The January 2012 issue of Registered Rep magazine released their annual listing of the "Top 50 Wirehouse Women," and we're pleased to report that Morgan Stanley Smith Barney dominated the list –securing 17 spots, including four out of the top five. Lisa Cregan, managing director and complex manager of MSSB's Post Oak complex in Houston, an advocate throughout her career for the professional advancement of women, was interviewed in an accompanying...
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Friday, February 3, 2012 8:00 a.m. – 10:00 a.m. Go Red Leadership Breakfast 10:00 a.m. – 11:00 a.m. Financial Advisor Recruiting Event
Purchase, New York
Morgan Stanley Smith Barney (MSSB) is actively searching for women interested in Financial Advisory roles. Qualified candidates will possess a minimum of two years experience; preferably in sales, management or within an entrepreneurial endeavor. Qualified candidates will be invited to an exclu...
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 Over a year ago, Complex Manager Jeffrey Reiss decided he wanted to help women in his complex accomplish their goals and grow their business, so he teamed up with a group of individuals in the North Shore Complex to create a council for women. Today, the council is comprised of a strong cohort of women who meet weekly to network, foster teamwork and, in Reiss's words -- "have fun." Additionally, the group executed on monthly even......
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 Kathryn Castelli is a Financial Advisor and Assistant Vice President in Jericho, NY and came to Morgan Stanley Smith Barney six months ago after 10 years at Merrill Lynch. Here she talks about why she made the move and some important things she’s learned since coming here.What is your background and how did you get started?My first job during college was working on Wall Street as a legal assistant at Prudential Securities just before the ’87 cra...
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 It was dissatisfaction with advice she received from a financial services firm about how to roll over her 401(k) that led Kim Potvin to become a Financial Advisor. The experience convinced her of how important it was to provide people of any income level with a clear understanding of financial matters. Now, she’s a Financial Advisor and Chartered Retirement Planning Counselor℠ at Morgan Stanley Smith Barney—and she finds the profession to be a p...
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 Dalia Ozeri had a long and very successful career as a private banker before she came to Morgan Stanley Smith Barney in 1998, but she says if she could do it all over again she would have become a Financial Advisor sooner.“To get the flexibility,” she explains. “You make your own hours, you build your own business — it’s all up to you.” When she started out in private banking in the late 1970s at Bank Leumi in Israel, her goal was to transform th...
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 Sheri Wright, Senior Vice President of Wealth Management and Branch Manager of the Red Bank, N.J. office, came to the Firm in 1998 after she made a career change from the cosmetics industry. She enrolled with the Firm's Financial Advisor Training Program, and now -- as a Branch Manager in Red Bank, N.J., -- speaks passionately about opportunities for women in managementHow did you get interested in the financial business?I spent 15 years in the ...
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 Malka Bernstein, First Vice President and Financial Advisor in the Jericho, New York office, calls herself "one of the pioneers" among female Financial Advisors. When she first went to work for Dean Witter Reynolds in 1986, she was one of only a few women in the industry and, at times, the only woman in her office.
Malka first got into the business after working in television news for two years, when she suddenly realized that her interest in ...
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 Angela Leach Pizzichini, who works out of the Denver office, occupies a somewhat rarefied position at Morgan Stanley Smith Barney. As a Corporate Client Group Director, she and her longtime business partner Deidre Cortney manage the investments of corporate clients. Here she discusses how their needs differ from those of individual investors.Tell us more about your role at Morgan Stanley Smith Barney.I originally joined Salomon Smith Barney, w...
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 Nearly 500 employees, including Morgan Stanley's summer analysts and associates, turned out to sharpen their winning edge at a Morgan Stanley Diversity and Inclusion event on July 7 featuring tennis champion Venus Williams. Carla Harris, Head of Morgan Stanley Investment Management's Emerging Managers Platform and author of Expect to Win, interviewed Williams about how she maintains mental toughness, reassesses strategies and overcomes challenges...
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