#314: Lily Trager

Breaking the Mold on Investing: A Conversation with Lily Trager of Morgan Stanley

Lily S. Trager is an Executive Director and the Director of Investing with Impact and Head of Impact Solutions for Morgan Stanley Wealth Management

Since 2006, Lily has dedicated her career to sustainable and impact investing. Lily joined Morgan Stanley in 2014. In her current role, Lily works to provide individual, family and institutional clients with investment products, solutions, research and tools to capture the opportunities and mitigate risks posed by key sustainability and impact themes.

Previously, Lily worked for Veris Wealth Partners in New York, a Registered Investment Advisory focused exclusively on serving clients with interest in sustainable and impact investing, most recently as Head of Research & Due Diligence. Lily began her career at Cambridge Associates in Boston, where she worked on teams overseeing $3.9 billion in nonprofit, high-net-worth and foundation investment portfolios.

Lily was named to the 2018 class of MAKERS @ Morgan Stanley Wealth Management, a recognition that celebrates women who are ground breakers, advocates, and innovators in their given field.

Lily earned a M.B.A in Sustainable Business from Presidio Graduate School (formerly Bainbridge Graduate Institute) and her B.A. in Anthropology from Bates College. She also co-founded Women Investing for a Sustainable Economy (WISE), a professional networking group in New York City with chapters in Boston, Washington DC, San Francisco, Toronto, London, Los Angeles and Philadelphia

Bard MBA's Emma Jenkins and Lucien Harlow-Dion speak with Lily for this episode of the Impact Report.

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