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OPEB portfolio review by Morgan Stanley Smith Barney

Town of Greenwich logoTown of Greenwich
Document date
Jul 23, 2026

The 30-second brief

What it covers

The Town of Greenwich Board of Estimate & Taxation Investment Advisory Committee and OPEB Trust Board will receive a portfolio review from Morgan Stanley Smith Barney covering OPEB market value, asset allocation, and performance as of June 30, 2026. The agenda item reflects continued investment advisory services for the Town’s OPEB portfolio, with no new contract award or amendment specified.

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.

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Contract details

Contract type
Financial Services
Document date
July 23, 2026
Vendor
Morgan Stanley Smith Barney
Agency
Town of Greenwich
Source document
Town of Greenwich Board of Estimate & Taxation Investment Advisory Committee and OPEB Trust Board Concurrent Meeting Agenda 2026-07-23 (Agenda)

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, 2026UndisclosedWashington County, PennsylvaniaBoard OKs IRA Distribution to Morgan Stanley Smith Barney · May 21, 2026$1.8KWashington County, PennsylvaniaMorgan Stanley Smith Barney Paid January IRA Transfer · May 21, 2026$1.8KAll Morgan Stanley Smith Barney contractsVendor profile

More Town of Greenwich contracts

Neuberger BermanBoard Discusses Neuberger Berman Contract Extension · Oct 23, 2026UndisclosedBoomershine ConsultingBoard Discusses Boomershine Consulting Contract Extension · Oct 23, 2026UndisclosedNeuberger BermanRetirement Board Reviews Neuberger Berman Investment Performance · Oct 23, 2026UndisclosedBoomershine ConsultingRetirement Board Considers Boomershine Actuarial Services · Oct 23, 2026UndisclosedTDGreenwich Reviews TD Municipal Deposit Relationship · 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 July 23, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Town of Greenwich Board of Estimate & Taxation Investment Advisory Committee and OPEB Trust Board Concurrent Meeting Agenda 2026-07-23 (Agenda), dated July 23, 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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