James P. Gorman

• Major Firms See Assets, Fees Rise in Q1 ‘12 But Post Mixed Results for FA Headcounts

  By Janet Levaux, AdvisorOne  |  May 24, 2012

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  Morgan Stanley Tops Estimates; Loses 300 Advisors

  By Janet Levaux, AdvisorOne  |  April 19, 2012

  Morgan Stanley Smith Barney advisors have average production of $787,000 and assets of $101 million.

• Most Earnings Top Estimates on Mixed Advisor-Headcount News

  By Janet Levaux, AdvisorOne  |  November 23, 2011

  Bank of America reported net income of $6.2 billion, or $0.56 per share, for the third quarter vs. a net loss of $7.3 billion, or $0.77 per share, last year — topping analysts’ estimates by a wide margin. Revenue, net of interest expense (and calculated on a fully taxable-equivalent basis)...

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  Morgan Stanley Tops Estimates; Advisors Attract $15.5B of Inflows: Q3 Earnings

  By Janet Levaux, AdvisorOne  |  October 19, 2011

  Morgan Stanley said Tuesday that it had net income of $2.2 billion, or $1.14 per share, from continuing operations compared with income of $314 million, or $0.05 per share, for the same period a year ago, beating analysts’ estimates.

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  Mack Leaving Morgan Stanley; Gorman Takes Over in 2012

  By Janet Levaux, AdvisorOne  |  September 15, 2011

  Morgan Stanley said Thursday that John Mack will step down as chairman and leave the board at year-end, with CEO James Gorman succeeding him on Jan. 1.

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  2010 Q4 Earnings: Morgan Stanley’s Net Income Makes Big Jump on Strong Sales

  By Janet Levaux, AdvisorOne  |  January 20, 2011

  Advisors with Morgan Stanley Smith Barney had $14.1 billion in net new client assets in the fourth quarter

• Morgan Stanley Outlines Exec Shifts

  By Janet Levaux, AdvisorOne  |  January 1, 2010

  In early December, Morgan Stanley announced key leadership appointments effective January 1, 2010, when James P. Gorman becomes CEO and president and John J....

• Gorman Tapped as Morgan Stanley CEO

  By Janet Levaux, AdvisorOne  |  October 1, 2009

  Morgan Stanley's Board of Directors has announced that Co-President James P. Gorman will become the firm's CEO, effective January 1, 2010, while Chairman and CEO...

• Gorman to Lead Morgan Stanley; Should Become CEO in 2010

  By Janet Levaux, AdvisorOne  |  September 10, 2009

  Leader of Morgan Stanley venture with Smith Barney and 18,450 advisors will also serve on firm's board of directors.

• James Gorman Moves Up, as Zoe Cruz Bows Out

  By Janet Levaux, AdvisorOne  |  January 1, 2008

  As of December 1, wealth-management head James Gorman, 49, and Morgan Stanley International chief Walid Chammah, 53, are co-presidents. They replace "retiring" co-president Zoe Cruz...