Title and Organization:
Lisa Shalett is the Head of Investment & Portfolio Strategies for Morgan Stanley Wealth Management and a member of the Global Investment Committee and the Investment Products and Services Executive Committee. She works to develop portfolio solutions that leverage the firm’s strategic and tactical asset allocation advice to meet client goals delivered through both scaled and customized solutions. As part of her role, Lisa leads the development of all asset allocation models, global investment due diligence and portfolio analytics teams as well as having responsibility for managing all MS firm discretionary models and OCIO mandates totaling over $100bill in AUM. In addition, Ms. Shalett is responsible for Morgan Stanley Wealth Management thought leadership agenda and publishes white papers on topics of importance to practitioners and clients. Before joining the firm in September 2013, Ms. Shalett served as chief investment officer of Bank of America, Merrill Lynch Global Wealth Management. Prior to that, she held several senior roles at Alliance Bernstein during her 18-year tenure with the firm, including chairman and chief executive officer of Sanford C. Bernstein, LLC, and served as chief investment officer and head of Alliance Growth Equities. Ms. Shalett earned an MBA at Harvard Business School and holds a dual degree in Applied Mathematics and Economics from Brown University. Lisa is a 2008 Henry Crown Fellow of the Aspen Institute, a founding member of the Finance Leaders Fellowship, and a member of the Aspen Global Leadership Network.