The ranking is based lead investment bankers who orchestrated the largest M&A deals in North America in 2019. Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. For more on methodology please go to www.ft.com/reports. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. All rights reserved. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Baltimore Jewish Times in exchange for the rating. Our clients are much more than a portfolio of assets they are successful professionals, families and business owners with active lives, who seek a team of trusted advisors who will provide them with tailored and objective guidance on a full range of financial topics, using easy-to-understand language and common sense investment tactics. 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. 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. Saddam Hussein said, if you come into Iraq, then I am going to attack your high profile buildings. Business Insider has partnered withMergerLinks, 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. From the resurgence of mega-cap tech stocks to the outlook for private markets and European banks, Morgan Stanleys views differ from the consensus on key issues that could drive stock prices and shape markets in 2023. While Morgan Stanley was the lead financial adviser to Bristol-Myers Squibb, Evercore and Dyal also advised it, according to the statement announcing the deal. Alias or nickname. Source: Forbes.com (Sept 2019) 2019 Forbes America's Top Wealth Advisors ranking awarded in 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Workingmother.com (October, 2017) 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2017. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2013 Barron's Top 100 Women Financial Advisors. This exclusive conference is designed to promote best practices and generate new ideas across the industry. This ranking is not indicative of the Financial Advisors future performance. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. He enjoys educating clients on how to create and execute an effective financial plan, generate an ongoing income stream in retirement, and make more confident decisions about their wealth. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The award is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the study interviews. At Morgan Stanley, we lead with exceptional ideas. Working with you to understand your life goals and develop a personalized wealth strategy. Nominated advisors are then asked to complete an extensive survey. 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 started 2019 off with a bang, advising First Data on its merger with Fiserv, which created a $39.1 billion financial technology conglomerate. Source: ft.com (Sept 2017) 2017 Financial Times 401 Top Retirement Advisors awarded in 2017. On Wall Streets Top 100 Branch Manager Honorees. 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 ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. Source: Forbes.com (Aug 2016) 2016 Forbes America's Top Wealth Advisors ranking awarded in 2016. 2018 Financial Times 400 Top Financial Advisors. Investment performance is not a criterion. Investment performance is not a criterion. 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 Barron's and this ranking may not be representative of any one clients experience. We have the experience and agility to partner with clients from individual investors to global CEOs. 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. The rating is not indicative of the Financial Advisers future performance. 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 3/31/20 - 3/31/21. I was standing at the podium, when all of a sudden there was a loud noise and the building shook. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. To consummate the deal, Celgene had to divest its Otezla business which Gartin helped sell to Amgen later that year in a separate $14.2 billion deal. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2022. This ranking is not indicative of the Financial Advisors future performance. Nominated advisors are then asked to complete an extensive survey. ROB ROONEY:The miracle of 9/11 for our firm was the fact that the leadership team used their imaginations to understand that a terrible event causing everybody to have to get out of the tower in a hurrycouldhappen. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. "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. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. Source: planadviser.com (May 2014) awarded in 2014. For more on methodology please go to www.ft.com/reports. 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. This ranking is not indicative of the Financial Advisors future performance. REP. Magazine's Top 40 Wirehouse Advisors Under 40 2013. This ranking is not indicative of the Financial Advisors future performance. 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. 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. Investment performance is not a criterion. But what this firm did and how it responded and how it bounced back from that tragedy, the resilience it showed, the care and humanity for its people, was extraordinary. 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 2017. 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. Here are some steps you can take as the deadline approaches. He's also advised both United Technologies and Raytheon in the past, which put Citi in prime position to work on one of the largest deals of 2019. For more information, see www.SHOOKresearch.com. Source: Barron's.com (February 2013) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2013. 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. 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 paid a fee to SHOOK Research LLC for placement on its rankings. 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 was founded in 1924 and is headquartered in New York, New York. They were relentless in getting the teams to practice. Firms review and approve nominations of individuals who match the ASPPA Award criteria. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. Warning Please Upgrade Your Browser. Research Magazine's 130 Top-Ranked Advisor Teams in America. 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. This ranking is not indicative of the Financial Advisors future performance. The total value assigned to an individual is based on deals that were announced in 2019.". 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. 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. 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. Source: Barron's.com (June 2012) 2012 Barron's Top 100 Women Financial Advisors ranking awarded in 2012. Investment performance is not a criterion. The Gartins were just two of many bankers advising Bristol-Myers Squibb and Celgene, within their teams and among other investment banks involved. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2022 Aug 2021. This ranking is not indicative of the Financial Advisors future performance. . Only Financial Advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list. The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). 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. He also advised Genomic Health on its $3 billion sale to fellow diagnostics company Exact Sciences. 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. 2017 Barron's Top 100 Women Financial Advisors. Danny Moloshok/Reuters; Brendan McDermid/ Reuters; Glodman Sachs; Morgan Stanley; Ruobing Su/Business Insider, Victor Hugo/Patrick McMullan via Getty Images, Visit Business Insider's homepage for more stories, read more about the MergerLinks' methodology and criteria on their website, its surprise $26.4 billion sale to Charles Schwab, most significant and dramatic deals of the last decade, subsequently spun off into a separate company. Mr. Gartin has been involved in over $1 trillion of merger and acquisition transactions and has been involved in over 150 capital raising events. Investment performance is not a criterion. These coveted rainmakers are among the most highly compensated and fiercely fought over bankers on Wall Street. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/15. But this year, a father and son were also working on the biggest pharmaceutical acquisition of all time. This ranking is not indicative of the Financial Advisors future performance. 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. Investment performance is not a criterion. The rating may not be representative of any one clients experience and 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. We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. 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 award was issued in 2021 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 for placement on its rankings. 2017 Financial Times 401 Top Retirement Advisors. This ranking is not indicative of the Financial Advisors future performance. We also have achieved a wide array of industry designations that include Certified Financial PlannerTM, Certified . Christopher Gartin started his career at Lehman Brothers in 2007 and first joined Citigroup in 2008. 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. He has also served as the Chief Operating Officer of Morgan Stanleys Investment Banking Division and as the head of its Global Industries Group. 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. 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. 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 2019. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. representatives to gather wealth manager nominations. Source: Barron's.com (April 2015) 2015 Barron's Top 30 Institutional Consultants ranking awarded in 2015. 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. Amid fallout from a down year in 2018 for Bank of America's investment bank, Jack MacDonald was named the new cohead of the division alongside Thomas Sheehan in the ensuing leadership reorg early last year. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Its been 20 years, but we never forget. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 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. 2023 Forbes Americas Top Wealth Management Teams Source: Forbes.com (November 2023) Forbes Americas Top Wealth Management Teams ranking awarded in 2023. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Clint Gartin: Chairman of Investment Banking: N/A: N/A: N/A: Mr. Michael A. Pizzi: . 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 invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. See how you can make meaningful contributions as a student or recent graduate at Morgan Stanley. 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. 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 3/31/16 - 3/31/17. This ranking is not indicative of the Financial Advisors future performance. Source: PLANADVISER.com, March 2020 The "PLANADVISERS 2020 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. This award was issued in 2013 and based on the evaluation process below. 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 women advisors. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. Been 20 years, but we never forget among the most highly compensated and fiercely over. 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