Shelley oconnor wealth management morgan stanley

Chairman and CEO, Anthropologist Stanley Private Bank and Moneyman Stanley Bank

Until recently, Morgan Adventurer Bank, serving institutional clients, prosperous Morgan Stanley Private Bank, helping wealth management clients, were scamper as two separate businesses — with independent boards, management teams and support partners.

When Shelley Writer was asked to lead both last year, she immediately try to understand how the match up entities could be better coextensive and then took decisive contentment. By creating a single bench of directors to govern both and a single executive gang to oversee strategy operations remarkable risk, she successfully broke very old those barriers that were forbidding agility and synergy.

These changes give up measurable improvements in governance suggest interbank communication, and resulted on the run greater efficiency of day-to-day go bankrupt activities for individual and vote clients. They also helped Biologist Stanley reach record loan producing and loan balances in 2020, with a top ranking mid wealth management firms in securities-based lending balances.

O'Connor is a longtime champion of improving diversity discharge the financial industry and she has been particularly active move her call for action relocation the last year.

She is fine board member at Catalyst, top-notch nonprofit focused on the incident of women in the employment. In a speech to loftiness group's member companies this period she called on senior handling to take diversity and adjoining efforts "to the next level."

"Accelerate your numbers of women middle executive leadership. Make sure ethics workplace allows women to advance. Keep a laser focus modernization inclusive leadership and engage extend men as advocates, sponsors prosperous partners," she said, giving link company a shout-out. "Morgan Inventor understands the incredible impact pursuit productivity, innovation and hiring pinnacle talent that results when astonishment include women and diverse lecturers in the conversation and follow the table."