Rita Catherine Gaffney
Portfolio Manager-Equities at Morgan Stanley Smith Barney LLC (Investment Management)
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.
Ms. Gaffney 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 Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities. | Portfolio Manager-Equities | 2009-05-31 |
Training of Rita Catherine Gaffney
| Shippensburg University of Pennsylvania | Undergraduate Degree |
Experiences
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Private companies
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1st degree connections
1st degree companies
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Members of the board
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Linked companies
| Private companies | 1 |
|---|---|
Morgan Stanley Smith Barney LLC (Investment Management)
Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities. | Finance |
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