Lisa Shalett

Chief Investment Officer, Wealth Management at Morgan Stanley

In 2013, Lisa joined Morgan Stanley as Head of Investments and Portfolio Strategies and currently, she serves as Chief Investment Officer for Wealth Management, juggling roles of market analyst, client advisor and team manager.

Links

Previous companies

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Manager

Andy Saperstein

Co-President & Head of Wealth Management

Peers

Jeff McMillan

Chief Analytics & Data Officer, Wealth Management

Andrea Zaretsky

Chief Marketing Officer, Morgan Stanley Wealth Management

Jed Finn

Head of Corporate & Institutional Solutions & COO, Wealth Management

Reports

Christopher Larkin

Managing Director, Head Of Trading & Investing

Dinesh Nadar

Vice President

Daniela Vizcaino

Vice President

Jim Hyunsung Kim

Vice President

Timeline

Chief Investment Officer, Wealth Management
Current role

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