Morgan Stanley Executive and Leadership Team

Ted Pick, the Chairman & Chief Executive Officer at Morgan Stanley, directs the firm's global strategy and overall operations. This leadership role involves setting the strategic vision for all business segments, including investment banking, wealth management, and investment management, ensuring alignment with the company's mission to serve clients worldwide. Pick oversees the execution of key initiatives that drive growth and enhance market position across diverse international regions. The Chairman & Chief Executive Officer's responsibilities extend to fostering a culture of excellence and innovation among the firm's employees, ensuring robust client relationships and sustained financial performance. By guiding the executive team, Ted Pick champions the firm's commitment to providing comprehensive financial services and maintaining its standing as a leading global financial institution.

Elisabeth Fedyna, the Chief Financial Officer, Banks At Morgan Stanley (US), oversees the financial operations and strategic financial planning for the firm's banking activities within the United States. This executive role involves managing financial reporting, budgeting, forecasting, and capital allocation to support the growth and profitability of the US banking segment. Fedyna ensures robust financial controls and compliance with regulatory requirements specific to the banking industry. The Chief Financial Officer's responsibilities extend to analyzing financial performance, identifying key drivers of revenue and cost, and advising senior leadership on financial strategies. By directing these critical financial functions, Elisabeth Fedyna plays a pivotal role in maintaining the financial health and strategic direction of Morgan Stanley's US banking operations.

Karina Kósa, the Chief Operating Officer, Strategic Support, Wealth Management Risk at Morgan Stanley, oversees critical operational functions within the wealth management division, with a specific focus on risk management and strategic support. This leadership position involves developing and implementing operational frameworks that enhance risk mitigation strategies and support the strategic objectives of the wealth management business. Kósa ensures that operational processes are robust, compliant, and aligned with the firm's overall risk appetite, safeguarding client assets and firm stability. The Chief Operating Officer's responsibilities include driving efficiency in support functions and collaborating with teams across the organization to deliver integrated financial solutions. By managing these vital areas, Karina Kósa strengthens the firm's capacity to provide secure and effective wealth management services to a global clientele.

Amily Lee, the Director, Legal & Compliance & Chief Operating Officer, Office at Morgan Stanley, manages essential legal, compliance, and office operational functions. This dual role ensures adherence to regulatory requirements across all business lines while optimizing the efficiency of office operations. Lee oversees the implementation of compliance policies and procedures, mitigating legal risks and ensuring the firm operates within global regulatory frameworks. The Chief Operating Officer, Office responsibilities include managing administrative functions and supporting the infrastructure necessary for the firm's extensive operations. By integrating legal oversight with operational management, Amily Lee supports the firm's commitment to integrity and operational excellence in providing diverse financial services worldwide.

Alison Guerzon, the Vice President, Chief Operating Officer Strategic Support, Finance at Morgan Stanley, drives operational excellence within the finance department, focusing on strategic support. This role involves enhancing the efficiency and effectiveness of financial operations, ensuring robust support for the firm's global financial services. Guerzon oversees key processes that underpin financial reporting, budgeting, and strategic financial planning, contributing to the firm's fiscal health and stability. The Chief Operating Officer, Strategic Support, Finance responsibilities include implementing best practices and leveraging technology to optimize financial workflows. By providing critical operational support, Alison Guerzon ensures the finance function effectively enables Morgan Stanley's strategic objectives and client-focused services across all its business segments.

George Mayer, the Managing Director. Chief Operating Officer, Financial Crimes Risk at Morgan Stanley, leads the operational strategy for mitigating financial crime risks across the firm. This critical role involves developing and executing robust operational frameworks to detect, prevent, and respond to financial crime threats, ensuring compliance with global anti-money laundering and counter-terrorist financing regulations. Mayer oversees the integration of risk management protocols into daily operations, safeguarding the firm's reputation and financial integrity. The Chief Operating Officer, Financial Crimes Risk responsibilities include enhancing surveillance systems and collaborating with regulatory bodies to maintain the highest standards of compliance. Through diligent operational oversight, George Mayer reinforces Morgan Stanley's commitment to ethical conduct and secure financial services for its worldwide clientele.

Andrew Lunney, the Managing Director - Chief Operating Officer - Wealth Management Capital Markets at Morgan Stanley, directs operational strategy within the wealth management capital markets segment. This leadership position focuses on optimizing the execution of capital markets transactions and enhancing the operational infrastructure that supports wealth management clients engaging with these markets. Lunney oversees the integration of advanced trading technologies and risk management protocols to ensure efficient and compliant operations. The Chief Operating Officer's responsibilities include streamlining workflows for product delivery and client service within this specialized area. By driving operational improvements, Andrew Lunney strengthens Morgan Stanley's ability to provide sophisticated capital markets solutions to its diverse client base globally.

Rachel Blustein, the Associate, Investment Management Chief Operating Officer Chief of Staff Team at Morgan Stanley, supports the operational leadership within the investment management division. This role involves assisting the Chief Operating Officer and the Chief of Staff team in executing strategic initiatives and managing day-to-day operations. Blustein contributes to process improvements and project coordination, ensuring the smooth functioning of the investment management business. The Associate's responsibilities include gathering data, preparing reports, and facilitating communication across various teams to support the firm's global investment strategies. By providing dedicated support, Rachel Blustein aids in the efficient delivery of investment management services to clients worldwide.

Denise Iturrey, the Chief of Staff at Morgan Stanley, supports the executive leadership in driving strategic initiatives and operational efficiency. This role involves coordinating cross-functional projects and ensuring seamless communication across various departments, facilitating the execution of the firm's global financial services strategy. Iturrey manages key priorities for the executive team, enhancing organizational effectiveness and supporting the delivery of investment banking, securities, wealth management, and investment management services. The Chief of Staff's focus includes streamlining internal processes and optimizing resource allocation to better serve corporations, governments, institutions, and individuals worldwide. By managing critical workflows, Denise Iturrey contributes to the firm's operational integrity and its ability to navigate complex market dynamics.

Rosalie Lavallée, the Junior Chief of Staff at Morgan Stanley, provides essential support to the executive leadership team, contributing to the efficient execution of strategic priorities. This role involves assisting in project management, coordinating communications, and facilitating operational workflows across different departments. Lavallée helps to streamline processes and ensure that key initiatives progress effectively, supporting the firm's global financial services operations. The Junior Chief of Staff's responsibilities include preparing materials for executive meetings and tracking action items to ensure timely completion. By offering dedicated assistance, Rosalie Lavallée contributes to the overall effectiveness and operational agility of Morgan Stanley's leadership.