Lisa Ann Shalett
Chief Investment Officer at Morgan Stanley Smith Barney LLC (Investment Management)
Network origin in Lisa Ann Shalett first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Harvard Business School
269
| College/University | Other Consumer Services | 269 |
Brown University
267
| College/University | Other Consumer Services | 267 |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.
156
| Subsidiary | Investment Banks/Brokers | 156 |
Morgan Stanley Smith Barney LLC (Investment Management)
 Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities.
43
| Operating Division | Investment Managers | 43 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Lisa Ann Shalett via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| IBM | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | President Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| STAR EQUITY HOLDINGS, INC. | Medical Specialties | Chief Executive Officer Chief Executive Officer | |
E*TRADE Capital Management LLC
 E*TRADE Capital Management LLC Investment ManagersFinance E*TRADE Capital Management LLC (ETCM) is an SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1996 and is a subsidiary of ETCM Holdings LLC, which is ultimately owned by Morgan Stanley (NYSE: MS). ETCM provides investment advisory services through wrap fee programs primarily to individual retail investors. | Investment Managers | Chief Investment Officer Chief Executive Officer | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | President Chief Operating Officer Portfolio Manager-Equities | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity Market Strategist | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Doctorate Degree | |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Oxford | College/University | Undergraduate Degree Graduate Degree | |
Booz Allen Hamilton, Inc.
 Booz Allen Hamilton, Inc. Engineering & ConstructionIndustrial Services Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA. | Engineering & Construction | Corporate Officer/Principal Director/Board Member | |
The Boston Consulting Group, Inc.
 The Boston Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Consultant / Advisor | |
Flagship Pioneering
 Flagship Pioneering Investment ManagersFinance Flagship Pioneering (Flagship Pioneering) is a venture capital firm founded in 1982 by Ed M Kania and Noubar B Afeyan. The firm is headquartered in Cambridge, Massachusetts. | Investment Managers | Chief Executive Officer Private Equity Investor | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Corporate Officer/Principal Graduate Degree Graduate Degree Masters Business Admin | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| ALLIANCEBERNSTEIN HOLDING L.P. | Investment Managers | President Corporate Officer/Principal Chief Operating Officer | |
| Harvard College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree | |
| University of Tennessee | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Harvard Law School | College/University | Graduate Degree Graduate Degree Graduate Degree | |
| The Johns Hopkins University | College/University | Undergraduate Degree Undergraduate Degree | |
AllianceBernstein Corp.
 AllianceBernstein Corp. Investment ManagersFinance Part of Equitable Holdings, Inc., AllianceBernstein Corp. is a company that provides investment management services. The company is based in Nashville, TN. Seth Perry Bernstein has been the CEO of the company since 2017. | Investment Managers | Director/Board Member Chief Operating Officer | |
Ellucian Co. LP
 Ellucian Co. LP Packaged SoftwareTechnology Services Ellucian Co. LP engages in the provision of higher education software and services. It offers a portfolio of cloud-ready technology solutions and services to colleges and universities, such as enterprise resource planning and student information systems; constituent relationship management; and integration and analytics. The company was founded in 1968 and is headquartered in Reston, VA. | Packaged Software | Corporate Officer/Principal Director/Board Member | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Graduate Degree | |
| Middlebury College | College/University | Undergraduate Degree Undergraduate Degree | |
Bridge Builders Collaborative
 Bridge Builders Collaborative Investment ManagersFinance Bridge Builders Collaborative (BBC) is a venture capital firm founded in 2012 by Austin Hearst. The firm is headquartered in Minneapolis, Minnesota. | Investment Managers | Private Equity Investor Private Equity Investor | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| McGill University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Oregon | College/University | Graduate Degree Undergraduate Degree | |
Synetro Group LLC
 Synetro Group LLC Investment ManagersFinance Synetro Group LLC (Synetro Group) is a private entity and strategic advisory firm founded in 2000 by Pantelis A. Georgiadis. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor Founder | |
| The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree | |
| Bernstein Institutional Services LLC | Investment Banks/Brokers | Chief Executive Officer Director of Research - Equity | |
| Clark University | College/University | Undergraduate Degree Undergraduate Degree | |
New York State Bar Association
 New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Papyrus AB
 Papyrus AB Wholesale DistributorsDistribution Services Papyrus AB supplies graphical paper and packaging products. The firm operates as a merchant in paper, facility supplies and industrial packaging. The company was founded in 1895 and is headquartered in Molndal, Sweden. | Wholesale Distributors | Director/Board Member | |
Transcom Holding AB
 Transcom Holding AB Miscellaneous Commercial ServicesCommercial Services Transcom Holding AB invests in companies within interests in customer relations management. It offers, through its subsidiaries, customer services, technical support, customer retention, customer acquisition, collection, and cross-selling and upselling. The company was founded in 2014 and is headquartered in Stockholm, Sweden. | Miscellaneous Commercial Services | Chairman |
Statistics
International
| United States | 46 |
| Sweden | 3 |
| United Kingdom | 2 |
| Canada | 2 |
Sectoral
| Consumer Services | 21 |
| Finance | 18 |
| Commercial Services | 6 |
| Technology Services | 3 |
| Retail Trade | 2 |
Operational
| Director/Board Member | 426 |
| Corporate Officer/Principal | 161 |
| Undergraduate Degree | 96 |
| Chief Executive Officer | 83 |
| Chairman | 81 |
Most connected contacts
| Insiders | |
|---|---|
| Neil Rimer | 46 |
| Jonathan Coslet | 38 |
| Deborah Quazzo | 36 |
| R. Huennekens | 36 |
| Margo Georgiadis | 34 |
| Kenneth Traub | 32 |
| Olof Harald Mix | 28 |
| Scott Friend | 25 |
| Randall Mays | 25 |
| Kevin G. Connors | 24 |
| David Buzby | 24 |
| Richard Battista | 23 |
| Robert G. Calton | 23 |
| Eric Schwartz | 22 |
| David Belluck | 22 |
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