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Katy Zhao

International Client Advisor at Morgan Stanley

Katy Zhao is an Executive Director and International Client Advisor at Morgan Stanley, based in the Los Angeles Metropolitan Area.1 She has been with Morgan Stanley since January 2017, specializing in customized portfolio management, style agnostic investment strategies, international wealth management, and financial planning.1

Zhao has received numerous accolades for her work in wealth management:

  • Ranked #540 in Forbes America's Top Women Advisors (2021)1
  • Ranked #36 in Forbes Best-In-State Women Advisors (2023)1
  • Ranked #70 in Forbes Best-In-State Wealth Advisors (2023)1
  • Ranked #10 in Forbes Top Next-Gen Wealth Advisors Best-in-State for California (2023)1
  • Ranked #78 in Forbes America's Top Next-Gen Wealth Advisors (2023)1

She is also recognized for her expertise in sustainable investing, heading Morgan Stanley's sustainable impact portfolio through the chief investment office and managing about $200 million invested in companies focused on sustainability.34

Zhao began her career at Morgan Stanley in 2009 as an equity research analyst, evaluating stock ideas and assessing industry trends across various sectors.24 Her experience and expertise have led her to become a prominent figure in wealth management, particularly for international clients and those interested in sustainable investing strategies.

Highlights

Insights and Outcomes | Katy Zhao | Pasadena, CA
Katy Zhao | Pasadena, CA | Morgan Stanley Wealth Management
Katy Zhao | Pasadena, CA | Morgan Stanley Wealth Management
Aug 3 · forbes.com
Morgan Stanley Advisor Uses Sustainable Investing Expertise To ...
Morgan Stanley Advisor Uses Sustainable Investing Expertise To ...

Related Questions

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Katy Zhao
Katy Zhao, photo 1
Katy Zhao, photo 2
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Location

Greater Los Angeles Area