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Morgan Stanley Smith Barney forms Graystone Consulting

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Morgan Stanley Smith Barney has formed Graystone Consulting to provide investment consulting advice to institutional investors and the upper-tier private wealth market.

Morgan Stanley Smith Barney has formed Graystone Consulting to provide investment consulting advice to institutional investors and the upper-tier private wealth market.

Patrick Schussman, director of Graystone Consulting, says: ‘Graystone is a distinct business that enables accomplished investment consulting teams to draw upon Morgan Stanley Smith Barney’s asset allocation and investment manager research and analytics.’

Graystone is an outgrowth of Citi Institutional Consulting, which was formed in 2006.

It is currently comprised of 30 institutional-focused teams in geographically diverse locations across North America. Each team is led by one or more institutional consulting directors who average more than 20 years of professional investment experience. Each team also includes experienced manager and technical analysts, reporting specialists, client-service professionals and support staff.

Current institutional clients include corporate retirement plans, foundations and endowments, health care organizations, state and local governments, and Taft-Hartley plans. Graystone also offers an array of consulting services to wealthy families and family offices.

‘Based on the expertise within our teams and our unsurpassed research capabilities, we are confident Graystone Consulting will continue the legacy of Citi Institutional Consulting and grow into an even more powerful presence in the investment consulting community,’ says James Tracy, director of the consulting group at Morgan Stanley Smith Barney. ‘We are especially well-prepared to deliver the advice clients need as the markets continue to recover.’

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