Transcript: Lisa Shalett, CIO Morgan Stanley
The Big Picture
APRIL 8, 2025
One of the reasons I went to Merrill is I was recruited by one of my best friends, who is Sally Crotch? And then the next step up seems to be full on wealth management, where you’re dealing with philanthropy, generational wealth transfer, a lot of bells and whistles including estate planning tax. As baby analysts. Remember that.
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