Lisa Shalett is Chief Investment Officer and Head of Global Investment Office at Morgan Stanley Wealth Management. In this conversation, Chestnut Solutions Institute co-founder Amanda Tepper and Lisa discusses a wide range of issues, including:

• How Morgan Stanley’s wealth business has evolved and the strategic role it now plays at the firm
• The structural and cultural changes a traditional wealth firm must make in order to deliver holistic solutions to many different types and sizes of wealth clients
• The role of custom benchmarking in measuring the success of any truly customized investment solution

Our executive conversations are one-on-one discussions with senior leaders from across the investment solutions ecosystem, where we can dive deep into issues facing the solutions industry and also get to know a bit of the people behind the titles.

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This podcast is owned and produced by the Chestnut Solutions Institute, an independent forum for investment solutions providers and their partners, dedicated to advancing the future of the investment solutions industry.

The Institute is part of the Chestnut Advisory Group, a boutique, practitioner-led management consulting firm dedicated to asset managers and investment solutions providers. Visit us at www.chestnutadvisory.com to sign up for more insights and events from the Chestnut Solutions Institute and follow us on LinkedIn.

This material does not constitute advice or a recommendation or offer to sell or solicitation for any security or financial product.