• Women Financial Advisor Forum

50 Morgan Stanley Financial Advisors Make Forbes List

Morgan Stanley captured 50 spots on Forbes’ inaugural list of America’s Top 200 Women Wealth Advisors, including the top spot overall.

Morgan Stanley captured 50 spots on Forbes’ inaugural list of America’s Top 200 Women Wealth Advisors, including the top spot overall, according to a story published on Forbes.com.

“This is an extremely strong showing by our talented women Financial Advisors who earned this honor through their unwavering focus on helping clients achieve their goals,” said Co-Heads of Wealth Management Shelley O'Connor and Andy Saperstein. “Together with their colleagues and teams across the country, they help set the standard for excellence and strengthen our leadership position in Wealth Management.”

Topping the list is Morgan Stanley's Colleen O’Callaghan, a New York-based Private Wealth Advisor who joined the Firm in 2008 and today manages over $2 billion in assets for clients and foundations.

In the Forbes article, O’Callaghan shared that she is energized by working in wealth management.  She mentions that her team focuses on the details and follow-through because clients deserve their full attention. "I have a saying: There can be no dropped balls."

View Forbes' 2017 list of America’s Top 200 Women Advisors.

Morgan Stanley Financial Advisors on the list, in alphabetical order, include:

  • Diane Alecci
  • Christine Armstrong
  • Emily Bach
  • Anouchka Balog
  • Lynn Blanchard
  • Mara Bralove
  • Nancy Cooley
  • Lee Corey
  • Patricia Cutilletta
  • Michele Dandrea
  • Valerie Dugan
  • Christi Edwards
  • Susan Feitelberg
  • Barbara Finder
  • Barbara Finley
  • Janet Franco Gordon
  • Joyce Goldfarb
  • Kathleen Grasmeder
  • Alma Guimarin
  • Kimberley Hatchett
  • Emily Hill
  • Rupa Jack
  • Cindy Katz Morton
  • Rosita Kaufman
  • Inna Kelly
  • Susan Kingsolver
  • Mary Kay Kluge
  • Laura Ladrigan Cobb
  • Ronnie Lapinsky Sax
  • Deborah Montaperto
  • Marie Moore
  • Michele O'Connor
  • Dalia Ozeri
  • Elizabeth Pakenas
  • Kathleen Roeser
  • Jane Rojas
  • Lori Sackler
  • Dianna Smith
  • Kathleen Sullivan
  • Stephanie Twomey Roche
  • Cherie Wardrop
  • Kathleen Weber
  • Nadine Wong
  • Kathleen Youngerman
  • Gillian Yu