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Rita Catherine Gaffney
Gestionnaire de Portefeuille-Actions chez
Morgan Stanley Smith Barney LLC (Investment Management)
Profil
Ms. Rita C.
Gaffney is a Senior Vice President, Financial Advisor, Senior Investment Management Consultant, Portfolio Management Director & Family Wealth Advisor at Morgan Stanley Smith Barney LLC.
Ms. Gaffney began her Wall Street career with Merrill Lynch.
It wasn’t long before she realized that she wanted to have a more direct impact in aiding the firm’s clients.
In 1994, she joined Merrill Lynch’s Poughkeepsie office as a financial advisor, with a strong interest in aiding clients plan for their retirement, financial analysis and intergenerational wealth transfer.
In 2000, while still at Merrill Lynch, she combined forces with an equally accomplished financial advisor.
She graduated with a B.S.
in Finance from Shippensburg University of Pennsylvania.
In 2007, she earned the Chartered Retirement Planning Counselor.
Postes actifs de Rita Catherine Gaffney
| Sociétés | Poste | Début |
|---|---|---|
Morgan Stanley Smith Barney LLC (Investment Management)
 Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance MSWM assists clients in devising and implementing a reasoned, systematic, long-term investment strategy tailored to their financial circumstances. The firm also assists clients in evaluating their investment objectives and risk tolerance and enables them to invest in a broad array of eligible assets. | Gestionnaire de Portefeuille-Actions | 01/06/2009 |
Formation de Rita Catherine Gaffney
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
75
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Shippensburg University of Pennsylvania
 Shippensburg University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morgan Stanley Smith Barney LLC (Investment Management)
Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance MSWM assists clients in devising and implementing a reasoned, systematic, long-term investment strategy tailored to their financial circumstances. The firm also assists clients in evaluating their investment objectives and risk tolerance and enables them to invest in a broad array of eligible assets. | Finance |
