Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. The ranking is based on the team’s defined contributions assets under management. He has served as a trustee of the Hedge Fund Standards Board Ltd. as well as a trustee of the Paris Review of Books, the Royal Marsden NHS Foundation Trust, the Tate Foundation and the University of Chicago. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. America’s Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Nominees were required to provide various details about their practice and answer essay questions. Investment performance is not a criterion. NAPA Net’s Top Women Advisors of 2017, December 19, 2017, as appearing in NAPA Net or www.NAPA-Net.org, is based on nominations by the NAPA members. For more information: Forbes Best-In-State Wealth Advisors 2020. 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. Source: Forbes.com (May, 2019). Rankings are based on the opinions of SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. The Institute for Sustainable Investing's Advisory Board—comprised of prominent leaders from business, academia and leading non-governmental organizations—guides the Institute's work and strategic priorities. Barron’s Top 100 Women Financial Advisors bases its ratings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. Member SIPC. At Morgan Stanley, giving back is a core value—a central part of our culture globally. Source: Barron’s Top 1,000 Advisors, February 18, 2013, as identified by Barron’s magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Finalists are entitled to receive paid airfare, conference registration, and three nights’ hotel accommodations to The ASPPA 401(k) SUMMIT. Nominated advisors are then asked to complete an extensive survey. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. There are 40+ professionals named "Emmanuel Goldstein", who use LinkedIn to exchange information, ideas, and opportunities. in Finance, and has earned her MBA in Finance from Montclair State University. Qualitative factors include, but are not limited to, compliance record and philanthropic work. By Sophie Sassard. The Morgan Stanley Institute for Sustainable Investing builds scalable finance solutions that seek to deliver competitive market rate returns while driving positive environmental and social impact. NAPA’s Top Retirement Plan Advisors Under 40, NAPA Net’s Top Retirement Plan Advisors Under 40, www.NAPA-NET.org, is drawn from nominations provided by the advisors’ firms. Deciding among them is an important step in managing your retirement savings over time. Source: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2019). Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. We believe success in achieving important financial goals starts with a comprehensive wealth strategy. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: PLANADVISER.com, January/February 2018. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience. She received her M.A. "None of them is a pure transport banker but they've advisedmajor companies in transport and other sectors in their homecountries," said a transport banker. Gross has worked at Morgan Stanley for 14 years and was previously head of transportation investment banking for North America and Asia. SHOOK considered Financial Advisors born in 1980 or later with a minimum 4 years relevant experience, who have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Forbes Top Next Generation Wealth Advisors 2018, Source: Forbes Magazine (July, 2018). Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. NAPA’s “Top DC Advisor Teams,” unlike other lists, recognizes firms, or what may, in a wirehouse environment, be referred to as a team, or office, for their defined contribution (DC) practice specifically. REP. Magazine's Top 40 Wirehouse Advisors Under 40 2013. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. NAPA Net’s “Top Women Advisors of 2019,” November 2019 as appearing in NAPA Net or www.Napa-Net.org, is based on nominations by the NAPA members. We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues. Know how to spot—and avoid—the most common bad behaviors. Source: Barron's “Top 100 Women Financial Advisors,” June 8, 2020. The rating may not be representative of any one client’s experience and is not indicative of the Branch Manager’s future performance. Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth. Morgan Stanley Smith Barney LLC does not pay a fee to Reuters in exchange for the rating. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. Nominees are asked to respond to a series of questions, both quantitative and qualitative, about their experience and practices. Source: REP. magazine’s Top 40 Wirehouse Advisors Under 40, August 5, 2013. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. London, England Metropolitan Area. Others named emmanuel goldstein. Based in Paris, Goldstein is close to France’s oil & gas major Total, Electricite de France, nuclear specialist Areva and mining and metallurgical company Eramet. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. All credentials and designations are verified and nominee compliance records are verified. He did a lot of work for the French government, havingworked on several privatisations including France's APRR, Europe's fourth largest highway operator. The rating is not indicative of the Financial Adviser’s future performance. Neither Morgan Stanley Smith Barney LLC or its Financial Advisors paid a fee to NAPA-Net in exchang for the rating.

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