Morgan Stanley is an American multinational investment management and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in more than 41 countries and more than 75,000 employees, the firm's clients include corporations, governments, institutions, and individuals. Morgan Stanley ranked No. 61 in the 2021 Fortune 500 list of the largest United States corporations by total revenue.
Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. On January 13, 2009, Morgan Stanley and Citigroup announced that Citigroup would sell 51% of Smith Barney to Morgan Stanley, creating Morgan Stanley Smith Barney, which was formerly a division of Citi Global Wealth Management. The combined brokerage house has 17,646 financial advisors and manages $2 trillion in client assets. Clients range from individual investors to small- and mid-sized businesses, as well as large corporations, non-profit organizations and family foundations.
Harold Stanley was an American businessman and one of the founders of Morgan Stanley in 1935. For 20 years, he ran Morgan Stanley until he left the firm in 1955.
Dean Witter Reynolds was an American stock brokerage and securities firm catering to a variety of clients. Prior to the company's acquisition, it was among the largest firms in the securities industry with over 9,000 account executives and was among the largest members of the New York Stock Exchange. The company served over 3.2 million clients primarily in the U.S. Dean Witter provided debt and equity underwriting and brokerage as mutual funds and other saving and investment products for individual investors. The company's asset management arm, Dean Witter InterCapital, with total assets of $90.0 billion prior to the acquisition, was one of the largest asset management operations in the U.S.
Robert Fleming & Co. was an asset manager and merchant bank founded in Dundee, Scotland, in 1873. In 1909, the firm moved its headquarters to London, England. It was sold to Chase Manhattan Bank for over $7 billion in 2000. Flemings was a 50% partner in the Asian investment bank Jardine Fleming.
Wasserstein Perella & Co., sometimes referred to as "Wasserella", was a boutique investment bank established by Bruce Wasserstein, Joseph R. Perella, Bill Lambert, and Charles Ward in 1988, former bankers at First Boston Corp., until its eventual sale to Dresdner Bank in 2000 for some $1.4 billion in stock. The private equity business of the investment firm was not included in the sale and was to be sold off to existing Wasserstein shareholders.
Philip J. Purcell is an American businessman. Purcell is a former Chairman and CEO of Morgan Stanley, where he worked in the late 1990s and 2000s. He previously served as Chairman and CEO of Dean Witter, Discover and managed the firm under its ownership by Sears, Roebuck & Co. He subsequently became head of Continental Investors, a private equity firm that invests in Internet-enabled financial services and consumer companies.
J.P. Morgan & Co. is a commercial and investment banking institution founded by J. P. Morgan in 1871. Through a series of mergers and acquisitions, the company is now a subsidiary of JPMorgan Chase, one of the largest banking institutions in the world. The company is sometimes referred to as the "House of Morgan" or simply "Morgan".
Piper Sandler Companies is an American independent investment bank and financial services company, focused on mergers and acquisitions, financial restructuring, public offerings, public finance, institutional brokerage, investment management and securities research. Through its principal subsidiary, Piper Sandler & Co., the company targets corporations, institutional investors, and public entities.
BMO Harris Bank, N.A. is an American bank based in Chicago, Illinois. It is a member of the Federal Reserve System and operates branches in the states of Illinois, Indiana, Arizona, Missouri, Minnesota, Kansas, Florida, Wisconsin, and California. BMO Harris Bank has over 600 branches and 1,300 ATMs and employs 14,500 staff in the United States. BMO Harris Bank is one of the largest banks in the United States.
Mitsubishi UFJ Financial Group, Inc. is a Japanese bank holding and financial services company headquartered in Chiyoda, Tokyo, Japan.
Bache & Company was a securities firm that provided stock brokerage and investment banking services. The firm, which was founded in 1879, was based in New York, New York.
Harris, Forbes & Co. was an investment banking affiliate of Harris Bank incorporated in 1911. Harris, Forbes firm was acquired by Chase National Bank in 1930 to form Chase Harris, Forbes. Just two years later, in 1932, the firm was dissolved after the passage of the Glass–Steagall Act in 1932. Chase transferred what remained of its securities business to the Bank of Boston's newly formed First Boston Corporation, buttressing that firm's early municipal bond department.
Halsey, Stuart was a Chicago-based investment bank founded in 1911.
First Chicago Bank was a Chicago-based retail and commercial bank tracing its roots to 1863. Over the years, the bank operated under several names including The First National Bank of Chicago and First Chicago NBD. In 1998, First Chicago NBD merged with Banc One Corporation to form Bank One Corporation, today a part of Chase.
Blyth, Eastman Dillon & Co. was an American investment bank founded in 1914. Blyth Eastman operated for many years as one of the few major investment banking firms on the West Coast of the U.S. At the time of its acquisition, Blyth Eastman had more than 700 finance related employees with over 70 branch offices across the U.S. Blyth Eastman was among the top ten largest investment banks at the time of its acquisition.
Harold L. Stuart was a prominent American financier of the early 20th century, and founder of the investment firm Halsey, Stuart & Co.
United States v. Morgan, 118 F. Supp. 621, more commonly referred to as the Investment Bankers Case was a multi-year antitrust case brought by the United States Justice Department against seventeen of the most prominent Wall Street investment banking firms, known as the Wall Street Seventeen.
Norman Wait Harris was an American banker. He founded Chicago-based N.W. Harris & Co., the predecessor of Harris Bank as well as its affiliate Harris, Forbes & Co. and later Harris, Hall & Co.
