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Lisa Shalett

Chief Investment Officer Morgan Stanley Wealth Management

Lisa Shalett is a distinguished professional with a strong background in Private Wealth Investment Management, Planning, and Advice. She possesses expertise in Investments, Asset Allocation, Manager Due Diligence, Portfolio Management, Risk Analytics, and Research Management, along with exceptional Team Leadership skills.

She pursued her MBA in General Management and Finance from Harvard Business School and completed her Sc.B in Applied Math/Economics at Brown University, showcasing her dedication to academic excellence.

Lisa Shalett held the position of Chief Investment Officer at Morgan Stanley, demonstrating her leadership abilities in Wealth Management. She has had key roles in various organizations, including serving as Chairperson of the NYC Advisory Board at iMentor and as an Adjunct Associate in Applied Analytics at Columbia University School of Professional Studies.

Her extensive experience includes being the Head of Wealth Management Investment Resources and Head of Investments and Portfolio Strategies at Morgan Stanley. She contributed significantly as the Chief Investment Officer at Merrill Lynch Global Wealth Management and played crucial roles at AllianceBernstein, where she served as the Head of Global Growth Equities and Chairman and Chief Executive Officer of Sanford C. Bernstein.

Throughout her career, Lisa Shalett has showcased her expertise through roles such as Director of Global Research, Senior Research Analyst at Sanford C. Bernstein, and Manager at The Boston Consulting Group. Her versatile and rich professional trajectory is a testament to her commitment to excellence in the field of finance and investment management.

Lisa Shalett
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Location

Chappaqua, New York, United States