Morgan Stanley

Morgan Stanley Wealth Management has recognized the achievements of 18 outstanding professionals as part of its partnership with MAKERS – a project dedicated to identifying and celebrating women of accomplishment across multiple fields along with the men who sponsor and champion women’s achievement.

“We congratulate our MAKERS Class of 2020 and thank them for leading, inspiring and giving back,” said Shelley O’Connor, Chairman & CEO, Morgan Stanley Private Bank, N.A. and Morgan Stanley Bank, N.A. "We are committed to being the firm of choice for women employees and clients, and these trailblazers help advance our efforts to ensure that Morgan Stanley is a place where women want to build their careers.”

“We are proud to recognize the achievements of these incredible game changers whose contributions can be felt across the nation,” said Andy Saperstein, Head of Morgan Stanley Wealth Management. “Our seven year partnership with MAKERS is focused on accelerating women’s advancement by recognizing groundbreakers, innovators and advocates along with the men who sponsor and champion them.”

Nominations were solicited from across the wealth management organization and a panel of senior managers selected the 18 individuals to be recognized. They are:

Sheree Blazejewski, Executive Director, Branch Manager

Dalia Botero, Executive Director, Branch Manager

Jen Easterly, Managing Director, Global Head of the Fusion Resilience Center

Gerald Ferrante, Managing Director, Special Advisor to the NY Metro Region

Kathleen Ferraro, Senior Vice President, Branch Manager

Margaret Flynn-Martin, Managing Director, Head of Relationship Management

Carla Koren, Senior Vice President, Financial Advisor

Kathleen Kunkler, Senior Vice President, Financial Advisor

Thien Le, Vice President, Financial Advisor Associate

Christine Cognetti McCasland, Executive Director, MS at Work, Head of Field and Sales Support Team

Patricia Pagoaga, Managing Director, Branch Manager

Betsy Pakenas, Managing Director, Financial Advisor

Rose Palazzo, Managing Director, Head of Financial Planning

Merav Pepere, Managing Director, Chief Technology Officer, U.S. Banks

Hilary Sievers, Vice President, National Sales

Michelle Ward, Executive Director, Financial Advisor

Anna Winderbaum, Managing Director, Private Wealth Advisor

Yvette Wynn, First Vice President, Regional Sales Director

Launched in 2012, AOL MAKERS is a storytelling platform for the trailblazing women of today and tomorrow. Morgan Stanley Wealth Management is a founding partner of MAKERS@, which encourages corporations to celebrate, acknowledge and connect their leading female employees to the larger MAKERS network. For more information, go to

The 2020 MAKERS will be profiled on the Morgan Stanley Forum for Women, Multicultural and LGBT+ Financial Advisors throughout the year. To visit the website, go to

At Morgan Stanley we foster a culture where female clients can grow their wealth as they plan for the future, female employees feel empowered and can thrive in their careers, and where we lead in our communities. For more information on how women are core to the success of our Modern Wealth strategy in Wealth Management visit Women Without Limits at