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OPEB Trust Investment Discussion Set With Morgan Stanley

Town of Greenwich logoTown of Greenwich
Document date
Oct 22, 2026

The 30-second brief

What it covers

The Town of Greenwich scheduled an OPEB Trust investment discussion with Morgan Stanley Smith Barney. The discussion will cover investment strategy, policy, portfolio allocation, and performance; no amount or term was stated.

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
October 22, 2026
Vendor
Morgan Stanley Smith Barney
Agency
Town of Greenwich
Source document
Town of Greenwich Agenda Investment Advisory Committee and OPEB Trust Board Concurrent Meeting 2026-10-22 (Agenda)

Morgan Stanley Smith Barney's other public contracts

Borough 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$1.8KWashington 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 October 22, 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 Agenda Investment Advisory Committee and OPEB Trust Board Concurrent Meeting 2026-10-22 (Agenda), dated October 22, 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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