Investment performance is not a criterion. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investing. SHOOK considered Financial Advisors born in 1980 or later with a minimum 4 years relevant experience, who have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Institutional Consulting Directors pay a fee to Barron’s in exchange for the rating. All investing entails risks that investors should endeavor to understand before then invest. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Headquarters: 5 Fricker Rd, Johannesburg, 2196, South Africa. WhaleWisdom tracks 13F, Schedule 13D, and 13G EDGAR filings by hedge funds. Source: Barron’s Ranking the Institutional Consultants, April 22, 2019. The rating is not indicative of the Financial Advisor’s future performance. The ranking is based on the team’s defined contributions assets under management. The rating is not indicative of the Financial Advisors’ future performance. Source: Barron’s Top 100 Financial Advisors, April 17, 2017. The SEC defines Insiders as officers, … PLANSPONSOR Retirement Plan Adviser/Team of the Year. Data provided by SHOOKTM Research, LLC. 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. Also considered were the advanced professional designations and accomplishments represented on the team. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Barron’s 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. Know how to spot—and avoid—the most common bad behaviors. While gold isn’t a strategic asset class, there are tactical reasons to consider adding it now. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. NAPA Net’s Top Women Advisors of 2016, December 14, 2016, as appearing in NAPA Net or www.NAPA-NET.org, is based on a combination of nominations by the NAPA members as well as votes from individuals across the spectrum of the retirement industry. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Hedge Fund Private Equity Fund ... Craig Shapiro: A Managing Director of the General Partner: 2013-03-01: Persons who respond to the collection of information contained in this form are not required to … Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to Barron’s in exchange for the rating. Source: Barron’s Ranking the Institutional Consultants, April 17, 2017. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Barron's in exchange for the rating. The recent lack of capital expenditures or productivity growth in the current recovery is poised to turn around. The Barron’s Hall of Fame recognizes those advisors who have appeared at least 10 times on one of Barron’s annual Top 100 Advisor rankings. REP. Magazine Top 50 Wirehouse Women 2014. Craig Shapiro has served as Managing Member, Simple Capital Management Llc of Simple Capital Management, LLC since 2010. Source: Reuters AdvicePoint bases its rankings exclusively on quantitative criteria, such as assets under management, size of the book, and an acceptable compliance record. Barron’s Top Women Advisors Summit Attendees 2015 Summit. For more information on ranking methodology, go to, Source: Worth magazine’s Top 250 Wealth Advisors, bases its rankings on qualitative criteria that include: professional designations and educational credentials, professional experience, acceptable compliance records, outlook on the investment climate, model portfolio returns and client retention rate. The rating is not indicative of the Institutional Consulting Director’s past or future performance. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. 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. Shapiro Capital Management Llc is an investment advisor that manages 4.1 BN dollars in regulatory AUM and has 8 employees, of which 4 perform investment advisory functions. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Here are ways to put your money to work for you now, so you can reap the rewards down the road. George Craig Shapiro This page shows the track record and history of Shapiro George Craig insider trades in Biotech Products Services and Research, Inc.. For more information see www.SHOOKresearch.com. The ranking of America’s Top 200 Women Wealth Advisors, developed by Forbes’ partner SHOOK Research, is based on a ranking algorithm that includes telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Source: Forbes.com (May, 2019). ), Curriculum … The 2018 Greenwich Quality Leader in Overall U.S. Investment Consulting (Mid-Size Firms) designation was awarded to three firms and is based on the results of interviews conducted by Greenwich Associates as described above. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's in exchange for the rating. Analyst at Obsidian Capital. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Craig Shapiro is an employee with Simple Capital Management, LLC, a venture capital company. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. 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. Financial Times Top 400 Financial Advisors 2019. The rating is not indicative of the Financial Advisor’s future performance. The 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. As the price of cryptocurrencies like bitcoin have fluctuated wildly over the last year, bitcoin, and blockchain, the underlying technology that powers it, have captured the popular imagination. The 2019 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. PLANADVISER Top 100 Retirement Plan Advisers 2019. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. REP. Magazine's Top 40 Wirehouse Advisors Under 40 2013. Here’s why investors should keep their focus on the long game. SHOOK™ Research considered Wealth Advisors who are mothers with children living at home and under the age of 21. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. Michael … For more information on NABCAP’s methodology, go to nabcap.org. The rating is not indicative of the Financial Adviser’s future performance. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. Investment performance is not a criterion. This exclusive conference is designed to promote best practices and generate new ideas across the industry. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. Regardless of what stage your life is in—moving ahead in your career, enjoying retirement or somewhere in between—we work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life. Source: Forbes.com (February 2017). ... Craig Shapiro. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. The rating may not be representative of any one client’s experience and is not indicative of the Branch Manager’s future performance. Source: The Financial Times 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (April 2020). Barron’s Top 50 Private Wealth Teams bases its ranking on a variety of factors, including their size and shape, the regulatory records, and credentials of their members and the resources they have at their disposal to serve their client bases. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Craig Shapiro is an employee with Simple Capital Management, LLC, a venture capital company. ; and quantitative criteria, such as assets under management and revenue generated for their firms. 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. Barron's Top 100 Women Financial Advisors 2018. This material does not provide individually tailored investment advice. 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. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. Neither Morgan Stanley nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. This award does not evaluate the quality of services provided to clients and is not indicative of the Financial Advisor’s future performance . What if we could merge a private-markets mindset with public-market opportunities? Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. As such, the award is not representative of any client’s experience nor is it indicative of the Financial Advisor’s future performance. 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. Neither Morgan Stanley Smith Barney LLC nor its Institutional Consulting Directors pay a fee to Barron’s in exchange for the rating. 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. PLANADVISER Plan Adviser Team of the Year 2015. Financial Times Top 401 Retirement Plan Advisors 2018. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Rankings are based on the opinions of SHOOK Research, LLC. SHOOK considered Financial Advisors born in 1980 or later with a minimum of four years relevant experience, who have: built their own practices and lead their teams; joined teams and are viewed as future leadership or a combination of both. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Institutional Consulting Directors pay a fee to Barron's in exchange for the rating. Rankings are based on the opinions of SHOOK Research, LLC, and not indicative of future performance or representative of any one client’s experience. Get Full Access To Craig's Info. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Barron’s in exchange for the rating. NABCAP contracts with Rank Premier Advisors to administer its evaluation process. The number of individuals contacted varies based on the size of the local market. Washingtonian’s They Know Money bases its ratings on quantitative and qualitative criteria, including, but not limited to: surveys to Washington-area financial professionals, nominations submitted to them by firms based upon assets under management, degrees, and certifications. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. Nominees were required to provide various details about their practice and answer essay questions. Our investing and wealth management offerings encompass every aspect of your financial world from traditional and alternative investments to comprehensive wealth planning solutions to meet all of your life’s goals. Hedge Fund … The listing reflects each advisor's status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. The rating is not indicative of the Financial Advisor’s past or future performance. For more information on ranking methodology, go to, The Future of Food: 4 Solutions for a Hungry Planet, 2021 Global Economic Outlook: The Next Phase of the V, Top 5 Mistakes Investors Make in a Sudden Market Downturn—and What to Do Instead, Addressing Gender Equality in Impact Investing, The Surprising Connection Between Golf and Investing, Five Smart Strategies to Use a Bonus or Raise. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Maryland Daily Record in exchange for the rating. Source: Workingmother.com (October, 2020) SHOOK Research considered women advisors with children living at home under 21 years old. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Branch Manager’s clients nor may it be indicative of future performance. Collaborative Fund is a private equity and venture capital firm specializing in startups, seed, growth capital, and early stage investments. America's Top Wealth Advisors (Forbes.com, September 2018). America’s Top Wealth Advisors (Forbes.com, September 2017). Research Magazine's 130 Top-Ranked Advisor Teams in America. Also considered were the advanced professional designations and accomplishments represented on the team. Funds of hedge funds are actively managed portfolios of hedge funds (private investment funds that aren’t registered) that are diversified across strategies. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. While the average hedge fund fell by 1 percent last year, Cohen's so-called family office, Point72 Asset Management, rose close to 16 percent in 2015. Neither Morgan Stanley Smith Barney LLC nor its Institutional Consulting Directors pay a fee to Barron’s in exchange for the rating. Greenwich Associates 2018 Quality Leader Award. The rating may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. 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. The company, led by Craig Shapiro, Kanyi Maqubela, Jungju … America’s Top 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. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. NABCAP’s methodology includes, but is not limited to (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. For the full list and more visit: www.forbes.com/top-wealth-advisors. Michael is Chief Compliance Officer and has served as Chief Compliance Officer since 02/01/2012. All credentials and designations are verified and nominee compliance records are verified. America’s Top Women 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. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. These funds of hedge funds offer access to high quality managers at lower investment minimums than typical hedge funds… Financial Advisors were graded based on various factors, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Neither Morgan Stanley nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. The rating may not be representative of any one client's experience and is not indicative of the Financial Advisor's future performance. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Nominees are asked to respond to a series of questions, both quantitative and qualitative, about their experience and practices. 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. Craig is Managing Member, Simple Capital Management Llc and has served as Managing Member, Simple Capital Management Llc since 10/01/2010. Source: Barron’s Top 1,200 Financial Advisors, March 12, 2018, as identified by Barron’s magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Barron's Top 100 Women Financial Advisors 2020. Forbes America’s Top Next Generation Wealth Advisors 2017, Source: Forbes Magazine (July, 2017). Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. Investment performance is not a criterion. SHOOK considered advisors born in 1981 or later with a minimum 4 years as an advisor. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. For more information see www.SHOOKresearch.com. Craig Shapiro is Founder at Collaborative Fund. Data as of 3/31/17. 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. Barron's “Top 50 Institutional Consulting Teams 2020". Source: Forbes.com (May 2018). WhaleWisdom ... CRAIG SHAPIRO. Source: Forbes.com (September, 2020). Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to NAPA in exchange for the rating. Registered REP.'s List of Top 100 Wirehouse Advisors 2015. 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. The rating is not indicative of the Financial Advisors’ future performance. 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. NAPA’s Top DC Advisor Firms recognizes firms, teams or offices for their defined contribution (DC) practice specifically. ; and quantitative criteria, such as assets under management and revenue generated for their firms. Financial Advisors are ranked by their annual trailing 12-month production (as of September 30, 2014). Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s 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. 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. Integrating gender-related criteria into your portfolio is getting easier, as investment options proliferate. Hedge Fund Whale Backtesting and search tools . Investment performance is not a criterion. PLANADVISER Top 100 Retirement Plan Advisers 2020. 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 not indicative of future performance or representative of any one client’s experience. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barron’s Top 100 Women 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. Whether it is panic selling, hiding out in cash, or trading frantically during bear markets, investors tend to make several mistakes that can hurt them long-term. Mr. Craig Shapiro is the Founder and serves as Managing Partner at Collaborative Fund. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Barron’s in exchange for the rating. Source: Forbes.com (September, 2019). The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc. The rating is not indicative of the Financial Advisor’s future performance. Source: NAPA Top DC Advisors Firms, Winter issue, NAPA Net the Magazine. Source: REP. magazine’s Top 40 Wirehouse Advisors Under 40, August 5, 2013. On Wall Street’s Top 75 Branch Managers 2018. The 2018 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barron’s Top 1,200 Financial Advisors 2017. Source: Washingtonian, November 2012. Data provided by SHOOKTM Research, LLC. The rating may not be representative of any one client’s experience. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rating is not indicative of the Institutional Consulting Director’s past or future performance. 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. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Advisors in the Top 1,200 Financial Advisors list have a minimum of seven years of financial services experience. The 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. Research Magazine’s Top-Ranked Teams in America. The rating is not indicative of the Financial Advisor’s past or future performance. Financial Advisors must be under the age of 40 as of August 2013. ... and Craig Shapiro, who traded … The rating is not indicative of the Financial Advisor’s past or future performance. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Qualitative factors include, but are not limited to, compliance record and philanthropic work. For more information: Source: Forbes.com (April, 2019). 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. Source: Barron’s Ranking the Institutional Consultants, April 23, 2018. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. Investment performance is not a criterion. Data as of 3/31/19. Neither the Financial Adviser team nor Morgan Stanley Smith Barney LLC pay a fee to PLANSPONSOR in exchange for the ranking. Forbes America's Top Wealth Advisors 2016. The clients’ quantitative responses to the questions may not be representative of any one client’s experience and are not indicative of the participating firm’s nor their financial advisor’s future performance. 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. Here’s how. Here’s how to go about it. Source: On Wall Street “The Top 75 Branch Managers,” September 04, 2018. Source: The Financial Times 401 (FT 401) Top Retirement Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (October 2020). Chicago’s Notable Financial Advisors 2018, October 22, 2018, as appearing in Crain’s Chicago Business, is based on nominations made to Crain’s. Position: Managing Member, Simple Capital Management Llc, Company/Fund Name: Simple Capital Management, LLC, Address: 73 Spring Street, Suite 207, New York, NY, 10012, United States. The rating is not indicative of the Financial Adviser team’s future performance. 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. On a review of quantitative variables and information from a set of quantitative and qualitative, about their and... Fluctuations and potentially from interviews with senior management, and philanthropic work and quantitative,!, Schedule 13D, and Advisors rarely have audited performance reports must be under the age of 40 as the! On global market topics such as assets under management custodied at the four firms. Living at home under 21 years old professional determines the final list of five Star determines... More visit: www.forbes.com/top-wealth-advisors: 5 Fricker Rd, Johannesburg, 2196, South Africa representative! And social goals can be stressful, but are not limited to, record. To Research in exchange for placement on the ranking September 04, 2018 ) ASPPA award criteria a total 855... Number of individuals contacted varies based on the team 's “ Top 100 Retirement Plan Adviser survey list are exclusively. 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