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

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Barron’s 2021 Top 100 Institutional Consulting 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 & Dallas Lee Morris Willam Hendrix Robert Morris Raleigh, N.C. Wichita, Kans. Dallas, Tex. Graystone Consulting, Stephans Van Liew & Oiler Group Linda Stephans Kristina Van Liew Erik Oiler Chicago, Ill. Graystone Consulting, Houston John Granger Houston, Tex. Graystone Consulting, The Global Institutional Advisory Solutions Jim Detterick Mark Maizel Ryan Lewis New York, N.Y. Graystone Consulting, Metropolitan D.C. Robert Scherer Ross Charkatz Maureen Shuler Potomac, Md. Graystone Consulting, The Longo Group John Longo Kenneth Yager New York, N.Y. Graystone Consulting, Wyomissing, PA Harry Herb Thomas Schatzman Scott Davis Wyomissing, Pa. Graystone Consulting, The Zohny Group Youssef Zohny San Francisco, Calif. Graystone Consulting, The Parks Group Thomas Parks Robert Parks Christina Hom Milwaukee, Wis. Graystone Consulting, Chicago NW George T. Cook Carl Viard Mary Tomanek Barrington, Ill. Graystone Consulting, Tampa Adam Palmer Scott Owens David Wheeler Tampa, Fla. Graystone Consulting, The Messner Group William Messner Burton Carlson John Krakowiak Birmingham, Mich. Graystone Consulting, Columbus/Grand Rapids Michael Rosloniec Jennifer Hamant Cheryl Carpenter Columbus, Ohio Grand Rapids, Mich. Graystone Consulting, The Boston Seaport Group Cliff White Isabelle Eckel Boston, Mass. Graystone Consulting, Pittsburgh/Cleveland Greg Simakas Anthony Smulski Charles Snyder Sewickley, Pa. Graystone Consulting, Chicago James Whitney Michael Sakach Mary DiChristofano Chicago, Ill. Graystone Consulting, The Palo Alto Group Tim Skelly Mark Curtis Ellie Chizmarova Palo Alto, Calif. Graystone Consulting, San Antonio Ron Kern Myrteel Ward Joe Sammons San Antonio, Tex. Graystone Consulting, Southwest James Stoker Norman Nabhan Victoria Smith Houston, Tex. Graystone Consulting, The Fischer Group Marc Fischer Mark Caropreso Chad Jacob Rochester, N.Y. Graystone Consulting, The Brice Group Timothy Brice Brian Brice Birmingham, Mich. Graystone Consulting, San Francisco Brian Sharpes Heidi Richardson Daniel Tichenor Walnut Creek, Calif. Graystone Consulting, The Price & Longhurst Group Andrew Price Karin Longhurst Los Angeles, Calif. Graystone Consulting, Los Angeles Chris Venuti Marc Roggenkamp Bryan Mountain Westlake Village, Calif. Graystone Consulting, Charleston, WV John Dawson Michael D. Hill Mathew O’Kelly Charleston, W. Va. Graystone Consulting, Midwest - Oak Brook, IL Robert Dow Brett Herbison Jim Leckinger Oak Brook, Ill. Graystone Consulting, The J.K. Meek Group James Meek Russell LaGreca Allan House Baltimore, Md. Graystone Consulting, The Chasin Group Gerald Chasin Matthew Chasin Pamela Chasin Jericho, N.Y. Graystone Consulting, Chicago/Peoria Patrick Donnelly Thomas McShane Peoria, Ill. Graystone Consulting, The Atlantic Group Samuel Brandwein Joyce Burich-Andrews David Isaacson Boca Raton, Fla. Graystone Consulting, Miami Hugo Mantilla Eric Newman Daniel Hillis Miami, Fla. Graystone Consulting, The Robertson Group Thomas Robertson Columbus, Ohio

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Page 1: Barron’s 2021 Top 100 Institutional Consulting Teams List of … · 2021. 6. 23. · Scott Dav is Wyomissing, P a. Graystone C onsulting, The Zohny Group Youssef Z ohny San Francisco,

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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