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Morgan Stanley Provides OPEB OCIO Services to Greenwich

Town of Greenwich logoTown of Greenwich
Document date
Jan 21, 2026
Term
July 2024 – ongoing as of January 2026

The 30-second brief

What it covers

The Town of Greenwich continues its contract with Morgan Stanley Smith Barney for Outsourced Chief Investment Officer services. Morgan Stanley manages the OPEB Portfolio on a discretionary basis, including asset allocation and investment manager selection, as set forth in the July 2024 agreement.

Who holds it

Morgan Stanley Smith Barney holds this financial services contract with Town of Greenwich. Its other public contracts on record include work for Borough of Ephrata and Washington County.

What happens next

Term as filed: July 2024 – ongoing as of January 2026.

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Contract details

Contract type
Financial Services
Document date
January 21, 2026
Term
July 2024 – ongoing as of January 2026
Vendor
Morgan Stanley Smith Barney
Agency
Town of Greenwich
Source document
Town of Greenwich Board of Estimate and Taxation Meeting Minutes January 2026 (Minutes)

Morgan Stanley Smith Barney's other public contracts

Town of Greenwich, ConnecticutOPEB Trust Investment Discussion Set With Morgan Stanley · Oct 22, 2026UndisclosedBorough of Ephrata, PennsylvaniaMorgan Stanley Authorized Signers Approved · Aug 10, 2026UndisclosedTown of Greenwich, ConnecticutGreenwich Reviews Morgan Stanley OPEB Investment Services · Jul 23, 2026UndisclosedTown of Greenwich, ConnecticutOPEB portfolio review by Morgan Stanley Smith Barney · Jul 23, 2026UndisclosedWashington County, PennsylvaniaBoard OKs IRA Distribution to Morgan Stanley Smith Barney · May 21, 2026$1.8KAll Morgan Stanley Smith Barney contractsVendor profile

More Town of Greenwich contracts

Neuberger BermanRetirement Board Reviews Neuberger Berman Investment Performance · Oct 23, 2026UndisclosedNeuberger BermanBoard Discusses Neuberger Berman Contract Extension · Oct 23, 2026UndisclosedBoomershine ConsultingRetirement Board Considers Boomershine Actuarial Services · Oct 23, 2026UndisclosedBoomershine ConsultingBoard Discusses Boomershine Consulting Contract Extension · Oct 23, 2026UndisclosedCt StifGreenwich Discusses Cash Strategy With CT STIF Officials · Oct 22, 2026UndisclosedAll Town of Greenwich activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Town of Greenwich?

Morgan Stanley Smith Barney was awarded this financial services contract by Town of Greenwich, as recorded on January 21, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in Town of Greenwich Board of Estimate and Taxation Meeting Minutes January 2026 (Minutes), dated January 21, 2026 from Town of Greenwich. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Morgan Stanley Smith Barney hold?

Morgan Stanley Smith Barney may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is Town of Greenwich currently buying?

Explore Town of Greenwich's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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