Morgan Stanley Wealth Management
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Search complete. 31 mentions across 19 episodes found for "Morgan Stanley Wealth Management".
Sep 29, 2026
Angela BurgessGUEST
I learned a lot about asset repositioning.
Angela BurgessGUEST
And then I went to work for Smith Barney in 2008, early 2008.
Angela BurgessGUEST
And there I got to learn all about capital markets.
Angela BurgessGUEST
And I got to learn about options trading and all kinds of things.
Angela BurgessGUEST
Yeah.
Ryan DrumhellerHOST
When did you realize that your future was going to be a nonprofit leadership?
Angela BurgessGUEST
So I was working for I left Morgan Stanley acquired Smith Barney in 2000, like late 2009, early 2010.
Angela BurgessGUEST
And I stayed on with Morgan Stanley for a year and I left and I went to MetLife Investors.
speaker_3NARRATOR
This material has been prepared for educational purposes only.
speaker_3NARRATOR
The guest speakers are neither employees of nor affiliated with Morgan Stanley Smith Barney LLC, otherwise known as Morgan Stanley.
speaker_3NARRATOR
The opinions expressed by our external guests are solely their own and do not represent the views of Morgan Stanley.
speaker_3NARRATOR
Please see our show notes for a full disclaimer on the information provided.
Barry RitholtzHOST
Sure.
Adam FrankGUEST
Morgan Stanley, Smith Barney, boom, boom, boom, um, Madoff, which came in the middle of all that.
Barry RitholtzHOST
Right.
Adam FrankGUEST
Right? And just the stack, the weight of the papers hitting the table was just such a visceral reminder of that.
Morgan BrennanHOST
Thank you.
Morgan BrennanHOST
Well, joining us now to talk more about the market action is Jim LeCamp, executive director at Morgan Stanley Wealth Management.
Morgan BrennanHOST
Jim, it's great to have you on.
Morgan BrennanHOST
I guess I'll start right there with you.
David BahnsenGUEST
I've said this to good friends of mine over the years.
David BahnsenGUEST
Greg Fleming ran Morgan Stanley Wealth Management at the time, and now, of course, is CEO of Rockefeller.
David BahnsenGUEST
One of the things the wire houses did so well was convince me about teaming, about having a business.
David BahnsenGUEST
I'd go to chairman's club every year and they would talk about you build out your team and you have your own little mini group and you're adding a planner into this.
Tim SeymourPANELIST
They're not cheap, uh, and this probably is a great setup into earnings.
Melissa LeeHOST
How does a Schwab or Morgan Stanley Wealth Management, how do they make money? Right.
Tim SeymourPANELIST
On, on assets.
Melissa LeeHOST
On, on assets, right, and then also on-
Eric Von HaesslerHOST
He had very famously did...
Eric Von HaesslerHOST
Oh, it was a financial Smith Barney.
Eric Von HaesslerHOST
Smith Barney.
Eric Von HaesslerHOST
They make money the old-fashioned way.
Eric Von HaesslerHOST
They
Leslie PickerHOST
And that takes us to our talk of the tape.
Leslie PickerHOST
Where is the market headed next following the first rate hike in more than three years? Let's ask- let's ask Lisa Shallett, chief investment officer at Morgan Stanley Wealth Management.
Leslie PickerHOST
She is here with me at Post Nine.
Leslie PickerHOST
Lisa, it is good to see you.
Kim-Ha NguyenGUEST
So you can imagine, I love to see my money grow.
Kim-Ha NguyenGUEST
So I thought, how satisfying would it be if I can help everyone grow their money? And at the time, one of the colleagues has a wife who works for Smith Barney at the time.
Kim-Ha NguyenGUEST
So they introduced me.
Kim-Ha NguyenGUEST
I took the test.
Frank BisignanoGUEST
I sat in a building called 388 Greenwich Street was the address there.
Frank BisignanoGUEST
And at that point in time, we still had a traveler's umbrella on it because I was part of Jamie and Sandy's company that rolled up from Smith Barney to Travelers to then Citigroup.
Frank BisignanoGUEST
And I sat on the top floor of that building next to the CEO, and my view was the Trade Center's.
Frank BisignanoGUEST
At the same point in time, we had bought Salomon Brothers, which was at Seven World Trade Center, merged it, and had our asset management company there.
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