Default Topic – all podcasts need to have this checked.

Championing Cybersecurity with Rachel Wilson

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Episode 92: Championing Cybersecurity with Rachel Wilson

While cybersecurity is not a new concept, a spotlight has been placed on its importance given the ever-increasing sophistication of cybercriminals, COVID-19, and the new work-from-home evolution.

Our incredibly special guest is none other than the Head of Cybersecurity for Morgan Stanley Wealth Management, Rachel Wilson.

After her childhood love of all things cryptography, code making and code breaking, her dream of working for the National Security Agency (NSA) was realized, where she spent 15 years in various leadership roles and managed the NSA’s counterterrorism operation and led global enterprise in detecting and disrupting terrorist plotting against the U.S. and its allies. Thereafter she entered the world of financial services and was later tapped by Morgan Stanley.

Rachel is extremely passionate about cybersecurity and this timely discussion helps us all understand where we are with cybersecurity and how we can protect ourselves. You don’t want to miss this. 

04:68: How the COVID-19 pandemic is creating a deepening cybercrime pandemic.

09:03: The reality that even before the current COVID-19 pandemic, the wealth management space has been a target for years with now over 70% of cybercrime being financially motivated.  Morgan Stanley’s desire to give people more ability to manage their own money safely online was the catalyst for forming a cybersecurity team.

14:26: Rachel shares her passion for more women to enter the world of cybersecurity which stands at only 12% compared to roughly 25% of women in technology.

18:29: She shares tips on what you can do to protect your operating systems, browsers, apps, phones, and conduct what she calls, good cybersecurity hygiene.

 

Rachel Wilson:

Coffee for Bada**:

 

Morgan Stanley Wealth Management Diversity & Inclusion

This podcast has been sponsored by Morgan Stanley, a Firm where diversity is an opportunity – for both clients and employees. By valuing diverse perspectives, Morgan Stanley believes it can better serve its clients while also helping employees achieve their professional objectives. Morgan Stanley’s corporate culture is one that is open and inclusive, which is fundamental to its role as a global leader.

The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and figures contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast.

This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

MAKERS@ Morgan Stanley Wealth Management

Since 2013, Morgan Stanley was one of a select group of companies, and the first financial services firm, invited to participate in the organization’s MAKERS@ corporate initiative to annually recognize women across Wealth Management who serve as groundbreakers, innovators and advocates along with the men who sponsor and champion women’s advancement. To date, Morgan Stanley has recognized 95 women and two men.

CRC# 2450415  03/06

 

© 2020 Morgan Stanley Smith Barney LLC. Member SIPC. CRC# 3138499

New Thoughts about Negotiating with Mori Taheripour

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Episode 91: New Thoughts about Negotiating with Mori Taheripour

In this episode, I sat work with the fabulous Mori Taheripour. The powerhouse professor who teaches Negotiation and Dispute Resolution to undergraduate and graduate students at the  Wharton School of the University of Pennsylvania.  She’s also the author of Bring Yourself: How to Harness the Power of Connection to Negotiate Fearlessly.

From Public Health in the AIDS field to teaching at Wharton, Mori’s experiences have armed her with the skills to be a great negotiator. For her, negotiation starts with learning more about oneself. She believes that you need to better understand yourself, what you want, and know that you deserve what you’re asking for. Once you have a grasp on that, you’ll connect with others effortlessly.  

To hear more on negotiations, what they mean, and how to approach them – listen in! Mori provides some powerful insight that we can all benefit from. 

15:05: Why women can and should be great negotiators.

16:35: Understanding that negotiation is a learned skill. 

33:33: What negotiation really means and the mindset to have when you walk into your next negotiation. 

 

Mori Taheripour:

Gerty Simon:

Coffee for Badass:

Other Episodes:

Sheri Fitts:

 

Morgan Stanley Wealth Management Diversity & Inclusion

This podcast has been sponsored by Morgan Stanley, a Firm where diversity is an opportunity – for both clients and employees. By valuing diverse perspectives, Morgan Stanley believes it can better serve its clients while also helping employees achieve their professional objectives. Morgan Stanley’s corporate culture is one that is open and inclusive, which is fundamental to its role as a global leader.

The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and figures contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast.

This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

MAKERS@ Morgan Stanley Wealth Management

Since 2013, Morgan Stanley was one of a select group of companies, and the first financial services firm, invited to participate in the organization’s MAKERS@ corporate initiative to annually recognize women across Wealth Management who serve as groundbreakers, innovators and advocates along with the men who sponsor and champion women’s advancement. To date, Morgan Stanley has recognized 95 women and two men.

CRC# 2450415  03/06

Conversation and Care with Dr. Joy Lere

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Episode 90: Conversation and Care with Dr. Joy Lere

Our special guest is Dr. Joy Lere, a psychologist, consultant, speaker and writer whose practice focuses on the intersection of human behavior and finance. Specializing in money, mindset and meaning, her experience has shown that the primary issue driving demand for her services, directly or indirectly, relates to money. She helps patients become financially savvy, emotionally strong and confident.

In my jubilant conversation with Joy, she discussed how to navigate the COVID-19 pandemic and how it all starts with self-care. Self-care is about making choices for yourself that gives you an opportunity to reflect, de-stress and regain control over your sleep, your calendar and personal space where you feel grounded. She also spoke of the recently common feeling of “important anxiety.” It’s a response that allows us to adapt to the world around us.

This conversation was exactly what I needed to center myself and hope it will do the same for you. Listen in! 

A few highlights:

06:31: How to use your “emotional thermometer” to monitor and assess your current state. 

09:15: Why anxiety can be important. 

14:15: When the basics of eat, sleep and hygiene are off, we’re more susceptible to having difficulties managing our emotions.  

20:33: The importance of being able to “microscope” and how zooming in and out on what’s important in the moment can help us cope. 

23:43: Why self-care should be intentional and a protected priority. 

 

Dr. Joy Lere

Gabriela Teran

Sheri Fitts:

 

Morgan Stanley Wealth Management Diversity & Inclusion

This podcast has been sponsored by Morgan Stanley, a Firm where diversity is an opportunity – for both clients and employees. By valuing diverse perspectives, Morgan Stanley believes it can better serve its clients while also helping employees achieve their professional objectives. Morgan Stanley’s corporate culture is one that is open and inclusive, which is fundamental to its role as a global leader.

The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and figures contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast.

This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

MAKERS@ Morgan Stanley Wealth Management

Since 2013, Morgan Stanley was one of a select group of companies, and the first financial services firm, invited to participate in the organization’s MAKERS@ corporate initiative to annually recognize women across Wealth Management who serve as groundbreakers, innovators and advocates along with the men who sponsor and champion women’s advancement. To date, Morgan Stanley has recognized 95 women and two men.

CRC# 2450415  03/06

Women, Movies, and Media with Madeline Di Nonno

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Episode 89: Women, Movies, and Media with Madeline Di Nonno

This guest is one for the ages. We sat down with The Geena Davis Institute on Gender in Media, CEO, Madeline Di Nonno to discuss ways they’re encouraging television and other media to infuse intersectionality, diversity and inclusion in their content.

Founded in 2004 by Academy Award Winning Actor Geena Davis, the Institute is the only organization working collaboratively within the entertainment industry to engage, educate and influence the creation of gender-balanced onscreen portrayals, reducing harmful stereotypes and creating an abundance of unique female characters targeting children 11 and under. The nonprofit’s slogan is, If she can see it, she can be it.TM

I’ve been following Geena and her organization for quite some time. When I joined as a member to support the organization, I dreamed of having this episode’s guest on my podcast. What an interview!

A few highlights:

10:36: How the Institute was brought to fruition through Geena Davis’ realizations as an actress and mother.

13:47: What resources they’re developing to aid content creators in achieving gender equality from the developmental stage.

16:14: How director Dan Scanlon took heed to ensure that Monsters University realized 50% of female characters. 

23:26: Why there are not only a lower number of female characters, but they also speak and are on-screen far less than their male counterparts.

27:34: The importance of paying attention to what your kids watch.

 

Madeline Di Nonno

Geena Davis Institute

Ileana Musa

More

Sheri Fitts

 

Morgan Stanley Wealth Management Diversity & Inclusion

This podcast has been sponsored by Morgan Stanley, a Firm where diversity is an opportunity – for both clients and employees. By valuing diverse perspectives, Morgan Stanley believes it can better serve its clients while also helping employees achieve their professional objectives. Morgan Stanley’s corporate culture is one that is open and inclusive, which is fundamental to its role as a global leader.

The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and figures contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast.

This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

MAKERS@ Morgan Stanley Wealth Management

Since 2013, Morgan Stanley was one of a select group of companies, and the first financial services firm, invited to participate in the organization’s MAKERS@ corporate initiative to annually recognize women across Wealth Management who serve as groundbreakers, innovators and advocates along with the men who sponsor and champion women’s advancement. To date, Morgan Stanley has recognized 95 women and two men.

CRC# 2450415  03/06

Speak Up, Step Up, Make it Happen with Minda Harts and Christine Brown-Quinn

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Episode 88: Speak Up, Step Up, Make it Happen with Minda Harts and Christine Brown-Quinn

This episode we have two wonderful guests, Minda Harts and Christine Brown-Quinn. Both discussing career advice!

Minda is the CEO of The Memo LLC, a career development platform for women of color. She’s also the best-selling author of, “The Memo: What Women of Color Need to Know To Secure A Seat at the Table”. Minda says that success is not a solo sport, you have to build your squad. It all boils down to relationship building and how to articulate your value all while quantifying your worth.

Christine Brown-Quinn is a best-selling author of “Step Aside Superwoman” and “Unlock Your Career Success”. Christine believes she’s a better mother, partner, sister, and daughter because of her career. These are life skills that teach you how to progress a career and enjoy a personal life. 

Tune in to hear career advice on steroids and how you can up-level you! 

A few highlights: 

Minda’s Interview 

12:10: The shocking wage gap that women face of between $0.48 – $0.79 cents on the dollar.

15:35: How success is not a solo sport and the critical importance of relationship building.

18:23: Why you must define your narrative and articulate your value.

 

Christine’s Interview

36:50: Why self-promotion is essential and the downsides of staying hidden.

37:39: The 10 unwritten rules to a successful career.

43:46: Why you should cherish challenging conversations (a personal story).

47:47: How during the new virtual reality given COVID-19, women can make a conscious effort to nurture relationships with their manager and stakeholders.

 

Minda Harts

Christine Brown-Quinn

Kalena Griffin Costa

Coffee for Bada**

Sheri Fitts

 

Morgan Stanley Wealth Management Diversity & Inclusion

This podcast has been sponsored by Morgan Stanley, a Firm where diversity is an opportunity – for both clients and employees. By valuing diverse perspectives, Morgan Stanley believes it can better serve its clients while also helping employees achieve their professional objectives. Morgan Stanley’s corporate culture is one that is open and inclusive, which is fundamental to its role as a global leader.

The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and figures contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast.

This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

MAKERS@ Morgan Stanley Wealth Management

Since 2013, Morgan Stanley was one of a select group of companies, and the first financial services firm, invited to participate in the organization’s MAKERS@ corporate initiative to annually recognize women across Wealth Management who serve as groundbreakers, innovators and advocates along with the men who sponsor and champion women’s advancement. To date, Morgan Stanley has recognized 95 women and two men.

CRC# 2450415  03/06

Ageless FinTech with Lisa Moyle

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Episode 87: Ageless FinTech with Lisa Moyle

Lisa Moyle is co-founder of VC Innovations where she’s committed to connecting established financial institutions with financial technology (FinTech) startups and technology providers. All the while keeping an eye towards making sure women are part of the equation. Her annual event, FinTech Talents, beings together this ecosystem of nearly 3,000 attendees to facilitate networking, establishing business relationships, and giving university students a look inside the industry.

 

Aside from creating memorable, unique and interactive experiences at these events, her goal is to make sure women are not only a part of this ecosystem, but they’re also part of the voices that help create the products to be consumed by and meet the needs of women, specifically, women baby boomers.

  

A few highlights: 

14:04: The importance of increasing diversity across not just gender, but age in FinTech.

19:65: How big chunks of the market, particularly women, are being left under-served by financial advisors.

21:50: Why it’s critical to capture people at key moments of their lives, when big financial decisions are being made.

27:43: As a mother of four, how the biggest barrier to reentering the workforce was confidence.

 

Lisa Moyle

Julie Baeder

More:

Sheri Fitts

 

Morgan Stanley Wealth Management Diversity & Inclusion

This podcast has been sponsored by Morgan Stanley, a Firm where diversity is an opportunity – for both clients and employees. By valuing diverse perspectives, Morgan Stanley believes it can better serve its clients while also helping employees achieve their professional objectives. Morgan Stanley’s corporate culture is one that is open and inclusive, which is fundamental to its role as a global leader.

The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and figures contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast.

This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

MAKERS@ Morgan Stanley Wealth Management

Since 2013, Morgan Stanley was one of a select group of companies, and the first financial services firm, invited to participate in the organization’s MAKERS@ corporate initiative to annually recognize women across Wealth Management who serve as groundbreakers, innovators and advocates along with the men who sponsor and champion women’s advancement. To date, Morgan Stanley has recognized 95 women and two men.

CRC# 2450415  03/06

Speaking Out with Alex Chalekian

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Episode 86: Speaking Out with Alex Chalekian

Our special guest is Alex Chalekian, founder and CEO of Lake Avenue Financial and ally and believer in women. In his words, “it’s important for women to have a voice in this industry and to be able to do the things that they should be able to do!”

Alex started a universal dialogue around solving female harassment by notably speaking up against Ken Fisher who made controversial remarks at one particular fireside chat at the Tiburon CEO Summit. Since then, he penned a processes to report and address harassment and his selfless and important work continues today.

A few highlights:

 10:24: How Alex got started buying and selling stocks when he was only 18 years old. 

15:18: The specific personality of those who thrive in financial services. 

19:54: How women are “the most successful financial planners I’ve ever seen in our industry.”

21:47: Why notoriously standing up and boldly voicing an opinion is not an option.  

41:04: Women and their fear of the ramifications of speaking up. 

 

Alex Chalekian

Jim Tracy

Coffee for Bada**: Cindy Gallop 

Sheri Fitts

 

Morgan Stanley Wealth Management Diversity & Inclusion

This podcast has been sponsored by Morgan Stanley, a Firm where diversity is an opportunity – for both clients and employees. By valuing diverse perspectives, Morgan Stanley believes it can better serve its clients while also helping employees achieve their professional objectives. Morgan Stanley’s corporate culture is one that is open and inclusive, which is fundamental to its role as a global leader.

The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and figures contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast.

This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

MAKERS@ Morgan Stanley Wealth Management

Since 2013, Morgan Stanley was one of a select group of companies, and the first financial services firm, invited to participate in the organization’s MAKERS@ corporate initiative to annually recognize women across Wealth Management who serve as groundbreakers, innovators and advocates along with the men who sponsor and champion women’s advancement. To date, Morgan Stanley has recognized 95 women and two men.

CRC# 2450415  03/06

One Girl at a Time with Seema Hingorani

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Episode 85: One Girl at a Time with Seema Hingorani

This one is a dream guest! Seema Hingorani is a Managing Director at Morgan Stanley Investment Management focused on talent development, client relationships and diversity initiatives. She served as a member of the National Finance Committee of Secretary Clinton’s 2016 Presidential Campaign and is an active member of The Economic Club of New York and 100 Women in Finance. Seema’s also the Founder and Chair of Girls Who Invest, a nonprofit organization dedicated to increasing the number of women in portfolio management and leadership in the asset management industry. 

 

Seema has a 30×30 mission. Her life’s work will be realized when women manage 30% of the world’s investable capital by 2030. How will we get there? By focusing on talent, training and tenacity.

 

Invest your time in learning more about Seema. It will be well worth it!

 

A few highlights:

03:26: Seema recalls always being shocked at the lack of women on organizational charts – and started asking why.

04:48: How the inception of Girls Who Invest came from a surprising revelation.

05:19: Her goal of 30 by 30 was realized when less than 5% of women managed the $80 trillion in global assets.

23:09: How risk is really about being risk-aware. 

 

Seema Hingorani

Coffee for Bada**

Sheri Fitts

 

Morgan Stanley Wealth Management Diversity & Inclusion

This podcast has been sponsored by Morgan Stanley, a Firm where diversity is an opportunity – for both clients and employees. By valuing diverse perspectives, Morgan Stanley believes it can better serve its clients while also helping employees achieve their professional objectives. Morgan Stanley’s corporate culture is one that is open and inclusive, which is fundamental to its role as a global leader.

The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and figures contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast.

This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

MAKERS@ Morgan Stanley Wealth Management

Since 2013, Morgan Stanley was one of a select group of companies, and the first financial services firm, invited to participate in the organization’s MAKERS@ corporate initiative to annually recognize women across Wealth Management who serve as groundbreakers, innovators and advocates along with the men who sponsor and champion women’s advancement. To date, Morgan Stanley has recognized 95 women and two men.

CRC# 2450415  03/06

Clapping Back with Elijah Lawal

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Episode 84: Clapping Back with Elijah Lawal 

This week’s guest is passionate about debunking stereotypes.

At a young age, Elijah wrote short stories about Nigerian myths and legends and sold them to his classmates for £1. Today, he’s a published author of, The Clapback, a definitive guide to addressing negative stereotypes about the black community. From swimming and fried chicken to privilege and allyship, he discusses his opinions and learnings from his in-depth research.

 

A few highlights:

  • 13:51: The surprising answer to the simple question, “Where are you from?”.
  • 16:04: A revelation about the origins of a common stereotype.
  • 17:59: Why using humor when tackling tough topics like racism is important when educating.
  • 21:06: How privilege is vital to acknowledge because of the multifaceted society we live in.
  • 35:51: Why being an ally isn’t just about being a feminist or a supporter. It’s about campaigning, donating, or creating opportunities so that change can occur. 

 

Elijah Lawal

Claudia Mollerup-Madsen

Coffee for Bada**

More:

Sheri Fitts

 

Morgan Stanley Wealth Management Diversity & Inclusion

This podcast has been sponsored by Morgan Stanley, a Firm where diversity is an opportunity – for both clients and employees. By valuing diverse perspectives, Morgan Stanley believes it can better serve its clients while also helping employees achieve their professional objectives. Morgan Stanley’s corporate culture is one that is open and inclusive, which is fundamental to its role as a global leader.

The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and figures contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast.

This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

MAKERS@ Morgan Stanley Wealth Management

Since 2013, Morgan Stanley was one of a select group of companies, and the first financial services firm, invited to participate in the organization’s MAKERS@ corporate initiative to annually recognize women across Wealth Management who serve as groundbreakers, innovators and advocates along with the men who sponsor and champion women’s advancement. To date, Morgan Stanley has recognized 95 women and two men.

CRC# 2450415  03/06

Changing the Language of Wealth with Chloe B. Mckenzie

in

Episode 83: Changing the Language of Wealth with Chloe B. Mckenzie

Chloe B. Mckenzie is an inspiration and one I absolutely feel privileged to interview. 

 

She’s a brilliant and resilient woman who coined the term “wealth justice”. Her mission is to close the wealth gap for black women and create a curriculum that delivers messages about wealth and wealth accumulation. The most interesting part? Her target audience is students, starting in kindergarten! She has quite the story – from an abusive family to a liver failure – she’s unstoppable at only 27.  

 

After you listen, do yourself a favor and pick up her book, The Activist Investor.

 

A few highlights: 

  • 10:13: How growing up in an abusive household pushed her to be resilient and independent, forcing her to start high school at the age of 12 and surf couches.
  • 12:16: Chloe was pulled towards financial services because she had a desire to be in a space where not many looked like her.
  • 13:52: From the trading floor to the hospital, Chloe went through five liver surgeries in the span of three months. Oddly enough, she wasn’t granted medical leave, so she worked from her hospital bed.
  • 15:26: She defines what the term “wealth justice” means. 
  • 20:51: It’s important for students to develop healthy relationships with money and wealth because pop culture and media tend to create toxic relationships.

 

Chloe Mckenzie

Sandy Fletcher

Coffee for Bada**

Moments & Movements

More:

Sheri Fitts

 

Morgan Stanley Wealth Management Diversity & Inclusion

This podcast has been sponsored by Morgan Stanley, a Firm where diversity is an opportunity – for both clients and employees. By valuing diverse perspectives, Morgan Stanley believes it can better serve its clients while also helping employees achieve their professional objectives. Morgan Stanley’s corporate culture is one that is open and inclusive, which is fundamental to its role as a global leader.

The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and figures contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast.

This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

MAKERS@ Morgan Stanley Wealth Management

Since 2013, Morgan Stanley was one of a select group of companies, and the first financial services firm, invited to participate in the organization’s MAKERS@ corporate initiative to annually recognize women across Wealth Management who serve as groundbreakers, innovators and advocates along with the men who sponsor and champion women’s advancement. To date, Morgan Stanley has recognized 95 women and two men.

CRC# 2450415  03/06