barron’s 2021 top 100 institutional consulting teams list of … · 2021. 6. 23. · scott dav is...

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Barron’s 2021Top 100 InstitutionalConsulting Teams List

Congratulations to these 33 outstanding Graystone Consulting teams led by the Institutional Consulting Directors listed below. You are a bright example of the culture of excellence at our Firm.

Source: Barrons.com (April 2021). Barron’s Top Institutional Consulting Teams were evaluated on a range of criteria, including institutional investment assets overseen by the team, the revenue generated by those assets, the number of clients served by the team, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Institutional Consulting Director’s past or future performance. Neither Morgan Stanley, Smith Barney LLC nor its Institutional Consulting Directors 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.© 2021 Morgan Stanley Smith Barney LLC. Member SIPC.Graystone Consulting is a business of Morgan Stanley Smith Barney LLC. GSC002 CRC 3544056 04/21 CS 10009047 04/21

Graystone Consulting, The Dobbs Group Wm. Craig Dobbs Indianapolis, Ind.

Graystone Consulting, Raleigh, Wichita & DallasLee MorrisWillam Hendrix Robert MorrisRaleigh, N.C.Wichita, Kans.Dallas, Tex.

Graystone Consulting, Stephans Van Liew & Oiler GroupLinda Stephans Kristina Van LiewErik OilerChicago, Ill.

Graystone Consulting, HoustonJohn GrangerHouston, Tex.

Graystone Consulting, The Global Institutional Advisory Solutions Jim DetterickMark MaizelRyan LewisNew York, N.Y.

Graystone Consulting, Metropolitan D.C. Robert SchererRoss Charkatz Maureen Shuler Potomac, Md.

Graystone Consulting, The Longo Group John LongoKenneth YagerNew York, N.Y.

Graystone Consulting, Wyomissing, PA Harry HerbThomas Schatzman Scott Davis Wyomissing, Pa.

Graystone Consulting, The Zohny Group Youssef ZohnySan Francisco, Calif.

Graystone Consulting, The Parks Group Thomas Parks Robert Parks Christina Hom Milwaukee, Wis.

Graystone Consulting, Chicago NWGeorge T. CookCarl ViardMary Tomanek Barrington, Ill.

Graystone Consulting, TampaAdam PalmerScott OwensDavid WheelerTampa, Fla.

Graystone Consulting, The Messner Group William Messner Burton CarlsonJohn Krakowiak Birmingham, Mich.

Graystone Consulting, Columbus/Grand Rapids Michael Rosloniec Jennifer Hamant Cheryl Carpenter Columbus, OhioGrand Rapids, Mich.

Graystone Consulting, The Boston Seaport Group Cliff WhiteIsabelle EckelBoston, Mass.

Graystone Consulting, Pittsburgh/Cleveland Greg SimakasAnthony Smulski Charles Snyder Sewickley, Pa.

Graystone Consulting, ChicagoJames WhitneyMichael SakachMary DiChristofanoChicago, Ill.

Graystone Consulting, The Palo Alto GroupTim SkellyMark CurtisEllie ChizmarovaPalo Alto, Calif.

Graystone Consulting, San AntonioRon KernMyrteel WardJoe SammonsSan Antonio, Tex.

Graystone Consulting, SouthwestJames StokerNorman NabhanVictoria SmithHouston, Tex.

Graystone Consulting, The Fischer GroupMarc FischerMark CaropresoChad JacobRochester, N.Y.

Graystone Consulting, The Brice GroupTimothy BriceBrian BriceBirmingham, Mich.

Graystone Consulting, San FranciscoBrian SharpesHeidi RichardsonDaniel TichenorWalnut Creek, Calif.

Graystone Consulting, The Price & Longhurst GroupAndrew PriceKarin LonghurstLos Angeles, Calif.

Graystone Consulting, Los AngelesChris VenutiMarc RoggenkampBryan MountainWestlake Village, Calif.

Graystone Consulting, Charleston, WVJohn DawsonMichael D. HillMathew O’KellyCharleston, W. Va.

Graystone Consulting, Midwest - Oak Brook, ILRobert DowBrett HerbisonJim LeckingerOak Brook, Ill.

Graystone Consulting, The J.K. Meek GroupJames MeekRussell LaGrecaAllan HouseBaltimore, Md.

Graystone Consulting, The Chasin GroupGerald ChasinMatthew ChasinPamela ChasinJericho, N.Y.

Graystone Consulting, Chicago/PeoriaPatrick DonnellyThomas McShanePeoria, Ill.

Graystone Consulting, The Atlantic GroupSamuel BrandweinJoyce Burich-AndrewsDavid IsaacsonBoca Raton, Fla.

Graystone Consulting, MiamiHugo MantillaEric NewmanDaniel HillisMiami, Fla.

Graystone Consulting, The Robertson GroupThomas RobertsonColumbus, Ohio