Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. 2016 PLANSPONSOR Retirement Plan Adviser of the Year. Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources. 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. On Wall Streets Top 100 Branch Manager Honorees. The process of investing in a number of different types of investments to reduce the risk of poor performance by any one type of investment having a big impact on overall portfolio results. Measures the performance of those Russell Mid cap companies with higher price-to-book ratios and higher forecasted growth values. 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. Wealth Management Global Investment Office, Managing Director, Private Wealth Management, Global Sports and Entertainment Associate, Director of Business Strategy, Private Wealth Management, Assistant Vice President, Wealth Management Analyst, Institution, Government Entity, Foundation or Endowment, LISTEN | Passion Assets: Investing in Art, Funding Climate Action: Pathways for Philanthropy, Women, Wealth and InvestingA Story of Evolution, about Wealth Management for Athletes and Entertainers, Money Tips for Celebrities Doing Business Abroad, Assessing the Impact of Your Financial Wellness Program, Help Improve Your After-Tax Returns with Tax Management Services, Learn more about my specialty in Equity Compensation, www.worth.com/Editorial/Wealth-Management/Advisors/subarticles/Taking-the-Measure-of-Your-Managers-The-Top-100-Methodology.asp, Manage investments with an unwavering focus on your financial strategy and personal goals, Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy, Simplify financial complexity to help you achieve clarity and control, Comprising 28% of the Barrons Top 100 Financial Advisors list for 2022, Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Participants attended workshops, 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. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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 3/31/22 - 3/31/23. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 3/31/17 - 3/31/18. This ranking is not indicative of the Financial Advisors future performance. 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. Some of these countries include: Argentina, Greece, India, Malaysia, Portugal, and Turkey. A summary of an individuals or institutions investment objectives that serves as a guide for many investment decisions. Constituents are reviewed on a monthly basis and companies are added or deleted based on a variety of corporate actions, such as mergers, acquisitions, initial public offerings, etc. This ranking was determined through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2019. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. Barron's Top Women Advisors Summit Attendees 2016. 2022 Morgan Stanley Smith Barney LLC. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. With over 30 years of global investment experience, Morgan Stanley Investment Management (MSIM) offers its clients the personalized attention and service of a boutique, the intelligence and creativity of some of the brightest professionals in the industry and the global resources of Morgan Stanley. Devon Baranski - Managing Director - Morgan Stanley Private Wealth Rankings are based on the opinions of SHOOK Research LLC 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. America's Top Wealth Advisors 2023 - Forbes 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 Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. Earnings per share; a companys net income divided by the total number of outstanding shares. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firms most affluent clients, including some of the worlds most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Types of industries represented by the stocks held by the fund. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. Coalition Greenwich is a division of CRISIL. Measures the performance of those Russell 1000 companies with higher price-to-book ratios and higher forecasted growth values. 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 return on an investment minus the effects of inflation. Investments in short-term debt obligations issued by governments, banks and corporations. Earnings estimates are obtained from I/B/E/S, a database of analysts estimates of future earnings for publicly traded companies. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. 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. Investment managers must be registered with the Securities and Exchange Commission and/or with the state where they do business. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. While not strictly defined, include countries that (1) possess a per capita Gross Domestic Product substantially below the average for Developed Markets; (2) hold substantially greater government-imposed barriers to foreign investment; and (3) may have lax regulatory environments. 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. 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 PLANADVISER or ISS Media to obtain or use the ranking. Firms review and approve nominations of individuals who match the ASPPA Award criteria. 2022 NAPA's Top Retirement Plan Advisors Under 40 (Aces). Source: Barron's.com (March 2021) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2021. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley Private Wealth Management Stanford University Websites About Areas of focus: Investments | Alternative Investments Activity The KLT Team is proud to have been named one of. A measure of the likelihood that a company will be able to make interest and principal payments on its bonds or other debt securities. 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. Executive Director, Private Wealth Management, Private Wealth Advisor Email Me Direct: (310) 788-2136 Location 1999 Ave Of The Stars Suite 2400 Los Angeles, CA 90067 Email Me Welcome Your equity compensation can play a significant role in your overall financial picture. Source: napa-net.org (November 2017) awarded in 2017. 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: Forbes.com (Feb 2021) 2021 Forbes Best-In- State Wealth Advisors rankings awarded in 2021. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. It is calculated by dividing the funds standard deviation by the standard deviation of the market performance times the correlation of the fund and market performance. 2020 Forbes America's Top Wealth Advisors. Source: Barron's.com (June 2008) 2008 Barron's Top 100 Women Financial Advisors ranking awarded in 2008. Source: napa-net.org (March 2019) awarded in 2019. Investment performance is not a criterion. The award is not indicative of participating firms nor their financial advisors past or future performance and may not be representative of any one client's experience because the results represent an average of all experiences of responding clients only. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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. For many fixed income securities, it represents the amount that must be repaid by the borrower upon maturity. 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. Nominees must be women retirement plan advisors with their own book of 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 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. Compares the size of the companies whose stocks are held by the mutual fund to the size of the companies that comprise the funds benchmark. Using Standard Deviation and returns in excess of the returns of T-bills, it determines reward per unit of risk. Source: Forbes.com (July 2020) 2020 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2020. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2010 - Sept 2011. Creation of Customized Strategic Asset Allocation. 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 Government Index includes treasuries and agencies.
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