Last Updated: October 3, 2025
Analyzing Management
Leadership at public companies serves as a crucial variable during both initial due diligence and continuous risk assessment for hedge funds and asset managers. ManagementTrack delivers a consistent methodology to filter out distractions—highlighting distinct strengths and vulnerabilities, identifying warning signs and positive indicators, and drawing a clear connection between CEO choices and investment outcomes.
CEO Ted Pick’s risk history & wealth mgmt gap may challenge key growth priorities.
Analysis of Morgan Stanley CEO Ted Pick
Despite a proven record in institutional securities, a lack of wealth management experience and past risk failures may challenge Ted Pick’s ability to execute on the firm’s key growth priorities.
Management evaluated Ted Pick’s track record and skillset against the following key factors for MS:
- Proving durability of elevated Global Markets performance.
- Sustaining Wealth Management NNA growth and margin stability.
- Deploying excess capital into high-return organic growth.
- Executing the investment banking recovery to drive earnings.
Ted Pick’s Track Record & Key Open Questions to Research
ManagementTrack provides track record analysis, career playbooks, strengths, and weaknesses for every CEO. It allows investors to dig deeper to uncover hard to find data to answer the most pressing questions.
Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ for more information.
Question #1
As Pick confronts the systemic regulatory crisis in Wealth Management, will his career-defining playbook of aggressive execution prove to be a liability, or can he pivot to the meticulous, risk-averse leadership required to stabilize the firm’s most critical division?
Question #2
Does Pick’s history of decisive, reactive turnarounds and significant risk failures like Archegos suggest he is a crisis manager who fixes problems, or a proactive leader who can build the durable compliance culture needed to prevent them from occurring in the first place?
Why Do Investors Use ManagementTrack?
How does ManagementTrack evaluate Ted Pick of Morgan Stanley?
Leveraging its proprietary career analysis and insights from former colleagues, ManagementTrack establishes a definitive track record, highlighting key strengths and weaknesses. This profile is then benchmarked against Morgan Stanley’s critical priorities: sustaining elevated Global Markets performance, ensuring Wealth Management growth and margin stability, deploying excess capital into high-return organic opportunities, and driving an investment banking recovery.
Beyond individual profiles, what other methods does ManagementTrack use to link management to company performance?
ManagementTrack utilizes proprietary models that flag executive evasion in earnings call Q&A and assess whether the behavior is unusual. The platform also analyzes the full scope of insider transactions to identify significant outliers predictive of future stock performance. When integrated with the ManagementTrack Rating, a predictive 1-10 score assigned to every executive, these tools give investors a clear, directional view on the expected impact of management on future results.
Which companies does ManagementTrack cover?
ManagementTrack provides real-time analysis for the c-suite of every publicly traded company.
How to Learn More
Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ to see our deep dive analysis on any executive.
Author
Colby Howard is the co-founder and President of Paragon Intel. Paragon Intel’s ManagementTrack is the premier executive analysis platform for hedge funds, asset managers, corporations, boards, and recruiters. Our proprietary data, built over a decade of analysis, allows us to analyze each public company executive to understand their fit and ability to execute at their company. We leverage our proprietary data – key quantitative research on an executive’s career plus interviews with their former colleagues – with public documents, including SEC filings (10-K, 10-Q), investor presentations, press releases, and earnings call transcripts. to build a holistic, evidence-based view of an executive’s capabilities and playbook.
Sources
- Verified Career History by ManagementTrack for Ted Pick
- Analysis of Capital Allocation, Performance, and Fundamentals across career by ManagementTrack
- Morgan Stanley 10Q
- Morgan Stanley 10K
- Morgan Stanley Earnings Calls
- Morgan Stanley Press Releases
Relevant Links
- For more information on ManagementTrack’s Data visit: https://paragonintel.com/management-track-data/
- For more information on ManagementTrack’s Interview & Analysis visit: https://paragonintel.com/management-track-reports/
- For more information on ManagementTrack’s Interview library visit: https://paragonintel.com/management-track-report-library/
- For more information on ManagementTrack’s Evasion Analysis visit: https://paragonintel.com/earnings-call-evasion/
- For more information on how ManagementTrack helps hedge funds and asset managers visit: https://paragonintel.com/
