Trust Funds with Morgan Stanley Require Segregation Fix
Town of BrooklineCity · Brookline, MA- Document date
- Mar 4, 2026
The 30-second brief
The Housing Advisory Board discussed the ongoing investment arrangement under which Affordable Housing Trust funds are held with Morgan Stanley, noting an administrative error that commingled these funds with Town bond funds. Staff will coordinate with Town financial offices to fully segregate the Trust’s assets and ensure future earnings accrue directly to the Trust.
Morgan Stanley holds this financial services contract with Town of Brookline. Its other public contracts on record include work for Kansas City Public School Retirement System and Brownwood Fire Relief And Retirement Fund.
Hear about the next contract at Town of Brookline early.
Get pre-RFP alerts freeFree account · 30-second setup · No credit card
Contract details
- Contract type
- Financial Services
- Document date
- March 4, 2026
- Vendor
- Morgan Stanley
- Agency
- Town of Brookline
- Source document
- Housing Advisory Board Meeting Minutes March 2026 (Minutes)
Morgan Stanley's other public contracts
More Town of Brookline contracts
Questions about this contract
Who was awarded the financial services contract by Town of Brookline?
Morgan Stanley was awarded this financial services contract by Town of Brookline, as recorded on March 4, 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 Housing Advisory Board Meeting Minutes March 2026 (Minutes), dated March 4, 2026 from Town of Brookline. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Morgan Stanley hold?
Morgan Stanley may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
Show 1 more question
What is Town of Brookline currently buying?
Explore Town of Brookline's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.