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Solium Capital, now known as Shareworks by Morgan Stanley, is a Software-as-a-Service ( SaaS) company headquartered in Calgary, Alberta, Canada. [1] It is best known for Shareworks, software used by public and private companies to manage their employee stock options and/or cap tables. It also does 409A valuations (see Internal Revenue Code ...

The first half of 2022 has not been kind to the classic 60/40 portfolio, but investment bank Morgan Stanley says there are still compelling reasons to consider this asset allocation. Part of the ...

Columbia University ( MBA) Title. Chairman and CEO of Morgan Stanley. Children. 2. James Patrick Gorman [1] AO (born 14 July 1958) is an Australian-American financier who is the chairman and chief executive officer of Morgan Stanley. [2] He was formerly Co-President and Co-Head of Strategic Planning at the firm. [3] [4]

It is perfectly fine for you to be the only person with access to your account. As the sole account holder, only you will be able to access, view and manage your funds. Giving access to another ...