This Day On The Street
Continue to site
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Robert J. Dow Joins Graystone Consulting, A Business Of Morgan Stanley Smith Barney

Graystone Consulting, a business of Morgan Stanley Smith Barney, announced today that Robert J. Dow, CIMA, Executive Director, has joined one of the Firm’s institutionally-focused consulting group teams, headed by Phil C. Shaffer, Managing Director, in Columbus, Ohio. The Shaffer Team has primarily served nonprofits and large family consulting needs for more than 25 years throughout the Central and Southeast regions of the country. Bob will be based in Morgan Stanley’s Private Wealth Management office in Chicago to further expand the existing footprint of Graystone Consulting, as well as partner with Morgan Stanley’s Private Wealth Advisors who provide a range of investment services to ultra-high net worth individuals, families and related institutions

“We are delighted to welcome Bob to Graystone Consulting,” said Marc Brookman, Managing Director. “The Shaffer Team is an industry leader serving Foundations, Endowments and non-profits, and Bob’s extensive experience and multi-disciplined approach to investment and fiduciary services, planned giving and asset servicing will further benefit our clients.”

“I am thrilled to be joining Graystone Consulting and The Shaffer team,” said Dow. “When considering this significant change, I thoroughly analyzed what families and the board members and staff of universities, colleges and other nonprofits will need both today and in the future. Whether it is for traditional investment consulting, investment management or assisting with fiduciary responsibilities, it quickly became clear that Graystone Consulting is the best choice for my clients, offering the strengths of a boutique investment consultant backed by the broad resources and capital markets expertise of Morgan Stanley Smith Barney.”

Prior to joining Graystone Consulting, Bob spent 25 years at Northern Trust, where he founded the firm’s first dedicated non-profit advisory business. In his most recent role, Bob served as Managing Director for the Midwest and Northeast Foundation and Institutional Advisors, and managed the practice’s national planned giving and fiduciary trust services. During his tenure at Northern Trust, Bob worked in various roles including Director for the Midwest’s Personal Financial Service’s Wealth Strategy Group and Midwest Director for Institutional Investment Services within Northern Trust Global Investments. He also worked in their Corporate and Institutional business unit and held roles in product development, new business development, valuation consulting and accounting.

1 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
SYM TRADE IT LAST %CHG

Markets

Chart of I:DJI
DOW 16,102.38 -272.38 -1.66%
S&P 500 1,921.22 -29.91 -1.53%
NASDAQ 4,683.9190 -49.5780 -1.05%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs