The lead member of the Gannon Group at Morgan Stanley Private Wealth Management, Niall’s role is Private Wealth Advisor to ultra-high-net-worth investors. At Morgan Stanley Private Wealth Management, Niall manages a group of five professionals that have extensive experience assisting Forbes 400 families, C.E.O.s and other investors of substantial means. Niall has been recognized as one of the nation’s top 100 Financial Advisors by Registered Rep. Magazine (2003)1, Barron's (2004)2, and ‘The Winner’s Circle’ by RJ Shook (2005)3.
Niall’s first major book: Investing Strategies for the High Net-Worth Investor: Maximize Returns on Taxable Portfolios, published by McGraw-Hill in December 2009, has received recognition among investing and business media including: Forbes, Morningstar, the Institute for Private Investors (IPI)4, the St. Louis Business Journal5, and has been featured in an article published in BusinessWeek (2009)6.
Niall has appeared on CNBC and National Public Radio. In addition, he has been quoted in the New York Times, Wall Street Journal, Barron’s, and BusinessWeek. In 2009, Niall was featured in Curtis Faith's book, Inside the Mind of the Turtles: How the World's Best Traders Master Risk (2009)7 and Mebane Faber's The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets (2009).8 In 2008, his academic work was featured in Eric Falkenstein & Eric W. Richardson's Finding Alpha (2008).9 In 2012, he was quoted in Andreas Schyra’s book Indices as Benchmarks in Portfolio Management with Special Consideration of the European Monetary Union.10 In 2014, Niall’s research was featured in Paul Watkins’ book, Portfolio Management 186 Success Secrets11 and in Charlotte B. Beyer’s book Wealth Management Unwrapped.12 In 2015, he was quoted in Marc Engelbrecht’s book Asset Allocation in Private Banking.13
Niall is an active member within the Institute for Private Investors and during 2008-2010, served on the CFA Institute Committee for the development of Investment Policy Statements for high net worth investors. Niall also serves as an Investment Committee member for the Papal Foundation, a Board of Trustees member for the Roman Catholic Foundation of Eastern Missouri and an Advisory Board member for Cor Jesu Academy, a Catholic girl’s school in St. Louis, MO. In addition, he has made enduring commitments to professional and civic associations in the St. Louis region and the State of Missouri. Niall is a former Board of Directors member of the Junior Achievement of Mississippi Valley and a past Director of Connections to Success and St. Louis Variety. He was also former President of the St. Louis Irish Arts and former Chairman of the 2006 Annual Catholic Appeal.
For his work in these and other areas, Niall received the Silver Congressional Award and is a four-time recipient of the President’s Volunteer Service Award in 2004, 2005, 2006 and 2007.14 In 2008, he received the Bill Eager Portfolio Manager of the Year Award.15
Niall completed The Wharton School, University of Pennsylvania’s ‘Institute for Private Investors: Private Wealth Management Professional Track Program’ in 2005. He received his undergraduate degree from The Citadel Military College of South Carolina and subsequently held the rank of lieutenant in the U.S. Army Reserve as an M1 Abram’s tank platoon commander.
1 Registered Representative’s “Top 100,” September, 2003 bases its rankings exclusively on quantitative criteria: assets under management, size of the book, and an acceptable compliance record. Nominations are not accepted. The rating is not indicative of the Financial Advisor's future performance. Morgan Stanley* does not pay a fee to Registered Representative in exchange for the rating.2 Barron's “Top 100 Financial Advisors,” September, 2004, as identified by Barron's magazine, using quantitative and qualitative criteria and selected from a pool of over 800 nominations. Advisors in the Top 100 Financial Advisors have a minimum of seven years of financial services experience and $600 million in assets under management. Qualitative factors include, but are not limited to, compliance record, interviews with senior management, and philanthropic work. Investment performance is not a criterion. The rating may not be representative of any one client's experience and is not indicative of the Financial Advisor's future performance. Neither Morgan Stanley* nor its Financial Advisors pay a fee to Barron's in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.3 R.J. Shook, The Winner's Circle IV: Wealth Management Insights from America's Best Financial Advisors, (Indiana: Horizon Publishers Group, 2005) 4 Niall J. Gannon, Investing Strategies for the High Net-Worth Investor: Maximize Returns on Taxable Portfolios, (New York: McGraw-Hill, 2009) 5 “Make more millions”, Greg Edwards, St. Louis Business Journal, January 29, 2010http://stlouis.bizjournals.com/stlouis/stories/2010/02/01/tidbits1.html6 “Stocks vs. Bonds: Tax Strategies, State by State”, Lewis Braham, BusinessWeek, December 21, 2009, http://www.businessweek.com/magazine/content/09_51/b4160082982242.htm7 Curtis Faith, Inside the Mind of the Turtles: How the World's Best Traders Master Risk, (New York: McGraw-Hill, 2009) 8 Mebane T. Faber & Eric W. Richardson, The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets, (New Jersey: John Wiley & Sons, 2009) 9 Eric Falkenstein, Finding Alpha: The Search for Alpha When Risk and Return Break Down, (New Jersey: John Wiley & Sons, 2009) 10 Paul Watkins, Portfolio Management 186 Success Secrets – 186 Most Asked Questions On Portfolio Management, (Emereo Publishing, 2014)11 Andreas Schyra, Indices as Benchmarks in the Portfolio Management with Special Consideration of the European Monetary Union, (Springer Gabler, 2012)12 Charlotte B. Beyer, Wealth Management Unwrapped, (RosettaBooks, LLC, 2014)13 Marc Engelbrecht, Asset Allocation im Private Banking, (Josef Eul Verlag GmbH, 2015)14 The President's Council on Service and Civic Participation (the Council) was established in 2003 to recognize the valuable contributions volunteers are making in our communities and encourage more people to serve. The Council created the President’s Volunteer Service Award program as a way to thank and honor Americans who, by their demonstrated commitment and example, inspire others to engage in volunteer service. The President’s Volunteer Service Award recognizes individuals, families, and groups that have achieved a certain standard – measured by the number of hours of service over a 12-month period or cumulative hours earned over the course of a lifetime. http://www.presidentialserviceawards.gov/15 The Bill Eager award, as selected by the Board of Directors of the Portfolio Management Institute (PMI), is PMI’s highest honor. To receive the reward, the recipient must be a person: who is dedicated an committed to the client, always striving to improve their knowledge and skill set, with a passion for the markets, willing to share their knowledge and expertise, committed to hard work and persistence, dedicated to helping partners and employees achieve full potential, who enjoys determined and competitive people, who is dedicated to their community through volunteerism, who is considered good natured, benevolent and committed to family. The Bill Eager award is bestowed annually to only one member of the Portfolio Management Institute among all its members. Currently there are 300 members of the PMI.Source: Portfolio Management Institute (“PMI”), 2008. The award is not based upon objective qualitative and quantitative criteria. The award is only given to Morgan Stanley Smith Barney LLC (“Morgan Stanley”) Financial Advisors by PMI which is an organization comprised exclusively of Morgan Stanley Financial Advisors. The award may not be representative of any one client’s experience nor is it indicative of the Financial Advisor’s future performance. Neither Morgan Stanley nor its Financial Advisors or Private Wealth Advisors pay a fee to PMI in exchange for the award.
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