Yana S. Barton

Managing Director, Co-Head Specialty Solutions Group, Portfolio Manager

Role
Managing Director, Co-head Specialty Solutions Group, Portfolio Manager at Morgan Stanley
Location
Boston, MA, US
LinkedIn followers
500 followers

About Yana S. Barton

Passionate, creative and results-driven investment professional. Accountable and decisive leader with a deep understanding of the investment management business and asset management industry. Proven track record of delivering market-leading returns, driving business growth and leading high-performing teams. Skilled in equity investing, quantitative analytics, tax and risk management, portfolio construction and business development.Member of the MSIM Operating Committee, MSIM Diversity & Inclusion Council and Boston Leadership Council. Founding member and first chair of Eaton Vance\'s Women\'s Leadership Exchange.

Experience

  1. Managing Director, Co-head Specialty Solutions Group, Portfolio Manager

    Morgan Stanley

    Jan 2021 — Present · Boston, MA, US

    Expertise in fundamental equity analysis, risk and tax management, enhanced indexing and quantitative portfolio construction.

Education

  • University of Florida

    Bachelor of Science in Business Administration (with Honors), Finance and Economics

    1994 — 1997

Skills

  • Bloomberg Terminal
  • Equities
  • Investments
  • Investment Management
  • Equity Valuation
  • Quantitative Analytics
  • Portfolio Management
  • Mutual Funds
  • Asset Allocation
  • Bloomberg
  • Etfs
  • Asset Managment
  • Institutional Investments
  • Performance Attribution
  • Investment Strategies
  • Alternative Investments
  • Equity Research

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Yana S. Barton — Managing Director, Co-head Specialty Solutions Group, Portfolio Manager at Morgan Stanley in Boston, MA, US | Unifers