Image of Lisa Shalett

Lisa Shalett's Email & Phone Number

Chief Investment Officer Morgan Stanley Wealth Management

Lisa Shalett's Email Addresses

l****[email protected] Personal Email

Lisa Shalett's Phone Numbers

(212) ***-*383 Phone number

Lisa Shalett's Work Experience

Morgan Stanley

Chief Investment Officer, Wealth Management

January 2019 to Present


Advisory board member

January 2006 to Present

Columbia University School of Professional Studies

Adjunct Associate, Applied Analytics

August 2018 to Present

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Lisa Shalett's Education

Harvard Business School

January 1987 to January 1989

Brown University

January 1981 to January 1985

Lisa Shalett's Professional Skills Radar Chart

Based on our findings, Lisa Shalett is ...


What's on Lisa Shalett's mind?

Based on our findings, Lisa Shalett is ...

21% Left Brained
79% Right Brained

Lisa Shalett's Estimated Salary Range

About Lisa Shalett's Current Company

Morgan Stanley Wealth Management

Frequently Asked Questions about Lisa Shalett

What company does Lisa Shalett work for?

Lisa Shalett works for Morgan Stanley Wealth Management

What is Lisa Shalett's role at Morgan Stanley Wealth Management?

Lisa Shalett is Head of Investments and Portfolio Strategies

What is Lisa Shalett's personal email address?

Lisa Shalett's personal email address is l****[email protected]

What is Lisa Shalett's business email address?

Lisa Shalett's business email address is [email protected]***.***

What is Lisa Shalett's Phone Number?

Lisa Shalett's phone (212) ***-*383

What industry does Lisa Shalett work in?

Lisa Shalett works in the Investment Management industry.

About Lisa Shalett

💼 Past Experience

Lisa Shalett has over 4 years of investment experience working in the investment field. She currently works as a Chief Investment Officer at Merrill Lynch Global Wealth Management, where she was responsible for all investment research, due diligence and discretionary portfolio construction resources. She also works as a Senior Research Analyst at Sanford C. Bernstein where she was responsible for all market strategy research, manager due diligence and firm discretionary portfolio construction resources.Shalett has a background in investment research, management and product development. She has worked in the investment field for over 4 years and has worked with some of the world’s leading companies. She is currently a member of the Global Investment Committee who is responsible for strategic and tactical asset allocation for all clients. Shalett has presented her strategies and strategies discussion on market strategy and portfolio construction advice to many investment professionals. Shalett is also the author of several investmentwhite papers and has given presentations on market strategy and portfolio construction advice.

🎓 Education

Lisa Shalett's education and work readiness background is based on her undergraduate education and MBA from Harvard Business School. Shalett has a degree in Applied Math/Economics from Brown University which she used to pursue a graduate degree in Business Administration from the University of Utah. Shalett has also holds a Sc.B from Brown University in1981 and a Ph.D. from Brown University in 1985, both in Applied Math/Economics.When asked if she had any questions for interviewees, Shalett answered "No, thank you. I'm pretty confident in everything I've done." Shalett also commented that she has "a lot of experience, and I'm pretty confident in what I know." Shalett added that she looks forward to 2018, when she is set to finish her graduate degree, and intends to start her career in Business Administration.

💡 Technical & Interpersonal Skills

Lisa Shalett has a wealth of experience in the field of investment and technical talent. She has a long track record of being a drove to create innovative products and strategies. Shalett is a proven leader and has a reputation for being able to develop successful strategies. She is also highly respected within her industry and has been able to build a strong working relationship with her colleagues. Shalett's technical skills are unmatched and she has a deep understanding of the investment world. In her previous positions, she has been able to develop innovative strategies that have generated measurable results for her clients. Shalett is highly experienced in the area of due diligence, and her team of experts is dedicated to delivering top-notch service. Shalett has a extensive understanding of the financial market and is able to provide expert analysis and advice on all manner of investment opportunities. She is a highly skilled leader and has a profound understanding of the investment process. She is fiercely committed to her clients and works hard to provide them with the best possible services.

Lisa Shalett’s Personal Email Address, Business Email, and Phone Number

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In a nutshell

Lisa Shalett's Ranking

Ranked #446 out of 8,920 for Head of Investments and Portfolio Strategies in New York

Lisa Shalett's Personality Type

Extraversion (E), Sensing (S), Feeling (F), Perceiving (P)

Average Tenure

2 year(s), 0 month(s)

Lisa Shalett's Willingness to Change Jobs



Open to opportunity?

There's 79% chance that Lisa Shalett is seeking for new opportunities

Lisa Shalett's Social Media Links

/in/lisa-shalett-85601629 /company/morgan-stanley /school/harvard-business-school/
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