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MiB: Lisa Shalett, CIO Morgan Stanley

Visão libertária

MiB: Lisa Shalett, CIO Morgan Stanley

digitado ⋅ 4 de abril de 2025

This week, I speak with with Lisa Shalett, Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management. Previously, she was CEO and chairman at Sanford Bernstein, CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models.

We discuss the philosophy of managing billions of dollars in assets and wealth management today.

Her current reading is here; A transcript of our conversation is available here Tuesday.

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.

Be sure to check out our Masters in Business next week with Martin Escobari of, General Atlantic, where he is Chairman, anbd head of the Global Growth Equity Investment Committee, and Managing Director. Before joining General Atlantic in 2012, Martín was Co-Founder and CFO of Submarino.com, a leading Brazilian online retailer that went public on the Bovespa and was sold to Lojas Americanas in 2006. He was recently appointed to the Harvard Management Company Board.

Current Reading

The post MiB: Lisa Shalett, CIO Morgan Stanley appeared first on The Big Picture.

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