 Susan Klar, a Wealth Advisor, has worked since 1985 in the Palo Alto, Calif., office of Morgan Stanley Smith Barney. She has devoted her career to building longstanding relationships with clients, who include Silicon Valley entrepreneurs, corporate executives, non-profit organizations and small businesses. Susan is a member of the Morgan Stanley Smith Barney Equity Select and the President's Club. She was a member of the Morgan Stanley Smith ...
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 Carol Passalaqua has nearly 30 years experience in the financial industry and has received acclaim by peers, clients and press alike. Chicago Magazine’s November issue will name her to the Five Star Wealth Manager’s Listing for 2010, an honor based on client satisfaction.You’ve been with Morgan Stanley Smith Barney for over 15 years. What was your financial career path before then?My first job out of college was working in a trust department, ...
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Please join us for a Women's Leadership ReceptionFeaturing Barbara Corcoran; Real Estate Mogul, Business Expert and Real Estate contributor for NBC's TODAY Show Thursday, September 16, 2010 5:30 p.m. - 8:30 p.m. The Palmer House Hilton 17 East Monroe Street, Chicago, Illinois 60603 RSVP by September 8th to Liz.Navarro@mssb.com or by phone to (312) 648-3063(see details here)...
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 Deborah Montaperto spent more than 20 years in a variety of investment banking roles at Dean Witter and Citigroup and its predecessor firms — and she loved it. Then, two years ago, she took a big leap, becoming a senior partner of the Polk Group, a wealth-management practice with Morgan Stanley Private Wealth Management. The risky move meant switching from a more-corporate culture to an entrepreneurial one. But, for Montaperto, it’s been a high...
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 Falisha Mamdani maintains that change is the one constant in life in the current global investment climate. But riding out the storm is dependent upon how successful you are at earning the trust and confidence of your clients and your team mates. She is a Senior Vice President in Morgan Stanley Smith Barney’s Private Wealth Management division and a partner in the CML Group. How did you get interested in managing money?You could say that I jus...
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 Maureen Novak, Portfolio Manager and Financial Advisor, works out of her hometown in Syracuse, New York. Her boundless energy allows her to service both institutional and individual clients, in addition to training for marathons and being a mother of two very young boys. How does she do it all? Setting her eyes on the finish-line and knowing that the long-term pay-off will be amply rewarding. Why did you decide to pursue a career in finance?A...
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 Ruth Porat is Executive Vice President and Chief Financial Officer; just before that she was Vice Chairman of Investment Banking and Global Head of the Financial Institutions Group, among other positions. During the worst of the financial crisis, she led a team advising both the U.S. Treasury with respect to Fannie Mae and Freddie Mac, and the Federal Reserve Bank of New York regarding AIG. Porat credits her success to a few key factors. Fir...
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 Rhonda Salins joined Morgan Stanley Smith Barney more than 30 years ago—and she’s as passionate about the profession as she was when she first started. For Salins, who is Senior Vice President Wealth Management, based in Chicago, the work is more than just a job. It’s a way to show women how to take control of their financial lives. We discussed her early years in the profession, the evolution of her work, and her role helping women become finan...
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 Abigail Gage spent her first 16 years out of college in marketing and sales. First, she worked for a wholesale tour company as director of sales, then she was an account executive with a marketing firm specializing in point of sale merchandising. But, thanks to her husband’s job, the family had to move frequently, and Gage eventually decided to stay home with their two children, who are now 17 and 20 years old. After the family moved from Bloomi...
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