Chairman and CEO of Morgan Stanley Private Bank NA
Chairman and CEO of Morgan Stanley Bank NA
Shelley O’Connor is Managing Director and Chairman and CEO of Morgan Stanley Private Bank NA and Morgan Stanley Bank NA. She is a member of the Morgan Stanley Operating Committee. Ms. O’Connor has held a succession of senior leadership positions during her more than 30-year career with Morgan Stanley. These include serving as Co-Head of Wealth Management which provides investing, lending and cash management solutions to individual investors through a network of approximately 600 branches and 16,000 advisors and Chief Executive Officer of Morgan Stanley Private Bank. She also served as Chief Administrative Officer for Wealth Management and as Chief Operating Officer of the U.S. Client Coverage Group. Ms. O’Connor joined the Wealth Management leadership team in New York in 2004 after a 20-year career in Wealth Management branch offices culminating in leading the Southwest Region for the Private Wealth Management business. Ms. O’Connor serves on the Board of Directors of Catalyst, the Securities Industry and Financial Markets Association, and [email protected] She earned a BA from The University of California, San Diego.
Head of Wealth Management
Andy Saperstein is Managing Director and Head of Morgan Stanley Wealth Management. He serves on the Morgan Stanley Operating Committee. Mr. Saperstein previously served as Co-Head of Wealth Management and before that Co-COO of the Institutional Securities Group, working across the ISG businesses and coordinating initiatives with Wealth Management. Prior, he held a succession of senior leadership positions in Wealth Management. He joined Morgan Stanley in 2006 as COO of National Sales, and became Head of U.S Wealth Management following the acquisition of Smith Barney in 2009. Earlier in his career, Mr. Saperstein held numerous leadership roles at Merrill Lynch, including COO of the Direct Division, and was a partner in the Financial Institutions Group of McKinsey & Company. He graduated cum laude from Harvard Law School and summa cum laude from The Wharton School, University of Pennsylvania, with a dual degree in economics and finance. Mr. Saperstein serves as a Trustee of the Morgan Stanley Foundation, the firm’s charitable arm. He also serves as an Advisory Council Member for Teen Cancer America.