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Masters in Business

Masters in Business

Business:Investing

Wealth Management and the 'Great Normalization' with Lisa Shalett

Wealth Management and the 'Great Normalization' with Lisa Shalett

2025-04-03
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Barry speaks with Lisa Shalett, Chief Investment Officer at Morgan Stanley. 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. On this episode, Barry and Lisa discuss the philosophy of managing billions of dollars in assets and wealth management today.

See omnystudio.com/listener for privacy information.

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