Morgan Stanley Investment Management

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Morgan Stanley Investment Management Employees

Employee
Years
Job
Industry
Thomas Kamei Thomas Kamei New York, New York Details
Thomas Kamei's Morgan Stanley Investment Management Experience May 2010 - Present
Job Investor Morgan Stanley Investment Management Growth Team
Industry Investment Management
Experience
Morgan Stanley Investment Management   May 2010 - Present
The Aspen Institute  June 2015 - July 2015
Kleiner Perkins Caufield & Byers  June 2009 - August 2009
Bodri Capital Management   June 2008 - August 2008
Japanese American National Museum  2006 - 2006

Education
University of Southern California
BS, Architecture

Lick-Wilmerding High School

Wanda McClary-Contreras Wanda McClary-Contreras Baltimore, Maryland Details
Wanda McClary-Contreras's Morgan Stanley Investment Management Experience March 2007 - Present
Job Associate at Morgan Stanley Wealth Managemet
Industry Investment Management
Experience
Morgan Stanley Investment Management   March 2007 - Present
UBS  April 2000 - February 2009

Skills
Equities, Fixed Income, Hedge Funds, Investments, Capital Markets, Bloomberg, Asset Management, Portfolio Management, Derivatives, Investment Banking, Alternative Investments, Financial Modeling, Valuation, Mutual Funds, Series 7, Investment Management, Wealth Management, Risk Management, Financial Services, Banking, Securities, Financial Risk

Education
University of Phoenix   2010 — 2012
Bachelor of Arts (BA), Human Services Management

Community College of Philadelphia
Associate of Arts (A.A.), Criminal Justice/Law Enforcement Administration

Claflin University   1988 — 1992
Associate's degree, Sociology

Amit Sharda Amit Sharda Charlotte, North Carolina Area Details
Amit Sharda's Morgan Stanley Investment Management Experience October 2007 - March 2011
Job Sr Principal Consultant at HeadStrong Captial Markets
Industry Computer Software
Experience
Wells Fargo  2011 - Present
Headstrong  October 2007 - Present
Morgan Stanley Investment Management   October 2007 - March 2011
Cyber G India   2006 - 2007
Indiamart Intermesh Limited  July 2005 - May 2006

Skills
Sybase, Requirements Analysis, PL/SQL, Oracle, SQL, Unix Shell Scripting, Unix, Business Analysis, Microsoft SQL Server, Oracle SQL, Perl Script, .NET, Java, Software Consulting, Software Development, Team Leadership, Consulting, OTC Derivatives, Futures & Options, Risk Management, Shell Scripting

Education
University of Rajasthan   2001 — 2005
B.E

Vidhya Niketan Bhilwara
12th

Aideen Connolly Aideen Connolly Greater Philadelphia Area Details
Aideen Connolly's Morgan Stanley Investment Management Experience February 2003 - Present
Job Content Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   February 2003 - Present

Skills
Hedge Funds, Alternative Investments

Education
University of Richmond   1986 — 1990

International School Manila

International School Manila

International School Philippines

Allison Mortensen, CFA Allison Mortensen, CFA Greater Philadelphia Area Details
Allison Mortensen, CFA's Morgan Stanley Investment Management Experience 1994 - 2003
Job Head of MultiAsset Solutions at Hartford Funds
Industry Investment Management
Experience
Hartford Funds  October 2015 - Present
Aberdeen Asset Management  April 2004 - September 2015
Morgan Stanley Investment Management   1994 - 2003

Skills
Asset Allocation, Fund Analysis, Fund Of Funds, Global Asset Allocation, Asset Management

Education
University of Richmond - Robins School of Business   1990 — 1994
BSBA, Finance, Computer Science, magna cum laude

Tomas Jokl, CFA, CAIA Tomas Jokl, CFA, CAIA Greater New York City Area Details
Tomas Jokl, CFA, CAIA's Morgan Stanley Investment Management Experience June 2008 - January 2010
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley  January 2010 - Present
Morgan Stanley Investment Management   June 2008 - January 2010
South Carolina Retirement Systems Investment Commission   February 2006 - May 2008
Palmetto Institute   February 2006 - May 2008

Education
University of South Carolina - Darla Moore School of Business   2004 — 2008
Bachelor of Science, Finance, Economics, International Business

University of Valencia   2007 — 2007
Hispanic Studies, Facultat de Filología

Chris Osborne, CAIA Chris Osborne, CAIA New York, New York Details
Chris Osborne, CAIA's Morgan Stanley Investment Management Experience May 2013 - Present
Job Senior Associate Alternative Investments Private Client Sales at Morgan Stanley Investment Management
Industry Investment Banking
Experience
Morgan Stanley Investment Management   May 2013 - Present
Canaccord Genuity Inc.  May 2009 - January 2013
Stanford Group Company  November 2008 - March 2009
Lehman Brothers  July 2007 - November 2008

Skills
Alternative Investments, Hedge Funds, Private Equity, Real Estate Private..., Wealth Management, Structured Products, Mutual Funds, Equities, Finance, Capital Markets

Education
University of Richmond   2003 — 2007
B.S, B.A, Finance

Leah Lim Leah Lim Parker, Colorado Details
Leah Lim's Morgan Stanley Investment Management Experience January 2010 - December 2010
Job SQA Engineer at Mytrus, Inc
Industry Computer Software
Experience
Mytrus Inc.  July 2013 - Present
UBM Tech  April 2011 - June 2013
Morgan Stanley Investment Management   January 2010 - December 2010
Motorola  July 2007 - December 2009
NCR Corporation  September 2004 - October 2006

Skills
C#, .NET, Design Patterns, Software Development, Visual Studio, Testing, SQL, Java, TFS, Scrum, Test Automation, Agile Methodologies, Selenium Testing, NUnit, JUnit, XPath, JavaScript, CSS, XML, Web Services, OOP, Web Development, Quality Assurance, Web Testing, Software Engineering, Perl, Web Applications, Test Driven Development, Eclipse, Unix

Education
University of San Carlos   1996 — 2001
Bachelor of Science, Computer Science

J. Scott Roberts J. Scott Roberts San Francisco Bay Area Details
J. Scott Roberts's Morgan Stanley Investment Management Experience January 2001 - March 2003
Job Founder at Brave New Women Inc.
Industry Online Media
Experience
Brave New Women   March 2009 - Present
Nexus Capital (Nexusscott)   April 2008 - April 2010
ShareChive  September 2006 - March 2008
ShareChive  May 2003 - August 2006
Morgan Stanley Investment Management   January 2001 - March 2003

Skills
Business Development, Finance, Start-ups, Leadership, Online Advertising, Private Equity, Contract Negotiation, Public Speaking, Investments, Strategic Partnerships, Online Marketing, Management, Sales, SEO, Marketing Strategy, Marketing, Strategy, Fundraising, Nonprofits, Mobile Applications, Equities, Web Analytics, Social Networking, Social Media Marketing, Executive Management, E-commerce, Mobile Marketing, Entrepreneurship, Business Strategy, Digital Media, Non-profits, New Business Development, CRM, Lead Generation, SaaS, Enterprise Software, Web Development, Email Marketing, Investor Relations, Mobile Advertising

Education
University of San Francisco   1997 — 1999
BS, MIS

De La Salle / Carondelet

Caroline Mulcahy Caroline Mulcahy Greater New York City Area Details
Caroline Mulcahy's Morgan Stanley Investment Management Experience March 2010 - Present
Job Global Emerging Markets Equity
Industry Financial Services
Experience
Morgan Stanley Investment Management   March 2010 - Present
Morgan Stanley Investment Management   July 2006 - January 2010
McKinsey  2004 - 2006

Skills
Bloomberg, Emerging Markets, Asset Management, Travel Arrangements, Microsoft Office, Equities, Asset Managment, Investments, Alternative Investments, Fixed Income, Hedge Funds, Strategy, Asset Allocation, Investment Management

Education
University of Scranton   1992 — 1996
Bachelor of Arts (B.A.), Communication, General

Kevin Waldeck Kevin Waldeck San Francisco Bay Area Details
Kevin Waldeck's Morgan Stanley Investment Management Experience September 2010 - Present
Job Executive Director at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   September 2010 - Present
Wells Capital Management  June 2009 - September 2010
Evergreen Investments  October 2004 - June 2009
SEI Investments  September 1997 - October 2004
Wells Fargo Bank  September 1992 - September 1997
Phoenix Leasing   September 1990 - September 1992

Skills
Mutual Funds, Fixed Income, Asset Management, Series 7, Investments

Education
University of Southern California   1983 — 1987
BS, Business Admin. - Finance, Investments, Real Estate

Cristine Bada Cristine Bada Greater New York City Area Details
Cristine Bada's Morgan Stanley Investment Management Experience October 2000 - August 2010
Job Supervisor of Deposit Operations at E*Trade Financial
Industry Financial Services
Experience
E*TRADE Financial  June 2013 - Present
E*TRADE Financial  November 2010 - June 2013
Van Kampen Investments  October 2003 - September 2011
Morgan Stanley Investment Management   October 2000 - August 2010
Morgan Stanley  2003 - 2010

Skills
Mutual Funds, Financial Services, Back Office

Education
University of Phoenix   2007 — 2009
B.S.S., Business Management

William Paterson University of New Jersey   1997 — 1999

Charles McManus Charles McManus Greater Philadelphia Area Details
Charles McManus's Morgan Stanley Investment Management Experience July 1997 - Present
Job
Industry Investment Management
Experience
Morgan Stanley Investment Management   July 1997 - Present

Skills
Equities, Bloomberg, Alternative Investments, Hedge Funds, Fixed Income, Fund Of Funds, Securities, Asset Managment, Mutual Funds, Asset Allocation, Series 7, Series 63

Education
Villanova University   2000 — 2004
MBA, Master of Business Administration

University of Scranton   1985 — 1989
BS, Finance

Fordham Prep

Bridget Farrell Bridget Farrell Washington D.C. Metro Area Details
Bridget Farrell's Morgan Stanley Investment Management Experience May 2011 - September 2013
Job Senior Counsel at US Securities and Exchange Commission
Industry Investment Management
Experience
US Securities and Exchange Commission  September 2013 - Present
Morgan Stanley Investment Management   May 2011 - September 2013
Linklaters  July 2008 - May 2010
Linklaters  September 2003 - June 2008
Gibson, Dunn & Crutcher LLP   September 2000 - September 2003

Education
University of Pennsylvania Law School   1997 — 2000
JD, Law

The College of William and Mary   1993 — 1997
BA, Economics

John Gregitis III John Gregitis III Greater Philadelphia Area Details
John Gregitis III's Morgan Stanley Investment Management Experience June 2014 - Present
Job Analyst at Morgan Stanley Alternative Investment Partners
Industry Investment Management
Experience
Morgan Stanley Investment Management   June 2014 - Present
Morgan Stanley Investment Management   June 2013 - February 2014
Kildare Capital, Inc  2013 - 2013
Avalon Beach Patrol  January 2007 - January 2012

Skills
Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Financial Modeling, Teamwork, Research, Access, Customer Service, Bloomberg, Management, Hedge Funds, Finance

Education
University of Scranton   2010 — 2014
BS, Finance

Saint Joseph Preparatory School   2006 — 2010

Jarrett Bell, CAIA Jarrett Bell, CAIA New York, New York Details
Jarrett Bell, CAIA's Morgan Stanley Investment Management Experience June 2007 - May 2010
Job Vice President, Internal Sales Manager at Abbey Capital
Industry Financial Services
Experience
Abbey Capital (US) LLC   June 2011 - Present
Invesco Ltd.  June 2010 - May 2011
Morgan Stanley Investment Management   June 2007 - May 2010

Skills
Alternative Investments, Series 7, Mutual Funds, ETFs, Separately Managed..., Asset Allocation, Fixed Income, Hedge Funds, Asset Managment, Securities, Equities, Investments, Portfolio Management, Asset Management, Wealth Management

Education
New York University, Stern School of Business   2010 — 2012
MBA, Finance, Management

University of South Carolina-Columbia   2003 — 2007
Bachelor's Degree, Corporate Finance and Real Estate

Elizabeth H. Cummins Elizabeth H. Cummins Providence, Rhode Island Area Details
Elizabeth H. Cummins's Morgan Stanley Investment Management Experience July 2004 - August 2007
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management  August 2007 - Present
Morgan Stanley Investment Management   July 2004 - August 2007

Education
University of Rhode Island   1992 — 1997
BA, Psychology, Business Marketing

Mark Roethlin, CFA Mark Roethlin, CFA Greater New York City Area Details
Mark Roethlin, CFA's Morgan Stanley Investment Management Experience January 2007 - June 2010
Job Director at New York Life Investment Management
Industry Investment Management
Experience
New York Life Investment Management  March 2011 - Present
Invesco  June 2010 - March 2011
Morgan Stanley Investment Management   January 2007 - June 2010
Morgan Stanley Investment Management   January 2005 - December 2006
Morgan Stanley Investment Management   April 2004 - November 2005
Morgan Stanley Investment Management   November 2001 - April 2005
Morgan Stanley Investment Management   July 1999 - November 2001
JP Morgan Investment Management  January 1997 - July 1999
Alliance Capital Management  July 1995 - February 1997
Lehman Brothers  July 1994 - June 1996

Skills
Equities, Business Planning, Alternative Investments, Hedge Funds, Equity Valuation, Investments, Mutual Funds, Competitive Analysis, Business Strategy, Private Equity, Asset Management, Portfolio Management, Bloomberg, Fund Of Funds, Financial Services, Series 63, Series 7, Options

Education
University of Scranton   1989 — 1993
B.S., Marketing

Don Bosco Prep   1985 — 1989

Colin Weise Colin Weise Greater Philadelphia Area Details
Colin Weise's Morgan Stanley Investment Management Experience July 2014 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management   July 2014 - Present
State Street  2006 - July 2014
Evergreen Investments  2004 - 2006
SEI  2003 - 2004
SEI  2000 - 2003

Skills
Mutual Funds, Bloomberg, Equities, Fixed Income, Hedge Funds

Education
University of Richmond   1996 — 2000

Greg Mix Greg Mix San Francisco Bay Area Details
Greg Mix's Morgan Stanley Investment Management Experience December 2008 - February 2010
Job Home Building Executive
Industry Real Estate
Experience
Warmington Residential  February 2010 - January 2015
Morgan Stanley Investment Management   December 2008 - February 2010
William Lyon Homes, Inc   February 1997 - November 2008

Skills
Marketing, Entitlements, Land Acquisition, Real Estate Development, Land Development, Construction, Residential Homes, Construction Management, Real Estate, Disposition, Homebuilding, Real Estate Transactions, Feasibility Studies, Property Management, Green Building, Contract Negotiation, Due Diligence, Negotiation, Real Estate Economics

Education
University of Southern California   1971 — 1975
BS, Architecture

Elizabeth Bodisch Elizabeth Bodisch Greater New York City Area Details
Elizabeth Bodisch's Morgan Stanley Investment Management Experience June 1996 - May 2010
Job Director at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank  July 2010 - Present
Morgan Stanley Investment Management   June 1996 - May 2010

Education
University of Scranton

Wonny Mullen, Senior Sales Associate Wonny Mullen, Senior Sales Associate San Francisco, California Details
Wonny Mullen, Senior Sales Associate's Morgan Stanley Investment Management Experience 2004 - 2007
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management  August 2010 - Present
Morgan Stanley Investment Management   2004 - 2007
Goldman Sachs  1999 - 2004

Education
University of Southern California   1988 — 1991
Bachelor of Arts (B.A.), Communications

PETER HUTSON PETER HUTSON Greater New York City Area Details
PETER HUTSON's Morgan Stanley Investment Management Experience 2006 - Present
Job MANAGER OPERATIONS at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   2006 - Present
Alliance Capital Management  1999 - 2006

Education
University of Richmond
BA, Economics; Speech/Communications

Judy Kukowski Judy Kukowski Greater Philadelphia Area Details
Judy Kukowski's Morgan Stanley Investment Management Experience 2000 - 2012
Job CoFounder & Vice President Business Development at Cash Flow Map Method, LLC
Industry Financial Services
Experience
Cash Flow Map Method, LLC   2014 - Present
Morgan Stanley  2000 - 2012
Morgan Stanley Investment Management   2000 - 2012
Mercer Investment Consulting  May 1987 - July 1997

Skills
Mutual Funds, Asset Management, Equities, Alternative Investments, Hedge Funds, Fixed Income, Investments, Finance, Financial Services, Portfolio Management, Due Diligence, Cash Flow Management

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   1983 — 1987
MBA, Business

University of Pittsburgh   1978 — 1982
Bachelor of Arts (B.A.), Business and Rhetoric/Communications

Ann Wentlandt Ann Wentlandt Greenville, South Carolina Area Details
Ann Wentlandt's Morgan Stanley Investment Management Experience 1996 - 2003
Job Human Resources Professional
Industry Human Resources
Experience
Vertex Tax Technologies Inc   August 2003 - July 2005
Morgan Stanley Investment Management   1996 - 2003

Education
University of Scranton
BA, English

Deena Shilling Deena Shilling Greater Philadelphia Area Details
Deena Shilling's Morgan Stanley Investment Management Experience February 1997 - June 2009
Job Executive Director at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley Investment Management   February 1997 - June 2009
Lehman Brothers  August 1991 - February 1997
Deloitte & Touche LLP  January 1986 - August 1991

Education
University of Richmond   1981 — 1985
BA

University of Richmond - Robins School of Business   1981 — 1985
B.S., Accounting

Kevin Jornlin, CFA Kevin Jornlin, CFA Greater New York City Area Details
Kevin Jornlin, CFA's Morgan Stanley Investment Management Experience June 2005 - August 2005
Job Senior Associate at Summit Rock Advisors
Industry Investment Management
Experience
Summit Rock Advisors  September 2014 - Present
The Archstone Partnerships   July 2006 - August 2014
Morgan Stanley Investment Management   June 2005 - August 2005

Skills
Hedge Funds, Investments, Asset Management, Bloomberg, Alternative Investments, Equities, Investment Management

Education
University of Richmond   2002 — 2006
Bachelor of Science (BS), Finance, Accounting

Tracey Ivey Tracey Ivey Greater Philadelphia Area Details
Tracey Ivey's Morgan Stanley Investment Management Experience 1996 - 2008
Job Director of Consultant Relations at Thompson, Siegel & Walmsley
Industry Investment Management
Experience
Thompson, Siegel & Walmsley   September 2008 - Present
Morgan Stanley Investment Management   1996 - 2008
Miller, Anderson & Sherrerd   1983 - 1996

Skills
Alternative Investments, Hedge Funds, Investment Strategies, Asset Allocation, Asset Management, Equities, Mutual Funds, Investments, Fixed Income, Series 7, Series 63, Investment Management, Wealth Management, Private Equity, Equity Research, Institutional..., Securities, Bloomberg, Management, Investment Advisory

Education
University of Pennsylvania - The Wharton School   1990 — 1992
MBA, Finance/Marketing

University of Richmond   1978 — 1982
BS, Finance/Marketing

Brandon Naughton Brandon Naughton Greater New York City Area Details
Brandon Naughton's Morgan Stanley Investment Management Experience November 2004 - February 2008
Job Vice President, Marketing & Product Development at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman  February 2008 - Present
Morgan Stanley Investment Management   November 2004 - February 2008
AllianceBernstein  August 1998 - November 2004

Skills
Financial Services, Alternative Investments, Hedge Funds, Mutual Funds, Equities, Series 7, Bloomberg

Education
University of Scranton   1994 — 1998
Bachelor of Science, Finance

Robert Conlon Robert Conlon Greater Philadelphia Area Details
Robert Conlon's Morgan Stanley Investment Management Experience January 2012 - April 2012
Job Manager of Financial Operations at Cadient Group
Industry Accounting
Experience
Cadient Group  April 2013 - Present
SAP  April 2012 - April 2013
Morgan Stanley Investment Management   January 2012 - April 2012
Morgan Stanley Investment Management   December 2008 - January 2012
Morgan Stanley Investment Management   December 2005 - December 2008
Morgan Stanley Investment Management   September 2002 - December 2005
PricewaterhouseCoopers  2001 - 2002

Skills
Financial Reporting, Revenue Recognition, Forecasting, Accounting, Corporate Finance, Analysis, Strategic Planning, Process Improvement, Financial Statements, Cash Management, Managerial Finance, Sarbanes-Oxley Act, Internal Controls, Business Analysis, Strategy, SEC filings

Education
University of Scranton   1997 — 2001
BS, Accounting

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