Patrick T. Egan

Executive Director at Morgan Stanley Smith Barney LLC

Patrick T. Egan

Patrick T. Egan

Executive Director at Morgan Stanley Smith Barney LLC

Overview
Career Highlights

Morgan Stanley Smith Barney LLC
Morgan Stanley Investment Management, Inc.
Morgan Stanley Wealth Management Australia Pty Ltd.

RelSci Relationships

3344

Number of Boards

23

Birthday

1970

Age

50

Relationships
RelSci Relationships are individuals Patrick T. Egan likely has professional access to. A relationship does not necessarily indicate a personal connection.

Managing Director at Morgan Stanley Investment Management, Inc.

Relationship likelihood: Strong

Executive Officer at Abingdon Futures Fund LP

Relationship likelihood: Strong

Chairman & President at Morgan Stanley Portfolio Strategy Fund LP

Relationship likelihood: Strong

Head of Global Investment Manager Analysis at Morgan Stanley Smith Barney LLC (Investment Management)

Relationship likelihood: Strong

Executive Vice President of Wealth Management at Teachers Insurance & Annuity Association of America

Relationship likelihood: Strong

Director, Chief Executive Officer & President at Morgan Stanley Smith Barney Venture Services LLC

Relationship likelihood: Strong

Director at Orion Futures Fund LP

Relationship likelihood: Strong

Former Director at Ceres Managed Futures LLC

Relationship likelihood: Strong

Director & Managing Director at Morgan Stanley Investment Management, Inc.

Relationship likelihood: Strong

Head of Listed Derivatives Business at Morgan Stanley & Co. LLC

Relationship likelihood: Strong

Paths to Patrick T. Egan
Potential Connections via
Relationship Science
You
Patrick T. Egan
Executive Director at Morgan Stanley Smith Barney LLC
Education
Bachelor of Business Administration with a Concentration in Finance
Class of 1991

The University of Notre Dame’s endowment provides nearly $100 million in financial aid annually to help students pay for college. Less than a generation ago, in 1990, the number was around $5 million. They’ve been able to keep pace with the rapidly growing financial needs of students, in part, by making smart investments in private equity.

Memberships
Associate Member
1997 - Current

National Futures Association (NFA) is the self-regulatory organization for the U.S. derivatives industry, including on-exchange traded futures, retail off-exchange foreign currency (forex) and OTC derivatives (swaps). NFA has developed and enforced rules, provided programs and offered services that safeguard market integrity, protect investors and help our Members meet their regulatory responsibilities and has done so for more than 30 years. Investor confidence is crucial to the success of the derivatives markets, and the best way to gain investor confidence is to demand the highest levels of integrity of all market participants and intermediaries. Membership in NFA is mandatory, assuring that everyone conducting business with the public on the U.S. futures exchanges and in the retail forex marketplace must adhere to the same high standards of professional conduct. NFA membership also is mandatory for swap dealers and major swap participants. NFA's membership currently numbers approximately 3,900 firms and 54,000 associates. NFA is a non-profit, independent regulatory organization. We do not operate any markets. We are not a trade association. We operate at no cost to the taxpayer. We are financed exclusively from membership dues and from assessment fees

Career History
Analyst & Manager, Managed Futures Department
1991 - Prior

Dean Witter Reynolds was an American stock brokerage and securities firm catering to retail clients. In 1997, Dean Witter's parent company Dean Witter, Discover, Inc., which also owned Discover Card, merged with investment banking house Morgan Stanley to form Morgan Stanley Dean Witter. The combined firm later dropped the Dean Witter name. In 2009, the Dean Witter retail operations were transferred to Morgan Stanley Smith Barney, a joint venture with Citigroup.

President
2010 - Current

Ceres Managed Futures LLC, a subsidiary of Morgan Stanley, is an American company located in New York, NY, that provides fund management services.

Associated Person (AP)
2007 - 2010
Boards & Committees
President & Director
2016 - Current

Diversified 2000 Futures Fund LP, part of Morgan Stanley, is a company headquartered in New York, NY, involved in venture capital/private equity.

Chairman & President
2010 - Current

Morgan Stanley Smith Barney Charter Campbell LP engages in speculative trading of futures contracts, options on futures and forward contracts, and forward contracts on physical commodities and other commodity interests. Its trading services include foreign currencies, financial instruments, metals, energy, and agricultural products. The company was founded in 2002 and is headquartered in New York, NY.

Chairman & President
2010 - Current

Part of Morgan Stanley, Morgan Stanley Smith Barney Spectrum Technical LP is an American company located in New York, NY, specializing in venture capital/private equity.

Transactions
Details Hidden

Commodity Advisors Fund LP raised money in a private placement transaction

Details Hidden

Managed Futures Premier Graham LP raised money in a private placement transaction

Details Hidden

Tactical Diversified Futures Fund LP raised money in a private placement transaction

Other Affiliations

Patrick T. Egan is affiliated with Dean Witter Reynolds, Inc., Ceres Managed Futures LLC, Morgan Stanley MS and Co., DeanWitter InterCapital, Inc., MS & Co., Morgan Stanley AI GP LLC, Morgan Stanley Wealth Management Australia Pty Ltd., Morgan Stanley GWM Feeder Strategies LLC, EMERGING CTA PORTFOLIO LP, Commodity Advisors Fund LP, Managed Futures Premier Warrington LP, Potomac Futures Fund LP, Orion Futures Fund LP, Managed Futures Premier Energy Fund LP II, Tactical Diversified Futures Fund LP, Morgan Stanley Smith Barney Spectrum Technical LP, Morgan Stanley Smith Barney Charter Campbell LP, Morgan Stanley Smith Barney Charter WNT LP, Morgan Stanley Smith Barney Charter Aspect LP, Managed Futures Premier Graham LP, Morgan Stanley Smith Barney LLC, Westport JWH Futures Fund LP, Diversified 2000 Futures Fund LP, Managed Futures Profile LV LP, Abingdon Futures Fund LP, Managed Futures Premier Energy Fund LP, Morgan Stanley Investment Management, Inc., Diversified 2000 Futures Fund LP, Morgan Stanley Smith Barney Charter Campbell LP, Morgan Stanley Smith Barney Spectrum Technical LP, Ceres Managed Futures LLC, Potomac Futures Fund LP, Commodity Advisors Fund LP, Tactical Diversified Futures Fund LP, Morgan Stanley Smith Barney Charter Aspect LP, EMERGING CTA PORTFOLIO LP, Morgan Stanley Smith Barney Charter WNT LP, Managed Futures Profile LV LP, Morgan Stanley Smith Barney Spectrum Select LP, Westport JWH Futures Fund LP, Abingdon Futures Fund LP, Tidewater Futures Fund LP, Managed Futures Premier Warrington LP, Managed Futures Premier Graham LP, CMF Winton Feeder I LP, Orion Futures Fund LP, Global Diversified Futures Fund LP, Managed Futures Premier Energy Fund LP, Managed Futures Premier Energy Fund LP II, Fairfield Futures Fund LP II

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Patrick T. Egan. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Patrick T. Egan's profile does not indicate a business or promotional relationship of any kind between RelSci and Patrick T. Egan.