[111] Prince argued in September 2007 that there was a "rush to judgment" about Blackwater, due to "inaccurate information.”, On March 31, 2004, Iraqi insurgents in Fallujah ambushed two SUVs, killing the four armed Blackwater contractors inside. Academi's Board of Directors included former Attorney General John Ashcroft, former White House Counsel and Vice Presidential Chief of Staff Jack Quinn, retired Admiral and former NSA Director Bobby Ray Inman,[43] and Texas businessman Red McCombs, who served as Chairman of the Board. Export Violations", "Security Firm Faces Criminal Charges in Iraq", "Immunity Deal Hampers Blackwater Inquiry", "Blackwater Case Highlights Legal Uncertainties", "Iraqis speak of random killings committed by private Blackwater guards", "U.S. Rankings are based on the opinions of SHOOK Research, LLC. [69][70] Several of the MD-530 helicopters used by Blackwater Security Consulting in Iraq are also operated through AWS. Neither Forbes nor SHOOK receives compensation from any party, including Morgan Stanley Smith Barney LLC, nor its Financial Advisors or Private Wealth Advisors in exchange for the ranking. Barron’s Top 100 Women Financial Advisors 2017. [17], Before 2001, tier-one contractors, or former members of elite, special forces units, were hired from a small pool of applicants. For more information, see www.SHOOKresearch.com. ; and quantitative criteria, such as assets under management and revenue generated for their firms. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The teams in the ranking were evaluated on a range of criteria, including institutional investment assets overseen by the team, the revenue generated by those assets, the number of clients served by the team, and the number of team members and their regulatory records. [66], Aviation Worldwide Services (AWS) was founded by Richard Pere and Tim Childrey, and was based at Melbourne, Florida, US. Forbes Top Next Generation Wealth Advisors 2018, Source: Forbes Magazine (July, 2018). Eventually, the CIA realized that a large number of civilian contractors would be needed overseas to accomplish its broad goals. Blackwater's presence after Katrina cost the federal government $240,000 per day. Source: Research Magazine’s 130 Top-Ranked Advisor Teams in America, as identified by The Winner’s Circle®, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years’ financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. The rating may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. "We interdict. Blackwater received a contract to train United States Navy sailors, which was managed by Jamie Smith, following the attack on the USS Cole. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. Self-nominations are not accepted. Greystone is a private commercial real estate finance and investment company with unmatched expertise in debt, equity, investment sales and loan servicing solutions. "[145], A staff report compiled by the House Committee on Oversight and Government Reform on behalf of Representative Henry Waxman questioned the cost-effectiveness of using Blackwater forces instead of U.S. troops. Source: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). [116] al-Isawi was ultimately handed over to Iraqi authorities for trial and executed by hanging some time before November 2013. Forbes Top Next Generation Wealth Advisors 2020. Forbes Top 250 Women Wealth Advisors 2019. Academi has a variety of services and product offerings. Neither Morgan Stanly Smith Barney LLC nor its Financial Advisors pay a fee to 401kWire in exchange for the rating. Barron’s Top 100 Financial Advisors bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. Source: PLANSPONSOR Adviser nominations for Retirement Plan Adviser/Team of the Year were solicited from retirement plan advisers, employers and/or broker-dealers and from plan sponsors, as well as from working partners of the nominees, including investment vendors, accountants, attorneys and pension administrators. Source: PLANADVISER.com, March 2020 – The “PLANADVISER’S 2020 Top 100 Retirement Plan Advisers” list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. For more information on NABCAP’s methodology, go to nabcap.org. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. [109] In 2009, FBI investigators were unable to match the bullets from the shooting to those guns carried by Blackwater contractors, leaving open the possibility that insurgents also fired at the victims. Source: Barron’s Top 50 Private Wealth Teams, April 22, 2019. 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. Baltimore Jewish Times Up-and-Coming Young Professionals 2009. [15] However, this claim is denied by Prince and Blackwater executive Gary Jackson who describe firing Smith from his position as a low-level administrator for "non-performance" after a 30-day contract. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. NABCAP uses a methodology that it has created that includes both quantitative and qualitative criteria, including, but not limited to, financial planning, education, experience and compliance record. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to NAPA-Net in exchange for the rating. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. The State Department will also install video surveillance equipment in all Blackwater armored vehicles, and will keep recordings of all radio communications between Blackwater convoys in Iraq and the military and civilian agencies that supervise their activities. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. Initial reports indicated that the helicopter was shot down by rocket propelled grenades.[131]. NAPA’s Top DC Advisor Firms recognizes firms, teams or offices for their defined contribution (DC) practice specifically. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 1997. The rating is not indicative of the Financial Advisor’s future performance. The rating is not indicative of the Financial Advisor’s future performance. About Greystone. "[184], After the Nisour Square killings of 17 Iraqi civilians and the injury of 20 more by Blackwater convoy guards in a Baghdad traffic circle in September 2007, charges were brought against five guards. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to Barron’s in exchange for the rating. Forbes America's Top Wealth Advisors 2017. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. For more information see www.SHOOKresearch.com. Greystone was founded on the premise that small to medium sized businesses will always need a trusted business adviser. ... Greystone Consulting Inc. CPA Firm specializing in accounting, taxes and crypto taxes. Our services include, Management Consulting, Digital Marketing Strategy, Product Strategy, and Non-Profit Consulting. Source: Baltimore Business Journal, “40 under 40 Most Influential Business Leaders”, August 1997. Financial Advisors must be under the age of 40 as of August 2013. Our full spectrum of integrated investment solutions is delivered by dedicated teams of seasoned investment consultants who have an acute understanding of your unique needs. ; and quantitative criteria, such as assets under management and revenue generated for their firms. NABCAP contracts with Rank Premier Advisors to administer its evaluation process. [23], On September 1, 2005, following Hurricane Katrina, Blackwater dispatched a rescue team and helicopter to support relief operations. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Barron’s in exchange for the rating. Business consulting services relating to the integration of the areas of business process technology, organizational learning… Owned by: Graystone Consulting Associates, Inc. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating. [30][31][32][33] The opening had faced heavy opposition from local residents, residents of nearby San Diego, local Congressmember Bob Filner, and environmentalist and anti-war organizations. Pelton, Robert Young: "Licensed to kill, hired guns in the war on terror," Crown, August 29, 2006. The award is based upon a recipient’s application and not upon any qualitative or quantitative criteria relating specifically to one’s position as a Financial Advisor. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Advisors in the Top 1,200 Financial Advisors list have a minimum of seven years of financial services experience. [135][136] Blackwater hired the public relations firm BKSH & Associates Worldwide, a subsidiary of Burson-Marsteller, to help Prince prepare for his testimony at the hearing. Barron's Top 100 Women Financial Advisors 2020. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high net worth accounts and families to portfolio management and retirement planning. The rating is not indicative of the Institutional Consulting Director’s past or future performance. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. [88] As Richard Douglas, a deputy assistant secretary of defense, explained, "The fact is, we use Blackwater to do a lot of our training of counternarcotics police in Afghanistan. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to NAPA-Net in exchange for the rating. The rating is not indicative of the Financial Advisor’s past or future performance. The Best-In-State Wealth Advisors 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. They also set up a "tent city" for evacuees. Manzetti's sources, which tied the program to Blackwater, declined to have their names made public. Greenwich Associates 2018 Quality Leader Award. They also offer courses in tactical and off-road driving.[53]. [134], On October 2, 2007, Erik Prince attended a congressional hearing conducted by the Committee on Oversight and Government Reform following the controversy related to Blackwater's conduct in Iraq and Afghanistan. Only advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list. Selected Financial Advisors are ranked exclusively by assets under management custodied at their firm. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. As a Graystone Consulting client, you will benefit from the resources, thought leadership and capital markets insights from Morgan Stanley's global specialists. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Leader Top Commercial FHA, Fannie Mae and Freddie Mac Lender $16.6 B Loans Originated in 2020 $70.2 B Primary & Special Loan Servicing Portfolio Advisors in the Top 1,000 Financial Advisors have a minimum of seven years of financial services experience. "[115] Intelligence reports concluded that Ahmad Hashim Abd al-Isawi was the mastermind behind the attack, and he was captured after a Navy SEAL special operation in 2009. Top Women Wealth Advisors ranking was developed by SHOOK Research and 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. Source: PLANADVISER.com, October 2015, The 2015 PLANADVISER Retirement Plan Team of the Year. The ranking, developed by SHOOK Research, 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. Our clients are among the top performing independent firms in the United States, Canada and Southeast Asia. The ranking is based on the team’s defined contributions to assets under management. The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. The NIU surgically goes after shipments going to Iran or Pakistan. Check the background of Our Firm and Investment Professionals on, 401kWire's 300 Most Influential DC Advisors 2011. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. For more information see, Forbes Best-In-State Next-Gen Advisors 2019, Forbes Magazine (September 2019). This relationship is the Graystone difference. A total of 855 advisors applied for the award, of which 401 were selected (47%). USTC's primary training facility, located on 7,000 acres (28 km2) in northeastern North Carolina, comprises several ranges, indoor, outdoor, urban reproductions, a man-made lake, and a driving track in Camden and Currituck counties. [166] In 2012 the Department of Justice closed the investigation without filing any charges. Barron’s Top 100 Women Financial Advisors bases its ratings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. "[104] Between 2005 and September 2007, Blackwater security staff were involved in 195 shooting incidents; in 163 of those cases, Blackwater personnel fired first. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Barron’s in exchange for the rating. The rating may not be 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to the Financial Times in exchange for the rating. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. Subsequently, it reorganized its business units, added a corporate governance and ethics program, and established an independent committee of outside experts to supervise compliance structures. He pointed out that current and former executives have been regularly deposed by federal agencies. Data as of 3/31/18. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. For more information: www.SHOOKresearch.com. 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. Blackwater charges the government $1,222 per day per guard, "equivalent to $445,000 per year, or six times more than the cost of an equivalent U.S. soldier," the report alleged. Plans Tighter Control of Security Firm", U.S. will not renew Blackwater contract in Iraq, "Blackwater Reaches Deal on U.S. Data provided by SHOOKTM Research, LLC. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to the Financial Times in exchange for the rating. Tasks can be from very small scale up major operations to "facilitate large scale stability operations requiring large … John Frese, the U.S. embassy in Iraq's top security official, declined to punish Blackwater or the security guards because he believed any disciplinary actions would lower the morale of the Blackwater contractors. ; and quantitative criteria, such as assets under management and revenue generated for their firms. [67] They specialize in Short 360, EMB 120, Saab 340, and CASA 212 maintenance. Force Protection Inc in early 2005 provided the first Cougar Security Vehicle (SV) to Blackwater USA for use as a transport vehicle for U.S. Source: Forbes.com (February, 2021). Another was convicted of murder and sentenced to life in prison; however, this verdict was overturned in August 2017. The report cited an unnamed source who has worked on covert US military programs, who revealed that senior members of the Obama administration may not be aware that Blackwater is operating under a US contract in Pakistan. PLANSPONSOR Retirement Plan Adviser/Team of the Year. BSC's first assignment was to provide 20 men with top secret clearance to protect the CIA headquarters and another base that was responsible for hunting Osama bin Laden. [158] However, on October 29, 2007, immunity from prosecution was granted by the U.S. State Department, delaying a criminal inquiry into the September 16 shootings of 17 Iraqi civilians. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning. Barron's Ranking the Institutional Consultants 2018. The rating is not indicative of the Financial Adviser’s future performance. The award is not indicative of the Financial Advisor’s future performance. [40][dubious – discuss], Prince announced his resignation as CEO on March 2, 2009. Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to NAPA in exchange for the rating. The Financial Times Top 400 Financial Advisors is an independent listing produced annually by the Financial Times (March 2017). The suit further accused Blackwater employees of murder, weapons smuggling, money laundering, tax evasion, and child prostitution. The rating is not indicative of the Financial Adviser’s future performance.  As such the award is not representative of any client’s experience nor is it indicative of the Financial Advisor’s future performance. [164] The Washington Times reported on March 17, 2009, that the U.S. State Department had extended its Iraq security contract with Blackwater's air operations arm, Presidential Airways, to September 3, 2009, for a cost of $22.2 million. [4] The company received widespread notoriety in 2007, when a group of its employees killed 17 Iraqi civilians and injured 20 in Nisour Square, Baghdad, for which four guards were convicted in the U.S., but later pardoned on December 22, 2020 by U.S. president Donald Trump. Barron’s Top 100 Financial Advisors bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. Our investors are provided new prospective investments and listing on a weekly basis, before the general public. [25], In May 2006, the U.S. State Department awarded WPPS II, the successor to its previous diplomatic security contract. Source: Barron’s Ranking the Institutional Consultants, April 23, 2018. ][19] Overall, the company received over US$1 billion in U.S. government contracts. The listing reflects each advisor’s status in six primary areas: assets under management, asset growth, compliance record, experience and online accessibility. Graystone Consulting consists of more than 50 offices nationwide, providing the personalized service you would expect from a small investment boutique while backed by the global resources of Morgan Stanley. NAPA Net’s “Top Women Advisors of 2019,” November 2019 as appearing in NAPA Net or www.Napa-Net.org, is based on nominations by the NAPA members. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Barron’s Top 100 Women Financial Advisors bases its ratings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. The contract is worth up to $15 billion. In April 2003 it was acquired by Blackwater USA. The two then deployed to the Pakistani border as a two-man element providing security assistance in one of the most dangerous places in the country at the time. Neither Morgan Stanley Smith Barney LLC nor its Institutional Consulting Directors pay a fee to Barron’s in exchange for the rating. Advisors on the Top 1,200 Financial Advisors list have a minimum of seven years of financial services experience. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the Financial Advisor’s future performance . Also considered were the advanced professional designations and accomplishments represented on the team. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. Overview. [87] Blackwater is also involved in mentoring Afghan officials in drug interdiction and counter narcotics. [146][147], In the wake of Prince's testimony before Congress, the US House passed the Military Extraterritorial Jurisdiction Act in October 2007 that subsequently led to the prosecution by U.S. courts of some US military contractors, but only for incidents involving attacks on US nationals. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. Rankings are based on the opinions of SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. [68] It operates several CASA 212 aircraft in addition to a Boeing 767. Financial Times Top 400 Financial Advisors 2019. NABCAP Premier Wealth Advisors (5-Star Local List). Nominees were required to provide various details about their practice and answer essay questions. [106], The Iraqi Government revoked Blackwater's license to operate in Iraq on September 17, 2007, after a massacre in Nisour Square, Baghdad in which Blackwater contractors were later convicted of killing 17 Iraqi civilians. [100], In 2006, Blackwater was awarded a contract to protect diplomats for the U.S. embassy in Iraq, the largest American embassy in the world. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. As of January 2008, STI Aviation appears to have been folded into AWS, along with Air Quest. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. Data as of 3/31/19. A sub-segment of the questions was used to determine eligibility for the Top 100. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Forbes or SHOOK Research in exchange for the ranking. The rating is not indicative of the Financial Advisors’ future performance. A panel of judges reviewed the anonymized questionnaires and selected the women honored in three categories: All Star, Captains, and Rising Stars. As such, the award is not representative of any client’s experience nor is it indicative of the Financial Advisor’s future performance. Forbes America’s Top Next Generation Wealth Advisors 2017, Source: Forbes Magazine (July, 2017). USTC also offers several open-enrollment courses periodically throughout the year, from hand to hand combat (executive course) to precision rifle marksmanship. The Honorees are selected from the pool of nominees by judges chosen by On Wall Street. Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria. On August 21, 2007, Blackwater Manager Daniel Carroll threatened to kill Jean Richter, a U.S. State Department Investigator, in Iraq.
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