Patrick Willcutts - Morgan Stanley Corporate Retirement Director

MS Stock  USD 86.99  0.80  0.93%   

Director

Mr. Patrick J. Willcutts serves as Corporationrationrate Retirement Director of the Company. He is a Vice President and Financial Advisor of the Firm Springfield office. Mr. Willcutts earned the CRD designation after advanced training and examination, focusing exclusively on the corporate retirement plan marketplace. The curriculum involves indepth study of plan design, investment strategy, plan administration, fiduciary issues, and other related retirement topics. In addition to completing the course work, Financial Advisors must meet certain requirements with regards to retirement assets and industry experience. Of Morgan Stanley 16, 000 Financial Advisors, Mr. Willcutts is among only approximately two percent of the firm advisors who have qualified for this prestigious designation. Mr. Willcutts graduated from Syracuse University with a Bachelor degree in Economics, has more than 25 years experience in the financial services industry, and was with Morgan Stanley since 2008. He also holds both the Certified Private Wealth Advisor and the Certified Investment Management Analyst designations, awarded by the Investment Management Consultants Association in conjunction with a top 20 business school registered with IMCA. The CPWA was awarded in conjunction with the University of Chicago Booth School of Business, and the CIMA was awarded in conjunction with the University of Pennsylvania Wharton School of Business. Mr. Willcutts also holds the Chartered Retirement Plans Specialist and the CERTIFIED FINANCIAL PLANNER TM designations. since 2017.
Tenure 7 years
Address 1585 Broadway, New York, NY, United States, 10036
Phone212 761 4000
Webhttps://www.morganstanley.com

Morgan Stanley Management Efficiency

At this time, Morgan Stanley's Return On Tangible Assets are comparatively stable compared to the past year. Return On Assets is likely to gain to 0.01 in 2024, whereas Return On Capital Employed is likely to drop 0.01 in 2024. At this time, Morgan Stanley's Other Assets are comparatively stable compared to the past year. Other Current Assets is likely to gain to about 719.5 B in 2024, whereas Non Current Assets Total are likely to drop slightly above 22.6 B in 2024. Morgan Stanley's management efficiency ratios could be used to measure how well Morgan Stanley manages its routine affairs as well as how well it operates its assets and liabilities.
The company reports 276.39 B of total liabilities with total debt to equity ratio (D/E) of 3.42, which may imply that the company relies heavily on debt financing. Morgan Stanley has a current ratio of 1.96, which is generally considered normal. Debt can assist Morgan Stanley until it has trouble settling it off, either with new capital or with free cash flow. So, Morgan Stanley's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Morgan Stanley sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Morgan to invest in growth at high rates of return. When we think about Morgan Stanley's use of debt, we should always consider it together with cash and equity.

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Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. Morgan Stanley was founded in 1924 and is headquartered in New York, New York. Morgan Stanley operates under Capital Markets classification in the United States and is traded on New York Stock Exchange. It employs 82000 people. Morgan Stanley (MS) is traded on New York Stock Exchange in USA. It is located in 1585 Broadway, New York, NY, United States, 10036 and employs 80,000 people. Morgan Stanley is listed under Investment Banking & Brokerage category by Fama And French industry classification.

Management Performance

Morgan Stanley Leadership Team

Elected by the shareholders, the Morgan Stanley's board of directors comprises two types of representatives: Morgan Stanley inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Morgan. The board's role is to monitor Morgan Stanley's management team and ensure that shareholders' interests are well served. Morgan Stanley's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Morgan Stanley's outside directors are responsible for providing unbiased perspectives on the board's policies.
James Gorman, Chairman of the Board, Chief Executive Officer
Simon Evenson, Managing Director
Ryosuke Tamakoshi, Director
Judith Miscik, Independent Director
Mary Schapiro, Independent Director
Shelley Leibowitz, Independent Director
Hironori Kamezawa, Director
Erskine Bowles, Lead Independent Director
Erika James, Independent Director
Edward Pick, Head - Institutional Securities
Hutham Olayan, Independent Director
Stanislav Liberman, Managing Director
Eric Grossman, Chief Legal Officer, Executive Vice President
Jonathan Pruzan, Chief Financial Officer, Executive Vice President
Mandell Crawley, Chief Human Resource Officer
Marc Sgaraglino, Managing Director
James JD, COO
Patrick Willcutts, Corporate Retirement Director
Jami Miscik, Independent Director
James Boustead, Compliance Legal
Perry Traquina, Independent Director
Alistair Darling, Independent Director
Michael Pizzi, Head Technology
Stephen Popovchak, Managing Director
Sharon Yeshaya, Chief Financial Officer
Daniel Simkowitz, Head of Investment Management
Stephen Luczo, Independent Director
Thomas Glocer, Lead Independent Director
Simon Herrmann, Head Group
Sachin Wagle, CoHead India
Takeshi Ogasawara, Director
Donald Nicolaisen, Independent Director
Michael Wilson, Chief Officer
Dennis Nally, Independent Director
Rayford Wilkins, Independent Director
James Rosenthal, COO, Executive VP and Member of Operating Committee
Nobuyuki Hirano, Director
Sarah CFA, MD Centers
Andrew Saperstein, Head - Wealth Management
Robyn Goldschmid, Managing Director
Robert Herz, Independent Director
James Owens, Independent Director
Robert Rooney, Head of Technology - Operations and Firm Resilience
Colm Kelleher, Executive Vice President and Presidentident - Institutional Securities
Keishi Hotsuki, Executive Vice President, Chief Risk Officer
Laura Tyson, Independent Director
Jeffrey Brodsky, Chief Human Resource Officer, Executive Vice President
Elizabeth Corley, Independent Director
Raja Akram, Deputy Officer
Gregory Fleming, Executive Vice President and Presidentident - Asset Management and Presidentident - Global Wealth Management Group
Klaus Kleinfeld, Independent Director
Clint Gartin, Chairman Banking

Morgan Stock Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Morgan Stanley a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

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When determining whether Morgan Stanley is a strong investment it is important to analyze Morgan Stanley's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Morgan Stanley's future performance. For an informed investment choice regarding Morgan Stock, refer to the following important reports:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Morgan Stanley. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in state.
For more information on how to buy Morgan Stock please use our How to Invest in Morgan Stanley guide.
You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.

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When running Morgan Stanley's price analysis, check to measure Morgan Stanley's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Morgan Stanley is operating at the current time. Most of Morgan Stanley's value examination focuses on studying past and present price action to predict the probability of Morgan Stanley's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Morgan Stanley's price. Additionally, you may evaluate how the addition of Morgan Stanley to your portfolios can decrease your overall portfolio volatility.
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Is Morgan Stanley's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Morgan Stanley. If investors know Morgan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Morgan Stanley listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.33)
Dividend Share
3.325
Earnings Share
5.18
Revenue Per Share
32.931
Quarterly Revenue Growth
0.018
The market value of Morgan Stanley is measured differently than its book value, which is the value of Morgan that is recorded on the company's balance sheet. Investors also form their own opinion of Morgan Stanley's value that differs from its market value or its book value, called intrinsic value, which is Morgan Stanley's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Morgan Stanley's market value can be influenced by many factors that don't directly affect Morgan Stanley's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Morgan Stanley's value and its price as these two are different measures arrived at by different means. Investors typically determine if Morgan Stanley is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Morgan Stanley's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.