New York City. -- Morgan Stanley (NYSE: MS) announced today that The Bluestone Group/Family Office Services at Morgan Stanley has been named to Barron’s list of America’s Top 100 Private Wealth Management Teams.
The “Barron’s Top 100 Private Wealth Management Teams” is a select group of wealth management teams that focus on serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases
“As a firm, we take pride in the integrity and professionalism of our Private Wealth Advisors and we congratulate the Bluestone Group led by Dennis Cutrone, George Spiropoulos, and Gengsheng Lu on being named to this prestigious list,” commented Damon Gallagher, Manager of Morgan Stanley Wealth Management’s Midtown Manhattan office. “The listing recognizes an elite group of financial professionals who are dedicated to providing clients with exceptional services.”
Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC, provides a range of investment services to ultra-high net worth individuals, families and related institutions.
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, investment management and wealth management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit www.morganstanley.com.
2022 Barron’s Top 100 Private Wealth Management Teams
Source: Barrons.com (April, 2022). Barron’s Top 100 Private Wealth Management Teams bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. The rating may not be representative of any one client’s experience because it reflects a sample of all the experiences of the Financial Advisor’s clients. The rating is not indicative of the Financial Advisor’s past or future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Barron's in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Morgan Stanley Private Wealth Management is a division of Morgan Stanley Smith Barney LLC.