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Deals & People September 9, 2010
MSSB Taps Walker as Consulting Services Group Leader
Morgan Stanley Smith Barney (MSSB) has appointed Managing Director James F. Walker to lead the Consulting Services Group.
Reported by Fred Schneyer
Walker succeeds James J. Tracy, who was named in July as Chief Operating Officer of Distribution and Development for Wealth Management in the U.S., the company said. Walker will continue to report to Paul Hatch, Head of the Investment Strategy and Solutions Group.
Walker most recently served at Morgan Stanley Smith Barney as Chief Operating Officer of Investment Strategy and Solutions, with responsibility for strategy, coordination and overall business leadership. Prior to that, he was Director of Finance, Risk and Strategy for Citi Global Wealth Management Investments, having joined Citi in 2006 as COO of Investment Advisory Services.
He began his career in 1985 as a financial adviser in Washington, D.C. and Northern Virginia.