![]() ![]() Investment performance is not a criterion. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. The team integrates these exceptional wealth management services with its cornerstone values of philanthropy by supporting clients’ charitable goals, committing to volunteer initiatives, and philanthropic events. ![]() These services, alongside life event consulting, investment strategy advisory, and financial literacy education sets each client up for generational success. Driven by strong relationships with leading asset managers and a thorough approach to research, the team has sourced and developed opportunities to create large bespoke custom solutions for clients in the alternative investment space. These opportunities are led by Matthew Jennings, Director of Business Strategy, and a member of the team for over 17 years. ![]() Under the Graystone umbrella, the group maintains discretionary flexibility over investment products not typically available to traditional wealth advisory firms. These four advisors are supported by ten professionals, with areas of focus ranging from financial analysis to wealth planning, with varying degrees of distinction, including, Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ The team is split into sub-teams, with at least two advisors, a financial officer, and an analyst per client relationship. His addition rounds the group out by adding a specialty in institutional investing and consulting. Brian joined the trio upon the transition to Morgan Stanley from Mercer Investments, where he was head of Midwest Consulting. Jim and Michael both come from investment management and trading backgrounds, while Mary specializes in wealth strategies and financial planning. Since the team’s early days, they have been focusing on providing a select group of highly successful families with holistic investment advice. They managed this business until 2016, when the group eventually joined Morgan Stanley Graystone. As a testament to the success of Frye Louis, Credit Suisse entered the family wealth management market by acquiring the group in 2001. Prior to Graystone, Jim, Michael, and Mary founded Frye Louis Capital Management, Inc., the first multi-family office business in the Midwest. With over 125 years of combined industry experience and a partnership that has spanned 30 years, the Graystone team led by Jim Whitney, Michael Sakach, Mary DiChristofano, and Brian Birnbaum brings an unparalleled level of diversity and sophistication rivaled by few in Private Wealth Management. ![]()
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