Morgan Stanley Wealth Management Names 16 Women of Achievement to MAKERS Class of 2016

NEW YORK–(BUSINESS WIRE)–Morgan Stanley Wealth Management has recognized the achievements of 16
outstanding women professionals as part of its partnership with MAKERS –
a project dedicated to identifying and celebrating women of
accomplishment across multiple fields.

“We are committed to being the firm of choice for women employees and
clients. Our partnership with MAKERS gives us an opportunity to
recognize and celebrate the talent and impact that so many of our
professionals bring to clients, colleagues, shareholders and our
communities every day,” said Shelley O’Connor and Andy Saperstein,
Co-Heads of Morgan Stanley Wealth Management.

Nominations were solicited from across the wealth management
organization and a panel of senior managers selected the 16 women to be
recognized. They are:

  • Rosalie Berman, Managing Director, Head of Strategic Partnering and
    Practice Management Engagement
  • Gwen Cohen, First Vice President, Financial Advisor, Chicago, IL
  • Anne Cooney, Managing Director, General Counsel of Wealth Management
  • Barbara Finley, Senior Vice President, Financial Advisor, Madison, WI
  • Cathy Galgano, Executive Director, Complex Manager, Northern
  • Crystal Ho, Senior Vice President, Private Wealth Advisor, New York, NY
  • Yedda Marks, Senior Vice President, Branch Manager, Bloomington, MN
  • Sarah McDaniel, Managing Director, Head of the Wealth Strategies Group
  • Karen McDonald, Managing Director, Financial Advisor, Palo Alto, CA
  • Martha McNeil, First Vice President, Branch Manager, Charleston, SC
  • Deborah Montaperto, Senior Vice President, Private Wealth Advisor, New
    York, NY
  • Laura Norman, Vice President, Group Director, Private Wealth
    Management, New York, NY
  • Diane Pacuk, Senior Vice President, Associate Complex Manager, Boston,
  • Kathy Roeser, Managing Director, Financial Advisor, Chicago, IL
  • Jane Rojas, Senior Vice President, Financial Advisor, Tucson, AR
  • Lisa Shalett, Managing Director, Head of Investment and Portfolio

MAKERS is a television and digital video initiative by PBS and AOL that
aims to be the largest collection of women’s stories ever assembled.
Morgan Stanley Wealth Management is a founding partner of MAKERS@, which
encourages corporations to celebrate and acknowledge their leading women
employees. For more information, go to

The Morgan Stanley Women’s Financial Advisor Forum is a blog that
profiles successful women professionals and highlights the opportunities
presented by a career in wealth management. The 2016 MAKERS will be
profiled on the site throughout the year. To visit the website, go to

A companion blog highlights opportunities for multicultural individuals

Further information is available at

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 43 countries,
the Firm’s employees serve clients worldwide including corporations,
governments, institutions and individuals. For further information about
Morgan Stanley, please visit

© 2016 Morgan Stanley Smith Barney LLC. Member SIPC. CRC1448219 3/16


Morgan Stanley
Media Relations
Christy Jockle, 914-225-6827