Lisa Shalett is Chair of the Global Investment Committee and Chief Investment Officer for Morgan Stanley Wealth Management. She is also Head of the Global Investment Office and has served on the Wealth Management Operating Committee since 2013. In her current roles, she leads the development of all strategic and tactical asset allocation models and develops portfolio solutions delivered through both scaled and customized solutions.Lisa also oversees these models as well as Outsourced Chief Investment Office and Family Office mandates, which collectively have over $250 billion in assets under management. In addition, she is responsible for Morgan Stanley Wealth Management thought leadership and in 2024 took on an expanded role focused on leveraging Morgan Stanley’s best intellectual capital across Wealth and Investment Management for all clients.Prior to joining the Firm in 2013, Lisa served as Chief Investment Officer of Bank of America Merrill Lynch Global Wealth Management. She previously held several senior roles at Alliance Bernstein during her 18-year tenure, including Chairman and Chief Executive Officer of Sanford C. Bernstein, and Chief Investment Officer and Head of Alliance-Growth Equities. Lisa holds a dual Sc.B. degree in applied mathematics and economics from Brown University and an MBA from Harvard Business School. She is a Henry Crown fellow of the Aspen Institute, a founding member of the Financial Fellowship, NYC Chair of iMentor, and an advisory board member at both the Statue of Liberty/Ellis Island Foundation and the Madison Boys & Girls Club of NY.