Graystone Consulting, a business of Morgan Stanley, today announced that Kelli Schrade has joined the Stephans Van Liew and Oiler Group, one of the Firm’s largest institutional consulting and private wealth management practices located in Chicago. Ms. Schrade joins as a Senior Partner to lead the team’s manager assessment and due diligence efforts for the growing Chicago-based practice.
Ms. Schrade will join the team’s three senior partners, Managing Directors Linda Stephans, Kristina Van Liew, and Erik Oiler, and work with a large variety of clients including healthcare organizations, research institutes, university endowments, corporate pension plans, family offices and high net worth individuals. She joins from Marquette Associates, Inc., where she served most recently as Managing Partner and Director of Manager Research having primary oversight of their U.S. equity managers.
“We are extremely pleased to welcome Kelli to the Chicago office of Graystone Consulting and Morgan Stanley,” said Kevin Forman, Chicago Complex Manager. “Kelli is well known and highly regarded in the industry, and will be a valuable asset to expanding the team’s footprint and to help further drive an innovative consulting practice for clients.”
“Graystone Consulting is committed to attracting top talent and strategically expanding in the U.S.,” said Marc Brookman, Head of Institutional Products and Sales. “Kelli is a great fit, and her hire reinforces the strength of the brand, world-class platform and resources of Graystone Consulting.”
Ms. Schrade spent over a decade with Marquette Associates and was instrumental in the organization’s growth and success. During her tenure, Ms. Schrade was Chair of the Traditional and Alternative Investment Manager Committees, overseeing $130 billion in client assets. She conducted extensive, in-depth research on U.S. Equity Managers, and was a committee member for $6 billion in discretionary assets, responsible for asset allocation, manager selection, cash management and rebalancing for institutional clients. Ms. Schrade is a recognized industry leader, speaking at top investment conferences on topics from alternative investments to asset allocation and macroeconomic themes. In addition, she has been quoted on investments throughout the national media, including Barron’s and the Wall Street Journal.
Before joining Marquette, Ms. Schrade was an Investment Advisor with Christian Brothers Investment Services, and a Managing Editor and Mutual Fund Analyst with Morningstar, Inc. focusing on U.S. equity funds.
Ms. Schrade holds a BA from Kenyon College, and is currently pursuing an MBA from University of North Carolina, Kenan-Flager Business School. She holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CAIA Association®. In addition, Kelli is a member of the CFA Institute, the CFA Society of Chicago, NASP (National Association of Securities Professionals), and the Executives’ Club of Chicago.
Graystone Consulting, a business of Morgan Stanley Smith Barney LLC, provides a complete range of investment consulting services to institutional clients, which include corporations, endowments and foundations, health care organizations, insurance entities, state and local governments, Taft-Hartley funds and family offices. Tailored investment advice is delivered by Institutional Consulting Directors, experienced investment professionals who are backed by a dedicated consulting team and the broad resources of Morgan Stanley. For further information, please visit https://www.graystoneconsulting.com.
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 43 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.
Graystone Consulting is a business of Morgan Stanley Smith Barney LLC. Morgan Stanley Private Wealth Management is a division of Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is a trade name of Morgan Stanley Smith Barney LLC.
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CRC 1677279 01/2017