Shelley O'Connor

Co-Chairman, Co-President & Co-Chief Executive Officer at Morgan Stanley Smith Barney LLC

Shelley O'Connor

Shelley O'Connor

Co-Chairman, Co-President & Co-Chief Executive Officer at Morgan Stanley Smith Barney LLC

Overview
Career Highlights

Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank NA
Morgan Stanley Bank, NA

RelSci Relationships

3485

Number of Boards

7

Contact Data
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Relationships
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Head of Wealth Management at Morgan Stanley

Relationship likelihood: Strong

Chief Human Resources Officer & Executive Vice President at Morgan Stanley

Relationship likelihood: Strong

Chief Executive Officer at Morgan Stanley

Relationship likelihood: Strong

Co-Chief Executive Officer, Director at B. Riley Financial, Inc.

Relationship likelihood: Strong

Vice Chairman at Morgan Stanley

Relationship likelihood: Strong

Chief Legal Officer at Morgan Stanley

Relationship likelihood: Strong

Head, Western Division at Morgan Stanley Smith Barney LLC

Relationship likelihood: Strong

Managing Director at Morgan Stanley

Relationship likelihood: Strong

Co-Head of Investment Banking at Morgan Stanley

Relationship likelihood: Strong

Chief Financial Officer at Morgan Stanley

Relationship likelihood: Strong

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Shelley O'Connor
Co-Chairman, Co-President & Co-Chief Executive Officer at Morgan Stanley Smith Barney LLC
Education
BA

The University of California, San Diego (also referred to as UC San Diego or UCSD) is a public research university located in La Jolla, California, United States. Established in 1960 near the pre-existing Scripps Institution of Oceanography, UCSD is the seventh oldest of the 10 University of California campuses and offers over 200 undergraduate and graduate degree programs. UCSD is one of America's Public Ivy universities, which recognizes top public research universities in the United States.

Career History
Co-Chairman, Co-President & Co-Chief Executive Officer
2014 - Current

Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is a joint venture between Morgan Stanley and Citigroup.

Southwest Regional Manager
Prior

Morgan Stanley PWML is an active manager which provides custom-tailored financial solutions and a level of sophistication and access to expertise and investments typically reserved for large corporations, financial institutions and governments.The firm's dedicated team and wealth management specialists work with clients to construct, implement and monitor the asset allocation strategy to help them achieve their objectives.

Chief Operating Officer, US Client Coverage Group
1984 - 2019

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan on September 16, 1935 and is headquartered in New York, NY.

Boards & Committees
Co-Chairman, Co-President & Co-Chief Executive Officer
2014 - Current

Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is a joint venture between Morgan Stanley and Citigroup.

Member, Operating Committee
Current

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan on September 16, 1935 and is headquartered in New York, NY.

Chairman & Chief Executive Officer
Current

Morgan Stanley Private Bank NA provides banking products and services. The company was founded in 1996 and is headquartered in Purchase, NY.

Member, Board of Trustees
Prior

Since 2005 the Morgan Stanley Foundation has supported a network of Grow Clinics, specifically operations that target families with children suffering from failure to Thrive primarily due to poverty. Through our more than $2 million investment, these Grow Clinics in Boston, Chicago, Houston, and Los Angeles have been able to nurture thousands of babies back to good health.

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