General Information

Name: 

Martha A. Maugh

Email: 

alpfalaw@chicago.alpfa.org

Company: 

Morgan Stanley Smith Barney

Marty Maugh is a Senior Vice President of Wealth Management at Morgan Stanley Smith Barney.  She is currently running a practice that focuses on providing comprehensive financial planning and investment management services to small to mid sized institutions, wealthy families and individuals.  With clients throughout the country, Marty uses the many resources offered through Morgan Stanley Smith Barney to bring high level financial solutions to her client base.    

Marty has over 25 years of experience in the financial industry.  Prior to joining Morgan Stanley Smith Barney, she worked at Bank of America/Banc of America Securities and UBS where her responsibilities included a specialized focus on providing capital to hedge funds and alternative investment companies.  In addition, her experiences have included advising wealthy families and institutions on risk management strategies for large concentrated stock positions as well as structuring credit facilities for small to middle market businesses.

Marty has been active in University of Michigan’s Letterwinners M Club where she served as President in 2009.  She is a member of Rotary International and the Rotary One Chapter of Chicago.  She serves on the investment committee for Rotary One.  She is a member of the Executive Board of Alpfa Chicago. In her spare time, Marty is on the coaching staff for varsity field hockey at the Latin School of Chicago.