The Bermont/Carlin Group at Morgan Stanley Smith Barney was founded in 1974 to provide investment management and trust services, as well as financial planning and investment banking for a limited number of high net worth individuals and families, institutions, corporate entities and not-for-profit corporations. For more than 30 years, under the leadership of Portfolio Managers Richard B. Bermont and Adam E. Carlin who joined in 1994, the Group’s primary mission has been to build close, cooperative, and enduring relationships with clients that judiciously help them preserve and grow their wealth.
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