Clint Gartin: Chairman of Investment Banking: N/A: N/A: N/A: Mr. Michael A. Pizzi: . All rights reserved. BOB SCOTT: We had a meeting at headquarters the next morning,and our number one focus was on our people. Wyeth chose Morgan Stanley--where global head of investment banking Paul J. Taubman, Vice Chairman Clint Gartin and mergers-and-acquisitions managing director Susan Huang did the honors--as well . This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. 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. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. As an experienced advisory team, we take a holistic approach to wealth management. For more information on ranking methodology, go to www.WCorg.com. "Source: NABCAP: Premier Wealth Advisors, Omaha Magazine, Over 5,000 direct contacts and over 40,000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2011 Barron's Top 100 Women Financial Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. "Massachusetts decided that Apple was too risky for its citizens." On December 12, 1980, Apple Computer debuted at $22 a share. This ranking is not indicative of the Financial Advisors future performance. The firm surged back in 2019, and MacDonald, who previously served as global head of TMT banking based in Palo Alto, was responsible for two of the firm's trophies: Global Payments' $26.4 billion acquisition of Total System Services which he spearheaded with US M&A chief Kevin Brunner and Salesforce's $16.1 billion acquisition of data visualization platform Tableau. 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. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2018 Aug 2019. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Clinton Gartin joined Morgan Stanley in 1981 and became a managing director in 1991. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. 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. 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. The rating is not indicative of the Financial Advisors future performance. Many thousands of people's lives changed in that moment. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors past or 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. PHIL PURCELL:We worked with the Port Authority extensively to correct all of that. 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: Baltimore Jewish Times, Up-and-Coming Young Professionals, March 2009. This Award, sponsored by Morningstar, recognizes leadership, innovation and significant influence within the retirement industry targeting the sales, marketing and establishment of 401(k) plans. 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 the Financial Times in 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 Forbes (the publisher) during the period from 3/31/18 - 3/31/19. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). 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 quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. In June, the company paid $11.8 billion for cancer drugmaker Array Biopharma. MANDELL CRAWLEY:The debt of gratitude is it's hard to articulate. Rankings are based on the opinions of Barron's 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 women advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2023 Barron's Top 100 Institutional Consulting Teams. 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. PHIL PURCELL: People forget that the World Trade Center was bombed in 93, and it was way underreported how bad it was. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Research magazines Top-Ranked Teams in America, as identified by Research magazine, uses quantitative and qualitative criteria and selects from a pool of over 3,000 nominations. This award was issued in 2017 and based on the evaluation process below. RICHARD POWERS:We lost 13. Sigurdur Arngrimsson Executive Director Apr-2012. 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. We have the experience and agility to partner with clients from individual investors to global CEOs. Explore insights on todays most important investment topics, including green bonds, active management, cybercrime and monetizing small business. 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. 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. Investment performance is not a criterion. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2022. 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. 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, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the. Source: ft.com (Sept 2017) 2017 Financial Times 401 Top Retirement Advisors awarded in 2017. Clint Gartin is the Chairman of Investment Banking at Morgan Stanley. 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 2022. Investment performance is not a criterion. The service areas of the firm include investment banking, prime brokerage, research, institutional consulting, and private wealth management. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. For 87 years, weve had a passion for whats possible. 2020 Forbes America's Top Wealth Advisors. He left Citigroup for Malin in 2017, only to rejoin it in 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 9/30/18 - 9/30/19. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Source: napa-net.org (November 2017) awarded in 2017. Marshall Smith is the top healthcare investment banker at Goldman Sachs, a post he's held since 2013. We had already institutionalized the victims relief fund. Investment performance is not a criterion. Source: Barron's.com (June 2022) 2022 Barron's Top 100 Women Financial Advisors ranking awarded in 2022. 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. 2014 Barron's Top 1,200 Financial Advisors: State-by-State. These criteria are utilized for each of the categories in which this award is given. Part of Ramsey's haul also included a pair of Canadian deals: WestJet Airlines $3.6 billion sale to private-equity firm Onex, and the acquisition of Cineplex, Canada's largest theater chain, in December by Cineworld, the second-largest cinema operator in the world, for $2.1 billion. representatives to gather wealth manager nominations. 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. Comprehensive performance, salary and tenure analysis for the CEO, board and leadership team. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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 ranking is not indicative of the Financial Advisors future performance. 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. 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. Source: Forbes.com (Jan 2020) 2020 Forbes Best-In- State Wealth Advisors rankings awarded in 2020. 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. 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