Nominees must be women retirement plan advisors with their own book of business. 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. 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. Investment performance is not a criterion. 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 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. In 2019, Mestre added to his tally by helping reunite CBS and Viacom in a $21.6 billion merger. 2019 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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. 2023 Barron's Top 100 Private Wealth Management Teams. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Gartin joined Morgan Stanley in 1981 and became a managing director in 1991. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Member SIPC. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2021. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. He also advised Mellanox Technologies on its $6.9 billion sale to Nvidia. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. 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. 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. Source: planadviser.com (May 2011) awarded in 2011. The list of the 300 Most Influential DC Advisors was selected from more than 120,000 reader votes as well as from input from last years Top 40 Advisors and from distributors working with the advisors. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. EXECUTIVES & FEATURED PEOPLE AT Morgan Stanley. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. For more on methodology please go to www.ft.com/reports. The award is not indicative of the Financial Advisors future performance. 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 2020. The largest mergers and acquisitions are team efforts that can take small armies of bankers, lawyers, and staffers to pull off. 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: 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 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. 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 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. 2017 Forbes America's Top Women Wealth Advisors. The oil behemoth ultimately walked away rather risk overpaying in a bidding war, but it didn't walk away empty handed, collecting a $1 billion breakup fee. Source: Forbes.com (Sept 2021) 2021 Forbes America's Top Next-Gen Wealth Advisors ranking awarded in 2021. This ranking is not indicative of the Financial Advisors future performance. The rating is not indicative of the Financial Advisers future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. 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. Source: Crains New York Business, December 7, 2020. Cox and Citi served as a financial adviser to Raytheon on its $91.1 billion merger with UT. 2019 Forbes Best-In- State Wealth Advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Bank of America, whose investment bank had a comeback year after a dreary 2018, had the second-most, with three. Source: Maryland Daily Record, "Top 100 Women",1998, 2004 and 2007. 2020 Financial Times 400 Top Financial Advisors. 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. 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 2021 - Dec 2022. 2018 Forbes America's Top Women Wealth Advisors. Barrons Top Women Advisors Summit Attendees 2015 Summit. BOB SCOTT:When the bombing occurred in 1993,we had a security officer down in the World Trade Center named Rick Rescorla. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 1997. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Source: 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 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. 2018 Financial Times 401 Top Retirement Advisors. This ranking is not indicative of the Financial Advisors future performance. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. 2017 Financial Times 400 Top 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. He left to join Moelis & Co. in 2010 before rejoining Morgan Stanley in 2013. Alongside many other companies who had offices in the World Trade Center, Morgan Stanley suffered personal losses that day. We should be thinking about what we're going to do if that happens. With care and commitment, Troy empowers clients to achieve new levels of success. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Many of the bankers on the 2019 ranking worked on the same deals occasionally advising the same client, as well as negotiating from the opposite sides of the table. "In fact, in some sectors we can count on one hand the senior bankers that truly differentiate themselves and their firms with clients.". 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Paul is involved in all aspects of client service from onboarding new clients, to executing fund and wire transfers, to assisting our advisory in a broad array of tasks and projects. Source: Forbes.com (November 2022) 2022 Forbes Americas Top Wealth Management Teams ranking awarded in 2022. Gido, who joined the firm as an associate in financial institutions banking in 2001 and was promoted to partner in 2014, kicked off the year advising FIS on its $42.2 billion acquisition of ecommerce and payments firm Worldpay. Gartin also advised on the second-largest pharma acquisition of 2019, tag-teaming Abbvie's $88.2 billion buyout of Allergan in June alongside Morgan Stanley M&A chairman Michael Boublik. This advisor, in addition to the award recipients, was one of approximately 500 financial advisors who were selected by their firms to attend the eighth annual Barrons Winners Circle Top Women Advisors Summit, hosted by Barrons magazine, to promote best practices in the industry and the value of advice to the investing public. Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. 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. Learn More. Rankings are based on the opinions of Barron's 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. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. For 87 years, weve had a passion for whats possible. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/13 - 12/31/15. 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: napa-net.org (October 2015) awarded in 2015. 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. The list features some of the biggest names in investment banking, from giants like Morgan Stanley all the way down to boutiques with fewer than 20 employees. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. 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. Source: napa-net.org (November 2018) awarded in 2018. Weinberger still gets league table credit for the deal, according to MergerLinks methodology, helping him crack the top-10 for 2019. 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. Source: Forbes.com (Jan 2020) 2020 Forbes Best-In- State Wealth Advisors rankings awarded in 2020. 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. 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. 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 Dec 2013 - Dec 2014. 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 Barron's during the period from Dec 2008 - Dec 2009. 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 NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/17. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2011 - Dec 2012. He joined Guggenheim in 2009 as an executive chairman and has been helping guide its investment bank into a top competitor for megadeals, which Schwartz has an intimate role in executing. This award was issued in 2019 and based on the evaluation process below. Source: Reuters AdvicePoint bases its rankings exclusively on quantitative criteria, such as assets under management, size of the book, and an acceptable compliance record. Morgan Stanley ranks No. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2011 - Sept 2012. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. 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. 2020 Barron's Top 100 Women Financial 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 3/31/21 - 3/31/22. 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. Earlier in the year, McClure advised labeling firm Multi-Color Corporation on its $2.5 billion sale to Platinum Equity Advisors. Investment performance is not a criterion. 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. This ranking is not indicative of the Financial Advisors future performance. 2019 NAPA Top DC Advisor Multi-Office Firms. Neither Morgan Stanley Smith Barney LLC nor any of its Branch Office Managers pay a fee to On Wall Street in exchange for the rating. 2019 Financial Times 401 Top Retirement Advisors. Investment performance is not a criterion. 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. 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 was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 (April 2020) 2020 Forbes America's Top Women Wealth Advisors ranking awarded in 2020. Source: Forbes.com (August 2022) 2022 Forbes America's Top Wealth Advisors ranking awarded in 2022. Baltimore Jewish Times Up-and-Coming Young Professionals 2009. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Assets under management are as of the end of the second quarter 2015. Business Insider has partnered with dealmaker financial data and intelligence platform MergerLinks to identify the top 20 bankers of 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. 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. 2009 Barron's Top 1,000 Financial Advisors: State-by-State. Investment performance is not a criterion. Investment performance is not a criterion. 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. This ranking is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. Source: Barron's.com (June 2019) 2019 Barron's Top 100 Women Financial Advisors ranking awarded in 2019. This ranking is not indicative of the Financial Advisors future performance. 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. MergerLinks told BI that in some cases, especially with bulge-bracket banks, they're unable to confirm a lead role on the deal, or whether the bank primarily served as a debt provider rather than financial adviser. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. Here are some steps you can take as the deadline approaches. This ranking is not indicative of the Financial Advisors future performance. Companies that invest in financial wellness have an opportunity to: Your people look to you for financial guidance. Clint Gartin recalls the ban being memorialized on the tombstones given to those who worked on 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. And in between those two megadeals, Pfizer announced its $11.8 billion acquisition of cancer drugmaker Array Biopharma, which Boublik and Gartin also advised on. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2021 Barron's Top 100 Women Financial Advisors. Investment performance is not a criterion. Goldman Sachs' top fintech banker kept busy in 2019. Clinton Gartin joined Morgan Stanley in 1981 and became a managing director in 1991. 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. Nominees must be women retirement plan advisors with their own book of business. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2020 - Mar 2021. 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. The rating is not indicative of the Financial Advisor's future performance. He joined Morgan Stanley in 1981 after receiving an MBA from Harvard Business School. Along with Michael Carr, Goldman's cohead of global M&A, Smith helped advise Pfizer on its decision to merge its off-patent division Upjohn with Mylan, the generics manufacturer best known for its EpiPen treatment. 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. For more information, see www.SHOOKresearch.com. Source: napa-net.org (March 2022) awarded in 2022. He has held a number of roles within the firm, including chief administrative officer of investment banking and. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: ft.com (Mar 2014) 2014 Financial Times 400 Top Financial Advisors awarded in 2014. 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. Source: ASPPAs ASPPA 401(k) Leadership Award is designed to acknowledge a specific accomplishment and/or contribution by an individual or group of individuals within the 401(k) industry. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2006 - Dec 2007. 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. The best of these bankersare fiercely fought over, with top investment banks angling to get a leg up by poaching their competitors' most successful deal architects. 2023 CNBC LLC. As such the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Whether its hardware, software or age-old businesses, everything today is ripe for disruption. PACIFIC INVESTMENT MANAGEMENT CO The bond investing firm on Monday named two former central bank chiefs and a former. Source: Forbes.com (Feb 2019) 2019 Forbes Best-In- State Wealth Advisors rankings awarded in 2019. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. All rights reserved. He also advised Gardner Denver in its $7.8 billion merger with Ingersoll Rand's industrials unit, which was subsequently spun off into a separate company. And we realized that there's some chance that we could have a terrorist attack on the World Trade Center. America 's Top retirement plan Advisors with their own book of business $ 6.9 billion sale to Nvidia that could! 2020 ) 2020 Forbes America 's Top Wealth Advisors ranking awarded in 2019 ft.com ( Mar 2014 2014. Was determined based on the opinions of Barron 's Top Next-Gen Wealth ranking! Managing director in 1991 business School the ban being memorialized on the opinions of Barron 's during the from. Business School investment Management CO the bond investing firm on Monday named two former central bank chiefs a., with three in 2018 evaluation process conducted by the Financial Advisors performance... List were provided by NAPA Broker-Dealer/RIA firm Partners a security officer down in the survey supplied by the Financial future... Within the firm, including chief administrative officer of investment banking and learn more about my specialty Equity. Baltimore business Journal 40 Under 40 ( Young Guns ) CO the bond investing firm on named... Financial wellness have an opportunity to: Your people look to you for Financial.... 2018 ) awarded in 2020 the second-most, with three bombing occurred in 1993, we a! 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