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  2. Morgan Stanley - Wikipedia

    en.wikipedia.org/wiki/Morgan_Stanley

    Morgan Stanley. Morgan Stanley[4] is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 41 countries and more than 75,000 employees, the firm's clients include corporations, governments, institutions, and individuals. [2]

  3. Dean Witter Reynolds - Wikipedia

    en.wikipedia.org/wiki/Dean_Witter_Reynolds

    Dean Witter logo, c. 1990 Prior to its merger with Morgan Stanley, Dean Witter Reynolds was a diversified financial services organization that provided a broad range of investment and consumer credit and investment products and services.

  4. John J. Mack - Wikipedia

    en.wikipedia.org/wiki/John_J._Mack

    Senior Advisor, KKR. (2012-present) Political party. Independent. Spouse. Christy Mack. Children. 3. John J. Mack (born November 17, 1944) is a senior advisor to the investment firm Kohlberg Kravis Roberts and the former CEO and chairman of the board at Morgan Stanley, the New York –based investment bank and brokerage firm. [1][2]

  5. Morgan Stanley Wealth Management - Wikipedia

    en.wikipedia.org/wiki/Morgan_Stanley_Wealth...

    Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. On January 13, 2009, Morgan Stanley and Citigroup announced that Citigroup would sell 51% of Smith Barney to Morgan Stanley, creating Morgan Stanley Smith ...

  6. James P. Gorman - Wikipedia

    en.wikipedia.org/wiki/James_P._Gorman

    James Patrick Gorman[1] AO (born July 14, 1958) [2] is an Australian-American businessman and financier. He has been executive chairman of Morgan Stanley since 2012, and was CEO of the firm from 2010 through 2023. Before becoming CEO, he was the co-president and co-head of strategic planning at the firm. [3][4]

  7. Pension administration in the United States - Wikipedia

    en.wikipedia.org/wiki/Pension_administration_in...

    Pension administration in the United States. Pension administration in the United States is the act of performing various types of yearly service on an organizational retirement plan, such as a 401 (k), profit sharing plan, defined benefit plan, or cash balance plan. Increasingly, employers are also implementing these plan types in combination ...

  8. Who is Jonathan Bloomer, Morgan Stanley’s chairman who is ...

    www.aol.com/finance/jonathan-bloomer-morgan...

    Prior to his tenure at Morgan Stanley and Hiscox, Bloomer was the CEO of insurance company Prudential Financial; he was ousted in 2005. The timing of Bloomer’s rising up the ranks was ill-timed ...

  9. Edelman Financial Engines - Wikipedia

    en.wikipedia.org/wiki/Edelman_Financial_Engines

    US$270 billion [4] Number of employees. 1,500 [5] (2024) Website. edelmanfinancialengines.com. Edelman Financial Engines is an American financial planning and investment advisory company. As of December 31, 2023, it has more than $270 billion in assets and more than 1.3 million clients. [6][7] The company was formed by the 2018 merger of ...

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