent almost all of his career, apart from a one-year detour with Lazard in the late 1990s, at Credit Suisse. 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. Clinton Gartin did not respond to a request for comment on his role, while Christopher Gartin declined to comment through a Citigroup spokeswoman. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. This ranking 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.
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