Edward Howard Perkins III

Executive Director of Wealth Management at Morgan Stanley Smith Barney LLC (Invt Mgmt)

Edward Howard Perkins III

Edward Howard Perkins III

Executive Director of Wealth Management at Morgan Stanley Smith Barney LLC (Invt Mgmt)

Biography

Mr. Edward H. Perkins is an Executive Director of Wealth Management, Wealth Advisor & Senior Portfolio Management Director at Morgan Stanley Smith Barney LLC. Mr. Perkins held the title of Senior Vice President and Senior Portfolio Manager at UBS Financial Services, Inc., from 2003 until 2009. In March, 2014, 2015, 2017, and 2018, he was named to the Financial Times’ list of Top 400 Financial Advisors. In February 2018, he was named to Forbes Magazine’s inaugural list of America’s Top Wealth Advisors: State-By-State. Before joining UBS, Mr. Perkins was a Senior Vice President at Gilford Securities, Inc. where he was also a member of the Board of Directors and the Management Advisory Committee. He holds an MBA from Indiana University and a BA from the University of Colorado.[

Overview
Career Highlights

Morgan Stanley Smith Barney LLC (Invt Mgmt)

RelSci Relationships

2274

Number of Boards

1

Number of Awards

4

Contact Data
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Relationships
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Chairman, President & Chief Executive Officer at Morgan Stanley Smith Barney LLC (Invt Mgmt)

Relationship likelihood: Strong

Managing Director of Wealth Management & Wealth Advisor, Front Street Group at Morgan Stanley Smith Barney LLC (Invt Mgmt)

Relationship likelihood: Strong

Executive Director & Head of Morgan Stanley Wealth Management's Equity Model Portfolio Team at Morgan Stanley Smith Barney LLC (Invt Mgmt)

Relationship likelihood: Strong

Co-Chairman, Co-President & Co-Chief Executive Officer at Morgan Stanley Smith Barney LLC

Relationship likelihood: Strong

Managing Director of Wealth Management, Private Wealth Advisor of the Connolly Principe Group at Morgan Stanley Smith Barney LLC (Invt Mgmt)

Relationship likelihood: Strong

Managing Director & Head of Field Talent Management at Morgan Stanley

Relationship likelihood: Strong

Senior Vice President & Financial Advisor, Venable Cantey Pruitt & Sexton at Morgan Stanley Smith Barney LLC (Invt Mgmt)

Relationship likelihood: Strong

Managing Director & Head of Media Research at Morgan Stanley

Relationship likelihood: Strong

Professional at Morgan Stanley Private Bank NA

Relationship likelihood: Strong

Managing Director, Global Capital Markets at Morgan Stanley

Relationship likelihood: Strong

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Edward Howard Perkins III
Executive Director of Wealth Management at Morgan Stanley Smith Barney LLC (Invt Mgmt)
Education
BA

The University of Colorado advances the economy, health and culture of Colorado and beyond, educating more than 435,000 students who have become catalysts in business, arts, health and community growth. CU’s four campuses feature top-tier faculty and hands-on learning opportunities in an environment where students thrive.

Career History
Executive Director of Wealth Management
2009 - Current

Morgan Stanley Private Wealth Management provides highly customized financial advice, investment solutions and brokerage services to individuals, families and foundations. As Morgan Stanley’s premier service for individuals and families with significant means, Private Wealth Management specializes in providing clients with custom-tailored financial solutions and a level of sophistication and access to expertise and investments typically reserved for large corporations, financial institutions and endowments.

Senior Vice President & Senior Portfolio Manager
2003 - 2009

UBS's wealth management division offers high net worth individuals a range of advisory and investment products and services. UBS offers brokerage services and products as well as asset management and other investment advisory and portfolio management products and services.

Senior Vice President
Prior

Founded in 1979 by Ralph Worthington and several other senior officers of Blyth Eastman Dillon, Gilford Securities, Inc. is an investment banking firm and registered broker/dealer located in New York City. The firm provides a variety of services to corporations, individuals and institutions. Their research approach is based on fundamental analysis and seeks to remain attentive to market sentiment. Gilford Securities seeks to provide sound financial advice that translates into superior returns for their clients. The firm's research efforts focus concentrates on small/mid-cap growth ideas, specifically, niche/international leaders that stand to benefit from long-term secular trends. Gilford Securities' research coverage includes spans multiple industries, with primary emphasis on the following sectors: (1) information technology and e-Commerce (2) energy (3) retail, consumer and specialty (4) chemicals and pharmaceuticals (5) clean technology and alternative energy and (6) consumer and business services.

Boards & Committees
Member, Board of Directors
Prior

Founded in 1979 by Ralph Worthington and several other senior officers of Blyth Eastman Dillon, Gilford Securities, Inc. is an investment banking firm and registered broker/dealer located in New York City. The firm provides a variety of services to corporations, individuals and institutions. Their research approach is based on fundamental analysis and seeks to remain attentive to market sentiment. Gilford Securities seeks to provide sound financial advice that translates into superior returns for their clients. The firm's research efforts focus concentrates on small/mid-cap growth ideas, specifically, niche/international leaders that stand to benefit from long-term secular trends. Gilford Securities' research coverage includes spans multiple industries, with primary emphasis on the following sectors: (1) information technology and e-Commerce (2) energy (3) retail, consumer and specialty (4) chemicals and pharmaceuticals (5) clean technology and alternative energy and (6) consumer and business services.

Awards & Honors
2018
Financial Times Magazine - Top 400 Financial Advisors
2017
Financial Times Magazine - Top 400 Financial Advisors
2015
Financial Times Magazine - Top 400 Financial Advisors
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