Lisa Shalett
Chief Investment Officer, Wealth Management @Morgan Stanley
Signup · Get unlimited contacts
WORK HISTORY
Chief Investment Officer, Wealth Management @Morgan Stanley
NY, NY, US
Member of the Global Investment Committee charged with strategic and tactical asset allocation for all clients (retail, UHNW, institutional)Manage strategy/manage selection/Due diligence for Traditional and Alternative productsDrive delivery of investment thought leadership and white papersWrite and Present on Market strategy and Portfolio Construction advice
EDUCATION
Brown University
Bachelor of Science, Applied Economics/Economics
Harvard Business School
MBA, General Management, Finance
SKILLS
ABOUT LISA SHALETT
Specialties: Private Wealth Investment Management, Planning and Advice; Investments and Asset Allocation; Manager Due Diligence; Portfolio Management; Risk Analytics; Research Management: Team Leadership
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.