-

Morgan Stanley Names 10 Women and an Ally as their MAKERS Class of 2024

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Wealth Management today named 11 outstanding professionals as part of its partnership with MAKERS – an initiative dedicated to celebrating the stories of leaders who are drivers and champions of women’s achievements.

“At Morgan Stanley, we believe it’s important to share and celebrate the stories of our leaders who are committed to advancing women, mentoring and breaking barriers. The MAKERS program, a powerful tradition at our Firm, does just that. We are inspired by this year’s MAKERS class and their incredible commitment to our Firm, clients and colleagues,” said Jed Finn, Head of Wealth Management.

Nominations were solicited from employees across Morgan Stanley Wealth Management. The 11 individuals recognized as the Morgan Stanley MAKERS Class of 2024 are:

  • Patricia Benner, Managing Director, Market Executive
  • Ayanna Dunn*, First Vice President, Investment Consultant *Posthumous recognition
  • Kaitlin Elliott, Executive Director, Generative AI Solutions Team Lead
  • Michael Hennessy, Managing Director, Chief Administrative Officer, Wealth Management
  • Alison Nest, Managing Director, Head of Alternative Investments, Wealth Management
  • Hina Shamsi, Managing Director, Chief Technology Officer US Banks, Head of Wealth Management Product Technology
  • Katerina Simonetti Bakh, Senior Vice President, Private Wealth Advisor
  • Emily Sax Bender, Senior Vice President, Financial Advisor
  • Julie Shechtman, Managing Director, Financial Advisor
  • Carolina Ureña, Executive Director, Head of Business Operations, Private Banking Group Distribution Team
  • Julia Yue, Managing Director, Head of Ultra High Net Worth Business Development, Private Wealth Management

Morgan Stanley Wealth Management is focused on fostering a culture of belonging, where clients can grow their wealth as they plan for the future and employees are empowered to thrive in their careers.

The 2024 MAKERS will be profiled on Morgan Stanley Women Without Limits throughout the year. To visit the website, go to http://morganstanley.com/womenwithoutlimits.

Since 2012, MAKERS has been spotlighting women and their stories. In 2014, Morgan Stanley Wealth Management led the charge as the inaugural partner, and in 2024, earned the first MAKERS Honors Award for Corporate Partnership. This initiative encourages corporations to recognize, celebrate, and link their leading employees to the broader MAKERS community. For more information, go to www.makers.com.

About Morgan Stanley Wealth Management

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.

About Morgan Stanley

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 42 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.

© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.

Contacts

Media Relations: Christy Jockle, Christine.Jockle@morganstanley.com

Morgan Stanley

NYSE:MS

Release Versions

Contacts

Media Relations: Christy Jockle, Christine.Jockle@morganstanley.com

More News From Morgan Stanley

Morgan Stanley Direct Lending Fund Announces Second Quarter 2026 Earnings Release and Conference Call

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Direct Lending Fund (NYSE: MSDL) ("MSDL”), a business development company externally managed by MS Capital Partners Adviser Inc., today announced it will release its financial results for the second quarter ended June 30, 2026, on Thursday, August 6, 2026, after the market closes. MSDL will host a conference call at 10:00 am ET on Friday, August 7, 2026, to review its financial results and conduct a question-and-answer session. Conference Call Informati...

Morgan Stanley Direct Lending Fund Prices Public Offering of $350.0 Million 6.100% Notes Due 2031

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Direct Lending Fund (NYSE: MSDL) (“MSDL” or the “Company”) today announced that it has priced an offering of $350.0 million aggregate principal amount of 6.100% notes due 2031 (the “Notes”). The Notes will mature on July 15, 2031 and may be redeemed in whole or in part at the Company’s option at any time at par plus a “make-whole” premium, provided that the Notes may be redeemed at par one month prior to their maturity. The offering is expected to close...

Morgan Stanley Wealth Management Expands Access to Private Markets and Alternatives with PMAX - Balanced and PMAX - Growth Funds

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Wealth Management announced that it has expanded access to the Morgan Stanley Private Markets and Alternatives Fund ("PMAX") by registering it as PMAX - Balanced. This change removes the accredited investor requirement, lowers minimum investment amounts, and introduces daily subscriptions, making private market strategies accessible to a broader range of clients through a simplified, professionally managed investment vehicle. Morgan Stanley Wealth Manag...
Back to Newsroom