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  2. Morgan Stanley Wealth Management - Wikipedia

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

    Website. www .morganstanleyindividual .com. 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 ...

  3. James P. Gorman - Wikipedia

    en.wikipedia.org/wiki/James_P._Gorman

    2. Relatives. Katharine Williams (sister) 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.

  4. Morgan Stanley - Wikipedia

    en.wikipedia.org/wiki/Morgan_Stanley

    Morgan Stanley is a financial services corporation that, through its affiliates and subsidiaries, advises, and originates, trades, manages, and distributes capital for institutions, governments, and individuals. The company operates in three business segments: Institutional Securities, Wealth Management, and Investment Management.

  5. Barton Biggs - Wikipedia

    en.wikipedia.org/wiki/Barton_Biggs

    Founder of Morgan Stanley Investment Management, Predictor of dot-com bubble. Barton Michael Biggs (November 26, 1932 – July 14, 2012) was a money manager whose attention to emerging markets marked him as one of the world's first and foremost global investment strategists, a position he held—after inventing it in 1985—at Morgan Stanley ...

  6. Jamie Dimon - Wikipedia

    en.wikipedia.org/wiki/Jamie_Dimon

    Jamie Dimon. James Dimon ( / ˈdaɪmən /; born March 13, 1956) is an American banker and businessman who has been the chairman and chief executive officer (CEO) of JPMorgan Chase since 2006. Dimon began his career as a management consultant at Boston Consulting Group.

  7. Wealth management - Wikipedia

    en.wikipedia.org/wiki/Wealth_management

    Certain larger firms (UBS, Morgan Stanley and Merrill Lynch) have "tiered" their platforms – with separate branch systems and advisor-training programs, distinguishing "Private Wealth Management" from "Wealth Management", with the latter term denoting the same type of services but with a lower degree of customization and delivered to mass ...

  8. 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.

  9. Colm Kelleher - Wikipedia

    en.wikipedia.org/wiki/Colm_Kelleher

    Morgan Stanley (1989–2019) In 1989, Bob Diamond recruited Kelleher to join Morgan Stanley's debt markets division in London, where he focused on fixed income sales. He was the chief financial officer and co-head of strategy from 2007 to 2009, during the global financial crisis.

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