Morgan Stanley Wealth Management Names 18 to MAKERS Class of 2019

New York —

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 these ground breakers, innovators and advocates who advance our mission to be the firm of choice for women employees and clients,” said Shelley O’Connor and Andy Saperstein, Co-Heads of Morgan Stanley Wealth Management. “Our partnership with MAKERS is a powerful way to celebrate the impact that our talented women have on their clients, colleagues and communities every day, and to recognize the men who champion their advancement.”

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

Julie Baeder, Senior Vice President, Financial Advisor

Sandy Fletcher, Senior Vice President, Branch Manager

Kalena Griffin Costa, Executive Director, Head of International Relationship Management

Claudia Mollerup-Madsen, Vice President, Financial Advisor

Ileana Musa, Managing Director, Co-Head of International Wealth Management and the Head of International Banking & Lending

Amy Nash, Senior Vice President, Associate Complex Manager

Janet Nickel, Managing Director, Regional Sales Manager

Cheryl Palmerini, Managing Director, Head of WM Diversity and Chief of Staff

Patricia Selin, Senior Vice President, Financial Advisor

Gerty Simon, Complex Administrator

Gabriela Teran, Managing Director, Branch Manager

James Tracy, Managing Director, Head of Consulting Group and Graystone Consulting

Rhonda Viapiano, Executive Director, Branch Manager

Lori Villegas, Senior Vice President, Financial Advisor

Kate Waters, Senior Vice President, Financial Advisor

Rachel Wilson, Managing Director, Head of WM and IM Cyber Security

Adrianne Yamaki, Senior Vice President, Financial Advisor

Kathleen Youngerman, Managing Director, Financial Advisor


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 www.makers.com.

The 2019 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 http://www.morganstanley.com/people/financial-advisors/diversity.

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit www.morganstanley.com.

© 2019 Morgan Stanley Smith Barney LLC.  Member SIPC. 

CRC 2471568 3/2019

Media Relations Contact: Christine Jockle, 914.225.6827

Contact Us

For media inquiries, send an email to Media Inquiries