Rita Catherine Gaffney

Portfolio Manager-Equities at

Morgan Stanley Smith Barney LLC (Investment Management)

Consumer Services

Finance

Profile

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.

Rita Catherine Gaffney active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	2009-05-31

All active positions of Rita Catherine Gaffney

Training of Rita Catherine Gaffney

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Rita Catherine Gaffney's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	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

Private companies