morgan stanley (MS:New York)

Executive Profile*

Background*

Mr. James P. Gorman has been the Chief Executive Officer and President of Morgan Stanley since January 1, 2010 and has been its Chairman since January 1, 2012. Mr. Gorman served as the Co-President of Morgan Stanley from December 2007 to January 1, 2010 and also served as its Co-Head of Strategic Planning from October 2007 to December 2009. He served as the Co-President of Morgan Stanley Global Wealth Management Group. Mr. Gorman served as the President and Chief Operating ... Officer, Individual Investor Group (Retail Brokerage) of Morgan Stanley since February 2006. He served as the Head of National Sales of Morgan Stanley since March 2006. He served as the President and Chief Operating Officer of Global Wealth Management at Morgan Stanley from February 2006 to April 2008. He served as a Head of Acquisitions, Strategy and Research of BofA Merrill Lynch (formerly Merrill Lynch & Co., Inc.) from June 2, 2005 to February 2006. He served as Executive Vice President of BofA Merrill Lynch from July 1999 to February 2006. Mr. Gorman joined Merrill Lynch in July 1999 and served as the President of Global Private Client since September 2001. He served as Head of U.S. Private Client Relationship Group at Merrill Lynch from May 2000 to September 2001 and as its Chief Marketing Officer from July 1999 to May 2000. Prior to joining Merrill Lynch, he was a Senior Partner, Financial Institutions Practice of McKinsey & Company, Inc. from 1997 to July 1999 and Partner, Financial Institutions Practice of McKinsey & Company, Inc. from 1992 to 1997. Mr. Gorman served as President of the U.S. Private Client Group (USPC) from 2001 to 2002. Prior to joining McKinsey, he was an attorney in Melbourne, Australia. He has been Chairman of Morgan Stanley Smith Barney, LLC since June 2009. Mr. Gorman served as Co-Chairman and Member of Diversity Employee Advisory Council at BofA Merrill Lynch (formerly Merill Lynch & Co. Inc.,) from May 11, 2005 to February 2006. He served as Chairman of the Board of Securities Industry and Financial Markets Association. He serves as a Director of the Partnership for New York City, Inc., Visa U.S.A., Inc. He serves as a Trustee of Columbia Business School and of the Spence and St. Bernard's schools in New York City. He has been a Director of Morgan Stanley since January 2010. He served as a Director of MSCI Inc. from November 2007 to September 2009 and served as its Lead Director until September 2009. He serves on the Board of Overseers of the Columbia Business School and the Business Council, and is a board member of Institute of International Finance, as well as a member of the Financial Services Forum. He served as a Director of Securities Industry Association and was also a Member of the Financial Services Business Roundtable. He served as a Director of Securities Industry and Financial Markets Association. He served as a Director of Graham-Windham, a New York City non-profit child-welfare agency, and formerly chaired its board, from 1994 to 2002. He is a Co-Chair of the Metropolitan Museum of Art's Business Committee. Mr. Gorman earned a Bachelor of Arts and Law degree from the University of Melbourne, and an MBA from Columbia University in New York.

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