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    Lisa Shalett

    1 receipt • Tracked since May 2026

    Lisa Shalett is Chief Investment Officer and Head of the Global Investment Office for Morgan Stanley Wealth Management, overseeing more than $250 billion in assets and leading asset allocation models and thought leadership. She chairs the Global Investment Committee and serves on the Wealth Management Operating Committee. A Harvard MBA graduate with degrees in applied mathematics and economics from Brown University, she previously served as CIO at Merrill Lynch Global Wealth Management and CEO of Sanford C. Bernstein.

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    1 receipt

    2024

    1 prediction
    1. Jan 10, 2024Called it.
      “2024 is more likely to be an average year for markets than another double-digit winner, given risks such as the following.”

      Morgan Stanley predicted an 'average year' for markets, referencing an average return of 7-8%. The S&P 500 was up over 27% as of December 5, 2024, far exceeding an 'average' year.