Source: Forbes.com (August 2022) 2022 Forbes America's Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2022. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FTs research. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. For more information, see www.SHOOKresearch.com. For more information, see www.SHOOKresearch.com. MORGAN STANLEY annual reports of executive compensation and pay are most commonly found in the Def 14a documents. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2012 - Mar 2013. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Research in exchange for the rating. Source: PLANADVISER.com, January/February 2018. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. "Source: NABCAP: Premier Wealth Advisors, Omaha Magazine, Over 5,000 direct contacts and over 40,000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This award does not evaluate the quality of services provided to clients and is not indicative of the teams future performance. Of those nominated, Financial Planning bases its rankings on quantitative and qualitative criteria. Source: PLANADVISER.com, October 2015, The 2015 PLANADVISER Retirement Plan Team of the Year. Coalition Greenwich is a division of CRISIL. 2017 Barron's Top 1,200 Financial Advisors: State-by-State. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. 2018 Barron's Top 1,200 Financial Advisors: State-by-State. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. The rating is not indicative of the Financial Advisors future performance. NAPAs Top DC Advisor Firms recognizes firms, teams or offices for their defined contribution (DC) practice specifically. At Morgan Stanley, we lead with exceptional ideas. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. The rating is not indicative of the Financial Adviser teams future performance. The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world. This award was issued in 2014 and based on the evaluation process below. MORGAN STANLEY & CO. LLC Matthew Harrison EQUITY ANALYST +1 212 761-8055 Kostas Biliouris, Ph.D. RESEARCH ASSOCIATE +1 +1-212-761-1648 Zhen Zeng, Ph.D. RESEARCH ASSOCIATE +1 +1-212-761-2745 Connor Meehan RESEARCH ASSOCIATE +1 212 761-8266 Biotechnology North America IndustryView For more on Omicron, we also recently sat down for an interview with the Moderna CEO Stephane Bancel to discuss his views on that topic and more. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. The Barrons Hall of Fame recognizes those advisors who have appeared at least 10 times on one of Barrons annual Top 100 Advisor rankings. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Forbes.com (April 2019) 2019 Forbes America's Top Women Wealth Advisors ranking awarded in 2019. The award is based upon a recipients application and not upon any qualitative or quantitative criteria relating specifically to ones position as a Financial Advisor. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more information, see www.SHOOKresearch.com. I also worked as a sell-side associate covering pharma stocks and as a publishing analyst on small/midsize biotech stocks before I came to Morgan Stanley. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Join the world's top companies using Zoominfo, 1585 Broadway, Investment performance is not a criterion. For more information, see www.SHOOKresearch.com. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Financial Times Top 400 Financial Advisors 2019. 2011 Barron's Top 1,000 Financial Advisors: State-by-State. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan Stanley estimates that the projected costs for vaccines to treat dengue, chikungunya, Zika and yellow fever could be as substantial. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Discover who we are and the right opportunity for you. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Neither the Financial Adviser team nor Morgan Stanley Smith Barney LLC pay a fee to PLANSPONSOR in exchange for the ranking. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. Assets under management are as of the end of the second quarter 2015. This ranking is not indicative of the Financial Advisors future performance. A sub-segment of the questions was used to determine eligibility for the Top 100. Source: Barron's.com (April 2020) 2020 Barron's Top 50 Institutional Consulting Teams ranking awarded in 2020. 2022Morgan Stanley. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC ("Morgan Stanley") is not implying an affiliation, sponsorship, endorsement with/of the third party or that any . This ranking is not indicative of the Financial Advisors future performance. This award was issued in 2021 and based on the evaluation process below. Barron's Top Women Advisors Summit Attendees 2020. 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: The Financial Times 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (April 2020). Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. For more on Omicron, watch Matthew Harrison's interview withModerna CEO Stphane Bancel. . This ranking is not indicative of the Financial Advisors future performance. Learn more. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Morgan Stanley is differentiated by the caliber of our diverse team. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. My primary role at Morgan Stanley is equity research on large cap Biotech companies but, since the outbreak began, my team and I have also been tracking the spread and management of the virus, modeling Europe, U.S. and the Asia-Pacific region, and tracking variables, such as reproduction rate, doubling time and testing coverage. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. How you plan your finances in retirement may be just as important as the process of saving for retirement. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2009 - Dec 2010. The listing reflects each advisors status in six primary areas: assets under management, asset growth, compliance record, experience and online accessibility. As a global financial services firm, Morgan Stanley is committed to technological innovation. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2008 - Sept 2009. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Only advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list. Creating customized financial strategies for the challenges that todays families face. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Forbes.com (Sept 2018) 2018 Forbes America's Top Wealth Advisors ranking awarded in 2018. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/16 - 3/31/17. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. Hear their stories and learn about how they are redefining the terms of success. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. Our board of directors and senior executives hold the belief that capital can and should benefit all of society. Source: PLANSPONSOR Adviser nominations for Retirement Plan Adviser/Team of the Year were solicited from retirement plan advisers, employers and/or broker-dealers and from plan sponsors, as well as from working partners of the nominees, including investment vendors, accountants, attorneys and pension administrators. Investment performance is not a criterion. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. For more information, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Research Magazines 130 Top-Ranked Advisor Teams in America, as identified by The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. As the Fed continues to increase their peak rate of interest, the path for a soft landing narrows, so what deflationary indicators need to show up in the real economy to take the pressure off of policy tightening? Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. For more on methodology please go to www.ft.com/reports. Source: Forbes.com (May 2018) 2018 Forbes America's Top Women Wealth Advisors ranking awarded in 2018. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/17 - 3/31/18. No cash balance or cash flow is included in the calculation. This advisor in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the 10th annual Barrons Top Women Advisors Summit, hosted by Barrons magazine, to promote best practices in the industry and the value of advice to the investing public. 2014 Barron's Top 100 Women Financial Advisors. PLANADVISER Plan Adviser Team of the Year 2015. Copying Matthew Harrison's trades since 2012 and holding each position for 1 Year would result in 50.45% of your transactions generating a profit, with an average return of 6.3% per rating. Washingtonian Magazine Wealth Manager Award 2012. The ability of Omicron to outcompete the prior dominant variant, Delta, now appears clear. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The article includes information about Adam Dimarco Age, Wife , Wikipedia, Wedding, Bio, Height, Net Worth, and much more. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. For more information, see www.SHOOKresearch.com. Source: Barron's.com (March 2019) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2019. This ranking is not indicative of the Financial Advisors future performance. The results reflect performance of a strategy not historically offered to investors and does not represent returns that any investor actually attained. This ranking is not indicative of the Financial Advisors future performance. 2010 Barron's Top 100 Women Financial Advisors. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FTs research. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Source: Barron's.com (April 2020) 2020 Barron's Top 100 Financial Advisors awarded in 2020. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2014 Barron's Top 1,200 Financial Advisors: State-by-State. Investment performance is not a criterion. Along with my colleagues, bringing you a variety of perspectives, today I'll be discussing our updated thoughts on the COVID 19 pandemic and the impact of Omicron. Source: Workingmother.com (October, 2019) 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2019. Source: Barron's.com (April 2018) 2018 Barron's Top 100 Financial Advisors awarded in 2018. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. See how you can continue your career journey at Morgan Stanley. Really pleased to have Biogen with us for the next session. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best assetMorgan Stanley employees. Investment performance is not a criterion. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Regeneron Pharmaceuticals, Inc. ( NASDAQ: REGN) Morgan Stanley 20th Annual Global Healthcare Conference September 12, 2022 11:05 AM ET Company Participants Ryan Crowe - VP of IR Leonard. This ranking is not indicative of the Financial Advisors future performance. Check Point is an American-Israeli multinational provider of software and combined hardware and software products for IT security, including network security, endpoint security, cloud security,. Barron's Top Women Advisors Summit Attendees 2017-2019. For more information, see www.SHOOKresearch.com. 2021 Barron's Top 100 Private Wealth Management Teams. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Research Magazine's 130 Top-Ranked Advisor Teams in America. When it comes to new biology, I find senolytic drugsthose that may slow the aging processthe most exciting. Upshire Road Site Car Boot Sale near Waltham Abbey runs every Sunday from first Sunday in April for. Investment performance is not a criterion. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. The DeCapite Group at Morgan Stanley Matthew J DeCapite, CFP Kelly Granger, CFP Direct: (410) 736-5339 Toll-Free: (800) 837-5833 Contact Us Our Mission Statement Comprehensive wealth planning strategies for your life and legacy Our Story and Services Working With You Our Clients Location About Us Three doses of vaccination or two doses of vaccination and a prior infection provide a greater barrier against infection. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 1997. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Our firm is differentiated by the caliber of our diverse team. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/17 - 3/31/18. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. The rating is not indicative of the Financial Advisers future performance. As such the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Forbes.com (Sept 2019) 2019 Forbes America's Top Wealth Advisors ranking awarded in 2019. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Managing Director at Morgan Stanley New York, New York, United States. This ranking is not indicative of the Financial Advisors future performance. Explore insights on todays most important investment topics, including green bonds, active management, cybercrime and monetizing small business. This award does not evaluate the quality of services provided to clients and is not indicative of the Financial Advisors future performance . Assets under management are as of the end of the first quarter 2014. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. A panel of judges reviewed the anonymized questionnaires and selected the women honored in three categories: All Star, Captains, and Rising Stars. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Nominees are asked to respond to a series of questions, both quantitative and qualitative, about their experience and practices. Certain assumptions have been made for modeling purposes and are unlikely to be realized. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Match relevance is based on profile similarity to, See more information about Matthew Harrison, 1585 Broadway, New York, New York, 10036, United States, Matthew Harrisons email address is m***@morganstanley.com, Matthew Harrisons business email address is m***@morganstanley.com, Matthew Harrisons direct phone number is (***) ***-****, Matthew Harrisons HQ phone number is (914) 225-5510, Matthew Harrison works in the industry of, Matthew Harrisons peers at other companies are. We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. Actual performance may differ significantly from backtested performance. Chief Cross-Asset Strategist Andrew Sheets and U.K. For more information on the award, go to http://www.aspa.org. REP. Magazine's Top 40 Wirehouse Advisors Under 40 2013. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Terms apply. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/16 - 3/31/17. PLANADVISER Top 100 Retirement Plan Advisers 2020. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to NAPA-Net in exchange for the rating. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking.

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