Tag: Morgan Stanley

Launching a business? Balance your passion with relentless planning, wealth advisor urges 

By Tommy Felts / February 20, 2024

Editor’s note: The opinions expressed in this commentary are the author’s alone. Patrick Cohen is senior vice president, financial advisor with The Ferguson Smith Cohen Group at Morgan Stanley in Kansas City. The day is here. You have decided to start a company and it is time to put in the work to initiate lift-off.…

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Leveraging KC’s resources: How the right people at the right time can unlock a startup’s potential

By Tommy Felts / January 27, 2024

The level of collaboration seen in Kansas City’s entrepreneurial ecosystem is unmatched by peer communities, said Jill Meyer, noting it’s not a phenomenon that developed by accident. And it takes transparency and trust, she added. “There is a lot of work that resource partners do to make sure that our companies and our founders have…

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Behind the blooom deal: How Morgan Stanley at Work boosted its robo-advising tech with startup buy, but kept a human touch

By Tommy Felts / February 2, 2023

Editor’s note: Morgan Stanley is a financial supporter of Startland News. The investment management and financial services company has branches in Leawood and on the Country Club Plaza. Acquisition is scaling blooom’s tech ‘beyond our wildest dreams’ Integrating a Kansas City startup’s tech into its globe-spanning robo-advising portfolio — along with securing a soft landing…

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Carla Harris, Morgan Stanley

An absent-minded workplace gaffe, a nationwide Starbucks controversy; why the CEO ‘leadership jersey’ demands fearlessness on diversity, inclusion

By Tommy Felts / September 28, 2021

Editor’s note: The following story is sponsored by Morgan Stanley, a New York-based multinational investment bank and financial services company, and is a follow-up to this summer’s “Nothing to Fear” virtual panel discussion on diversity and inclusion efforts. The conversation was led by Carla Harris, vice chairman and managing director at Morgan Stanley, with moderator Channa…

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Howard Schultz, Carla Harris, and Sandy Kemper

Former Starbucks CEO, C2FO’s Sandy Kemper join Morgan Stanley exec for ‘Nothing to Fear’ DEI conversation

By Tommy Felts / July 13, 2021

Top business leaders are now embracing diversity and inclusion, Carla Harris said, but even their most sincere initiatives must survive the fear that comes with changing trends and an inevitable economic downturn. “Fear has no place in your success equation,” said Harris, a 33-year Wall Street veteran and Morgan Stanley executive who headlines Thursday’s Innovation…

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