CONTRACTONGOING

Broker-Dealer Services Via Morgan Stanley Smith Barney

University Of Wi  Hospitals & Clinics Authority logoUniversity Of Wi Hospitals & Clinics Authority
Document date
May 24, 2023

The 30-second brief

What it covers

UW Health’s investment materials reference services provided through Morgan Stanley Smith Barney LLC as the registered broker-dealer for Graystone Consulting. These brokerage and related services support UW Health’s institutional investment activities.

Who holds it

Morgan Stanley Smith Barney LLC holds this financial services contract with University Of Wi Hospitals & Clinics Authority. Its other public contracts on record include work for City of Palmetto and Bay Area Hospital.

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Contract details

Contract type
Financial Services
Document date
May 24, 2023
Source document
uw-health-investment-sub-committee-meeting-agenda-may-24-2023_d0e.pdf (Agenda)

Morgan Stanley Smith Barney LLC's other public contracts

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Questions about this contract

Who was awarded the financial services contract by University Of Wi Hospitals & Clinics Authority?

Morgan Stanley Smith Barney LLC was awarded this financial services contract by University Of Wi Hospitals & Clinics Authority, as recorded on May 24, 2023.

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 uw-health-investment-sub-committee-meeting-agenda-may-24-2023_d0e.pdf (Agenda), dated May 24, 2023 from University Of Wi Hospitals & Clinics Authority. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Morgan Stanley Smith Barney LLC hold?

Morgan Stanley Smith Barney LLC 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 University Of Wi Hospitals & Clinics Authority currently buying?

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