Patrick Willcutts - Morgan Stanley Corporate Retirement Director

MSBR34 Stock  BRL 95.83  0.91  0.96%   

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
Phone212 761 4000
Webhttps://www.morganstanley.com

Morgan Stanley Management Efficiency

The company has return on total asset (ROA) of 0.0108 % which means that it generated a profit of $0.0108 on every $100 spent on assets. This is way below average. Similarly, it shows a return on equity (ROE) of 0.1071 %, meaning that it generated $0.1071 on every $100 dollars invested by stockholders. 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 has accumulated 227.36 B in total debt with debt to equity ratio (D/E) of 3.15, implying the company greatly relies on financing operations through barrowing. Morgan Stanley has a current ratio of 1.84, which is within standard range for the sector. 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. The company was founded in 1924 and is headquartered in New York, New York. MORGAN STAN operates under Capital Markets classification in Brazil and is traded on Sao Paolo Stock Exchange. It employs 72000 people. Morgan Stanley (MSBR34) is traded on Sao Paulo Exchange in Brazil and employs 82,427 people.

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.
Thomas Glocer, Lead Independent Director
James Gorman, Chairman, CEO and President Member of Operating Committee and Chairman of Morgan Stanley Smith Barne
Takeshi Ogasawara, Director
Ryosuke Tamakoshi, Director
Judith Miscik, Independent Director
Mary Schapiro, Independent Director
Shelley Leibowitz, Independent Director
Donald Nicolaisen, Independent Director
Erskine Bowles, Lead Independent Director
Michael Wilson, Chief Officer
Dennis Nally, Independent Director
Edward Pick, Head - Institutional Securities
Hutham Olayan, Independent Director
Eric Grossman, Executive Vice President Chief Legal Officer
Rayford Wilkins, Independent Director
Jonathan Pruzan, CFO, Executive VP and Member of Operating Committee
James Rosenthal, COO, Executive VP and Member of Operating Committee
Marc Sgaraglino, Managing Director
Nobuyuki Hirano, Director
Sarah CFA, MD Centers
Andrew Saperstein, Head - Wealth Management
Patrick Willcutts, Corporate Retirement Director
Robert Herz, Independent Director
Jami Miscik, Independent Director
James Owens, Independent Director
Robert Rooney, Head of Technology - Operations and Firm Resilience
Colm Kelleher, President
Keishi Hotsuki, Executive Vice President Chief Risk Officer
Perry Traquina, Independent Director
Laura Tyson, Independent Director
Jeffrey Brodsky, Chief Human Resource Officer, Executive Vice President
Alistair Darling, Independent Director
Elizabeth Corley, Independent Director
Sharon Yeshaya, Ex CFO
Raja Akram, Deputy Officer
Gregory Fleming, Executive Vice President and Presidentident - Investment Management and Presidentident - Wealth Management
Klaus Kleinfeld, Independent Director
Daniel Simkowitz, Head of Investment Management
Stephen Luczo, Independent Director

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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Morgan Stanley in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Morgan Stanley's short interest history, or implied volatility extrapolated from Morgan Stanley options trading.

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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 nation.
For information on how to trade Morgan Stock refer to our How to Trade Morgan Stock guide.
Note that the Morgan Stanley information on this page should be used as a complementary analysis to other Morgan Stanley's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.

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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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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.