James Gorman

Chief Executive Officer at Morgan Stanley

James Gorman

James Gorman

Chief Executive Officer at Morgan Stanley

Overview
Career Highlights

Morgan Stanley Global Wealth Management Group
Federal Advisory Council
Morgan Stanley

RelSci Relationships

14843

Number of Boards

19

Birthday

1959 - Melbourne, Australia

Age

61

Number of Awards

10

Relationships
RelSci Relationships are individuals James Gorman likely has professional access to. A relationship does not necessarily indicate a personal connection.

Head of Wealth Management at Morgan Stanley

Relationship likelihood: Strong

Executive Chairman & Founder at BlueVoyant LLC

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Head, Investment Management at Morgan Stanley

Relationship likelihood: Strong

Former President & Principal Executive Officer at Morgan Stanley

Relationship likelihood: Strong

Executive Director at Morgan Stanley Smith Barney LLC

Relationship likelihood: Strong

Co-Founder at KKR & Co., Inc.

Relationship likelihood: Strong

Chief Executive Officer at Citigroup, Inc.

Relationship likelihood: Strong

Chief Executive Officer & Vice Chairman at Kissinger Associates, Inc.

Relationship likelihood: Strong

Head of Multicultural Client Strategy Group at Morgan Stanley

Relationship likelihood: Strong

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James Gorman
Chief Executive Officer at Morgan Stanley
Education
MBA
Class of 1987

Columbia Business School (CBS) is the business school of Columbia University in Manhattan, New York City. It was established in 1916 to provide business training and professional preparation for undergraduate and graduate Columbia University students. It is one of six Ivy League business schools and its admission process is among the most selective of top business schools.

Bachelor of Arts

Established in 1853, the University of Melbourne is a public-spirited institution that makes distinctive contributions to society in research, learning and teaching and engagement. It’s consistently ranked among the leading universities in the world, with international rankings of world universities placing it as number 1 in Australia and number 34 in the world (Times Higher Education World University Rankings 2013-2014).

Attendee

Xavier College Preparatory High School is a private, Roman Catholic Jesuit high school in Palm Desert, California. It is located in the Roman Catholic Diocese of San Bernardino. Xavier College Prep is the first and only Catholic high school east of the Riverside/San Bernardino corridor and west of the Arizona border. It is also the first lay-built, Jesuit-endorsed high school of its kind and is associated with the six other Jesuit high schools in the state of California. Xavier College Prep was established in 2006 with 48 freshman students. In 2009-2010 the first senior class graduated with 60 graduates, 100% of the senior graduates going to college. Currently, Xavier College Prep has over 525 students enrolled in 9th, 10th, 11th and 12th grade, and a student to teacher ratio of 12:1. Tuition is $10,825, with 45% of students receiving need-based aid. The student profile for the school is 55% Female, 45% Male, and 48% Minority. Xavier admits students on the basis of their abilities to succeed in a college preparatory environment and retains only those who achieve a 2.00 grade point average or greater. The school does not rank its students. The criteria for the school's admission is that all students must submit an application, references, transcripts, a writing sample, and sit for the High School Placement Test(HSPT). Incoming students must also have an interview.

Bachelor of Laws

Melbourne Law School (MLS or Melbourne Law) is one of the professional graduate schools of the University of Melbourne. Located in Carlton, Victoria, MLS is Australia's oldest law school, and offers J.D., LL.M, M.Phil, Ph.D, and LL.D degrees. MLS is the only Australian member of the Law School Admission Council; and, in 2013, it was ranked as the best law school in Australia and fifth best in the world, according to the QS World University Rankings. MLS has produced a large number of luminaries in law and politics, including former Prime Minister Julia Gillard, Attorney-General Mark Dreyfus, Justice of the High Court of Australia Kenneth Hayne, and the Governor of Victoria Alex Chernov.

Memberships
Member
Current

Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY.

Member
Current

The Business Roundtable advocates public policies that ensure economic growth. It considers public policy issues which contains groups like the construction users anti-inflation roundtable, a group devoted to containing construction costs; and the labor law study committee, made up of labor relations executives of major companies. The Business Roundtable was founded in 1972 and is headquartered in Washington, DC.

Member
Current

The Financial Services Forum is a non-partisan financial and economic policy organization comprising the CEOs of 18 of the largest and most diversified financial services institutions doing business in the United States. The purpose of the Forum is to pursue policies that encourage savings and investment, promote an open and competitive global marketplace, and ensure the opportunity of people everywhere to participate fully and productively in the 21st-century global economy.

Career History
Chief Executive Officer
2007 - Current

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan on September 16, 1935 and is headquartered in New York, NY.

President & Chief Operating Officer
2006 - 2008

Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is a joint venture between Morgan Stanley and Citigroup. On January 13, 2009, Morgan Stanley and Citigroup announced that Citigroup would sell 51% of Smith Barney to Morgan Stanley, creating Morgan Stanley Smith Barney, which was formerly a division of Citi Global Wealth Management. The combined brokerage house has 17,649 financial advisors and manages $1.65 trillion in client assets. Clients range from individual investors to small- and mid-sized businesses, as well as large corporations, non-profit organizations and family foundations. On September 25, 2012, Morgan Stanley announced that its U.S. wealth management business was renamed "Morgan Stanley Wealth Management." The broker-dealer designation for Morgan Stanley Wealth Management will remain "Morgan Stanley Smith Barney LLC.

Chief Marketing Officer
1999 - 2005

Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.

Boards & Committees
Chairman, Advisory Board
2013 - Current

We believe that private sector capital can play a key role in driving large-scale solutions to the most critical challenges to global prosperity and well-being. The Institute for Sustainable Investing seeks to help businesses, institutions and individuals direct capital to these challenges in scalable ways. We focus on: Sustainable Investing: Financial solutions that enable sustainable investing at scale Thought Leadership: Groundbreaking insights that help mobilize capital to sustainable solutions Capacity Building: Programs and strategic partnerships that build capacity and best practices in the field of sustainable investing.

Trustee
Prior

The Spence School provides educational services. It offers a day school services for girls in kindergarten. The company was founded by Clara Bebbe Spence in 1892 and is headquartered in New York, NY.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$50K +
2018

Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY.

$25K - $50K
2017

Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY.

$25K - $50K
2013

Columbia Business School (CBS) is the business school of Columbia University in Manhattan, New York City. It was established in 1916 to provide business training and professional preparation for undergraduate and graduate Columbia University students. It is one of six Ivy League business schools and its admission process is among the most selective of top business schools.

Transactions
Details Hidden

Morgan Stanley purchases Morgan Stanley Smith Barney Holdings LLC from Citigroup, Inc.

Details Hidden

TPG Capital, LP, China International Capital Corp. /Private Group, Kohlberg Kravis Roberts & Co. LP purchase China International Capital Corp. Ltd. from Morgan Stanley

Public Holdings
Restricted data only for RelSci Professional users.
Awards & Honors
2014
Bloomberg Markets Magazine - 50 Most Influential
Rank #222
2014
Chief Executive Magazine - Wealth Creators
Rank #9
2014
Worth Magazine - The Power 100: The 100 Most Powerful People in Finance
Events
Attendee
Securities Industry and Financial Markets Association Annual Meeting

Speaker
New York-Northern New Jersey-Long Island, NY-NJ-PA Metropolitan Statistical Area
4th Annual Morgan Stanley U.S. Financials Conference

Speaker
Tianjin, GD, China
2010 World Economic Forum Annual Meeting of the New Champions

At the Annual Meeting of the New Champions, the World Economic Forum brings together emerging global leaders and Mentors willing to share the knowledge and perception that only come with experience. It is this powerful mix of questioning, insight and resilience that makes the Summer Davos unique. This year’s Meeting focused on “Driving Growth through Sustainability”, an opportunity that confronts every business, government, civil society organization and individual. From the start of the three-day event, it was clear that participants understood the key factors needed to achieve this goal, especially in the post-crisis context. Throughout the Meeting, the nature of innovation and creativity in institutions, policies, systems and technologies was explored. To drive the innovation necessary to achieve balanced growth and sustainability requires many inputs, including a high degree of collaboration among all players, even rivals.

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