December 25, 2014 9:50 AM ET

Capital Markets

Company Overview of Morgan Stanley Smith Barney LLC

Company Overview

Morgan Stanley Smith Barney LLC is a boutique investment banking firm that offers financial advisory services. The firm offers security trading, account monitoring, financial consulting, and transaction management and advisory services. Additionally, it provides strategy development and financial planning services. Morgan Stanley Smith Barney LLC is headquartered in Purchase, New York. Morgan Stanley Smith Barney LLC operates as a subsidiary of Morgan Stanley Smith Barney Holdings LLC.

2000 Westchester Avenue

Purchase, NY 10577-2530

United States

Founded in 2009

Phone:

914-225-1000

Fax:

914-225-6770

Key Executives for Morgan Stanley Smith Barney LLC

President
Age: 51
Chief Operating Officer
Age: 49
Chief Executive of Australian Wealth Management Business
President of International Wealth Management Business
Head of Investment Products
Compensation as of Fiscal Year 2014.

Morgan Stanley Smith Barney LLC Key Developments

Morgan Stanley Wealth Management Forms Global Sports & Entertainment Division; Drew Hawkins Leads Global Sports & Entertainment Division

Morgan Stanley Wealth Management announced the launch of Global Sports & Entertainment, a new division that will serve the unique needs of veteran and emerging talent and their advisors in the sports and entertainment industries. An inaugural group of Financial Advisors across the country has been chosen for their experience working with athletes, entertainers, directors, writers, producers, owners, agents and business managers. These Financial Advisors recently completed an education program, attaining the title of Sports & Entertainment Director. They provide sports and entertainment professionals with access to customized resources and programs, including asset and liability management, philanthropic and lifestyle advisory services, family governance and advanced financial planning, insurance, investment banking and private equity solutions. Global Sports & Entertainment is led by Drew Hawkins, a managing director and veteran executive who served most recently as a Wealth Management Regional Director.

Morgan Stanley Smith Barney LLC Presents at The 6th Annual FundForum USA, Oct-29-2014 09:00 AM

Morgan Stanley Smith Barney LLC Presents at The 6th Annual FundForum USA, Oct-29-2014 09:00 AM. Venue: Mandarin Oriental Boston, Boston, United States. Speakers: Jonathan Mackay, Fixed Income Strategist.

Morgan Stanley Smith Barney LLC Presents at The CEF & ETF Investment Strategies Conference, Oct-29-2014

Morgan Stanley Smith Barney LLC Presents at The CEF & ETF Investment Strategies Conference, Oct-29-2014 . Venue: New York Hilton, United States.

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Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
November 9, 2014
Portugal Telecom, SGPS S.A.
 

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