James P. Gorman is Chairman and CEO of Morgan Stanley, a leading global financial services firm.
Mr. Gorman also serves as Chairman of Morgan Stanley Smith Barney, the joint venture between Morgan Stanley and Citi that became an industry-leading wealth management organization when formed in June, 2009.
Mr. Gorman became CEO in January, 2010, and Chairman in January, 2012. He previously served since December, 2007 as Co-President of Morgan Stanley, and has also served as Co-Head of Corporate Strategy. He joined Morgan Stanley in February, 2006 as President and Chief Operating Officer of the Global Wealth Management Group (GWMG).
Before joining Morgan Stanley, Mr. Gorman held a succession of executive positions at Merrill Lynch. From 2001 to 2005 he led the company’s US and, subsequently, global private client businesses. He joined Merrill Lynch in 1999 as Chief Marketing Officer, and also served as head of Strategy and Research.
Prior to Merrill Lynch, Mr. Gorman was a senior partner of McKinsey & Co., where he was a member of the firm’s financial services practice. Earlier in his career, Mr. Gorman was an attorney in Melbourne, Australia.
Among his civic and industry activities, Mr. Gorman serves on the Board of Overseers of the Columbia Business School, the Monetary Authority of Singapore International Advisory Panel, the Business Council, the Financial Services Forum, and the boards of the Partnership for New York City and Institute of International Finance. He formerly co-chaired the Business Committee of the Metropolitan Museum of Art and served on the board and as Chairman (2006) of the Securities Industry and Financial Markets Association in Washington, D.C.
Born in Australia (date of birth: July 14, 1958), Mr. Gorman earned a B.A. and law degree from the University of Melbourne and an M.B.A. from Columbia University.
The Financial Services Forum is a non-partisan financial and economic policy organization comprising the CEOs of 18 of the largest and most diversified financial services institutions doing business in the United States.
The purpose of the Forum is to pursue policies that encourage savings and investment, promote an open and competitive global marketplace, and ensure the opportunity of people everywhere to participate fully and productively in the 21st-century global economy.