Senior Vice President
Senior Portfolio Management Director
Howard Perkins is a Senior Vice President, Wealth Advisor and Senior Portfolio Management Director at Morgan Stanley. Previously, he also held the title of Senior Vice President and Senior Portfolio Manager at UBS Financial Services, Inc., from 2003 until 2009. In March, 2014, 2015, 2017, and 2018 he was named to the Financial Times’ list of Top 400 Financial Advisors.* In February 2018, he was named to Forbes Magazine’s inaugural list of America’s Top Wealth Advisors: State-By-State. **Before joining UBS, Mr. Perkins was a Senior Vice President at Gilford Securities, Inc. where he was also a member of the Board of Directors and the Management Advisory Committee. He holds an MBA from Indiana University and a BA from the University of Colorado.
*The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times (March, 2015).
Source: Forbes.com (Jan. 2018). America’s Top Wealth Advisors: State-By-State ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and 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. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information: www.SHOOKresearch.com.
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