Global Conference 2012 | Lisa Shalett
Lisa Shalett
Chief Investment Officer, Merrill Lynch Global Wealth Management, and Head of Investment Management and Guidance, Merrill Lynch
Lisa Shalett is chief investment officer at Merrill Lynch Global Wealth Management and head of investment management and guidance at Merrill Lynch. With more than 20 years of investment and analytic experience, Shalett oversees the global asset allocation and portfolio investment strategy guidance provided to advisors and clients. In addition to being responsible for Merrill Lynch's investment strategy around the world, she leads the investment analytics and due diligence teams and heads the Ultra High Net Worth Investment Office, which creates institutional-caliber investment policies and customized portfolio solutions. Prior to Merrill Lynch, Shalett was the head of Alliance Growth Equities and chairman and CEO of Sanford C. Bernstein, LLC. An Aspen Institute fellow, she holds a bachelor's degree in applied mathematics and economics from Brown University and an M.B.A. from Harvard Business School.
Panel:
Diversifying Portfolio Risk Through Asset Allocation
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