MS Morgan Stanley

Morgan Stanley Names 10 Women and an Ally as their MAKERS Class of 2024

Morgan Stanley Wealth Management today named 11 outstanding professionals as part of its partnership with MAKERS – an initiative dedicated to celebrating the stories of leaders who are drivers and champions of women’s achievements.

“At Morgan Stanley, we believe it’s important to share and celebrate the stories of our leaders who are committed to advancing women, mentoring and breaking barriers. The MAKERS program, a powerful tradition at our Firm, does just that. We are inspired by this year’s MAKERS class and their incredible commitment to our Firm, clients and colleagues,” said Jed Finn, Head of Wealth Management.

Nominations were solicited from employees across Morgan Stanley Wealth Management. The 11 individuals recognized as the Morgan Stanley MAKERS Class of 2024 are:

  • Patricia Benner, Managing Director, Market Executive
  • Ayanna Dunn*, First Vice President, Investment Consultant *Posthumous recognition
  • Kaitlin Elliott, Executive Director, Generative AI Solutions Team Lead
  • Michael Hennessy, Managing Director, Chief Administrative Officer, Wealth Management
  • Alison Nest, Managing Director, Head of Alternative Investments, Wealth Management
  • Hina Shamsi, Managing Director, Chief Technology Officer US Banks, Head of Wealth Management Product Technology
  • Katerina Simonetti Bakh, Senior Vice President, Private Wealth Advisor
  • Emily Sax Bender, Senior Vice President, Financial Advisor
  • Julie Shechtman, Managing Director, Financial Advisor
  • Carolina Ureña, Executive Director, Head of Business Operations, Private Banking Group Distribution Team
  • Julia Yue, Managing Director, Head of Ultra High Net Worth Business Development, Private Wealth Management

Morgan Stanley Wealth Management is focused on fostering a culture of belonging, where clients can grow their wealth as they plan for the future and employees are empowered to thrive in their careers.

The 2024 MAKERS will be profiled on Morgan Stanley Women Without Limits throughout the year. To visit the website, go to .

Since 2012, MAKERS has been spotlighting women and their stories. In 2014, Morgan Stanley Wealth Management led the charge as the inaugural partner, and in 2024, earned the first MAKERS Honors Award for Corporate Partnership. This initiative encourages corporations to recognize, celebrate, and link their leading employees to the broader MAKERS community. For more information, go to .

About Morgan Stanley Wealth Management

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.

About Morgan Stanley

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit .

© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.

EN
24/04/2024

Underlying

To request access to management, click here to engage with our
partner Phoenix-IR's CorporateAccessNetwork.com

Reports on Morgan Stanley

 PRESS RELEASE

Guidance Tops Employee Most-Wanted List For Retirement Benefits in 202...

NEW YORK--(BUSINESS WIRE)-- today released results from its fourth annual State of the Workplace Financial Benefits Study, which demonstrate that employees once again voted retirement planning support and financial guidance top of their list for most-wanted financial benefits. Results indicate that amid an uncertain economic climate, employees are reducing plan contributions, yet at the same time seeking financial guidance from workplace resources. The ability for employers to meet employee needs and expectations around retirement support prevails as a key factor in talent attraction and rete...

 PRESS RELEASE

Morgan Stanley Schedules Quarterly and Annual 2024 Investor Conference...

NEW YORK--(BUSINESS WIRE)-- Morgan Stanley (NYSE: MS) has scheduled conference calls to discuss its second quarter, third quarter and fourth quarter and full-year 2024 financial results on the following dates: Second Quarter 2024 – Tuesday, July 16, 2024 at 9:30 a.m. (ET) Third Quarter 2024 – Wednesday, October 16, 2024 at 8:30 a.m. (ET) Fourth Quarter and Full-Year 2024 – Thursday, January 16, 2025 at 8:30 a.m. (ET) The quarterly and annual financial results will be released at approximately 7:30 a.m. (ET) on the day of the conference calls. The calls will be available at and p...

 PRESS RELEASE

Equity Compensation Key Driver of Employee Retention and Engagement, S...

NEW YORK--(BUSINESS WIRE)-- today issued results from its fourth annual State of the Workplace Financial Benefits Study, showing that equity compensation continues to grow in demand among both employees and HR leaders alike, and at both public and private companies. While employers cite equity as the top driver of employee engagement and retention, opportunities remain to help employees better understand the financial opportunities available to them through equity ownership. Key findings from the study include: Equity compensation is growing in popularity across the board: More HR leader...

 PRESS RELEASE

Annual Study Shows Wide Majority of Employees Want Workplace Support f...

NEW YORK--(BUSINESS WIRE)-- today issued new data from its fourth annual State of the Workplace Financial Benefits Study. Findings underscore the strategic importance of workplace financial benefits in driving financial outcomes for both companies and employees amid a shifting economic backdrop: Employees want employers to help with their financial challenges: Most (91%) HR leaders suspect employees are facing financial hardships, up from 86% in 2021. And nearly half of employees (46%) agree they have experienced financial crises or issues with financial management in the past year, with r...

 PRESS RELEASE

Ted Pick to Speak at the Morgan Stanley Annual U.S. Financials, Paymen...

NEW YORK--(BUSINESS WIRE)-- Ted Pick, Chief Executive Officer of Morgan Stanley, will speak at the Morgan Stanley Annual U.S. Financials, Payments & Commercial Real Estate Conference on June 10, 2024, at 12:00 p.m. (ET). Both live and on-demand versions of the webcast will be available on in the Investor Relations section. Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the Firm’s employees serve clients worldwide including cor...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch