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241 - Lisa Cregan, RD: Fintech Series, Morgan Stanley - Change the Face of Wealth Management

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Manage episode 471629066 series 2812375
Content provided by Elaine Pringle Schwitter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elaine Pringle Schwitter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Let us know your thoughts. Send us a Text Message.

Follow me to see #HeadsTalk Podcast Audiograms every Monday on LinkedIn
Episode Title:๐Ÿ‡บ๐Ÿ‡ธChange the Face of Wealth Management๐Ÿ‡บ๐Ÿ‡ธ
Kicking off the๐Ÿ’ต โ„™๐• ๐•จ๐•–๐•ฃ๐•—๐•ฆ๐• ๐•Ž๐• ๐•ž๐•–๐•Ÿ ๐•š๐•Ÿ ๐•Ž๐•’๐•๐•๐•ค๐•ฅ๐•ฃ๐•–๐•–๐•ฅ & ๐•„๐• ๐•Ÿ๐•–๐•ช๐Ÿ’ต series is the formidable Lisa Cregan, the recently retired (January 2025) Morgan Stanley executive with over four decades of leadership at Morgan Stanley and UBS.

In this insightful conversation, Lisa shares her perspective on wealth management, the evolving brokerage landscape, and why sheโ€™s now focused on guiding a select group into the industry through her foundation Climb Pause Lift . Having spent much of her early career in this role, she knows firsthand why itโ€™s a natural fit.

As Regional Director, she was the firmโ€™s only female leader in that position for nearly a decade, showing resilience and vision in a highly competitive field. Beyond finance, sheโ€™s an accomplished author, board member, and speaker.

Lisa is a Trustee Emerita of the Womenโ€™s Sports Foundation, she continues to champion equitable opportunities, guided by her โ€œmindfully fearlessโ€ philosophy.

Topics Covered:
โ—ฝ๏ธMechanics & Future of Wealth Management
โ—ฝ๏ธHigh Performance Teams
โ—ฝ๏ธStockbrokers to Financial Advisors
โ—ฝ๏ธPerfect Mix of Female Athletic Discipline to Wealth Management
โ—ฝ๏ธSheconomy
โ—ฝ๏ธFocus on Asset Management
โ—ฝ๏ธGen Z in the Business
โ—ฝ๏ธOperatives and Leaders
โ—ฝ๏ธTalent Development
โ—ฝ๏ธClimb Pause Lift - Lisa's Foundation
So downloadโณgrab a cup of Bird & Blend Tea Co. - Little Miss Sunshine Tea โ˜•๏ธ& have a listen๐Ÿ›‹
Episode Sponsored by
โ—ฝ๏ธAccxia - ๐”ผ๐•ฆ๐•ฃ๐• ๐•ก๐•–'๐•ค ๐•ƒ๐•’๐•ฃ๐•˜๐•–๐•ค๐•ฅ โ„™๐•ฃ๐•š๐•ง๐•’๐•ฅ๐•– โ„‚๐•๐• ๐•ฆ๐•• ๐•—๐• ๐•ฃ ๐”ธ๐•ฅ๐•๐•’๐•ค๐•ค๐•š๐•’๐•Ÿ

In Partnership with
โ—ฝ๏ธMoney 2020 Europe - Heads Talk Discount code HDT200

ABOUT THE HOST
#AFlyOnTheBoardroomWall #HTFintechSeries #HeadsTalkPodcast
To learn more about the work Lisa is going and to join click the link here.

Get in touch with Lisa here

Support the show

Follow, Support, Contact Heads Talk - A Fly On The Boardroom Wall

  continue reading

249 episodes

Artwork
iconShare
 
Manage episode 471629066 series 2812375
Content provided by Elaine Pringle Schwitter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elaine Pringle Schwitter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Let us know your thoughts. Send us a Text Message.

Follow me to see #HeadsTalk Podcast Audiograms every Monday on LinkedIn
Episode Title:๐Ÿ‡บ๐Ÿ‡ธChange the Face of Wealth Management๐Ÿ‡บ๐Ÿ‡ธ
Kicking off the๐Ÿ’ต โ„™๐• ๐•จ๐•–๐•ฃ๐•—๐•ฆ๐• ๐•Ž๐• ๐•ž๐•–๐•Ÿ ๐•š๐•Ÿ ๐•Ž๐•’๐•๐•๐•ค๐•ฅ๐•ฃ๐•–๐•–๐•ฅ & ๐•„๐• ๐•Ÿ๐•–๐•ช๐Ÿ’ต series is the formidable Lisa Cregan, the recently retired (January 2025) Morgan Stanley executive with over four decades of leadership at Morgan Stanley and UBS.

In this insightful conversation, Lisa shares her perspective on wealth management, the evolving brokerage landscape, and why sheโ€™s now focused on guiding a select group into the industry through her foundation Climb Pause Lift . Having spent much of her early career in this role, she knows firsthand why itโ€™s a natural fit.

As Regional Director, she was the firmโ€™s only female leader in that position for nearly a decade, showing resilience and vision in a highly competitive field. Beyond finance, sheโ€™s an accomplished author, board member, and speaker.

Lisa is a Trustee Emerita of the Womenโ€™s Sports Foundation, she continues to champion equitable opportunities, guided by her โ€œmindfully fearlessโ€ philosophy.

Topics Covered:
โ—ฝ๏ธMechanics & Future of Wealth Management
โ—ฝ๏ธHigh Performance Teams
โ—ฝ๏ธStockbrokers to Financial Advisors
โ—ฝ๏ธPerfect Mix of Female Athletic Discipline to Wealth Management
โ—ฝ๏ธSheconomy
โ—ฝ๏ธFocus on Asset Management
โ—ฝ๏ธGen Z in the Business
โ—ฝ๏ธOperatives and Leaders
โ—ฝ๏ธTalent Development
โ—ฝ๏ธClimb Pause Lift - Lisa's Foundation
So downloadโณgrab a cup of Bird & Blend Tea Co. - Little Miss Sunshine Tea โ˜•๏ธ& have a listen๐Ÿ›‹
Episode Sponsored by
โ—ฝ๏ธAccxia - ๐”ผ๐•ฆ๐•ฃ๐• ๐•ก๐•–'๐•ค ๐•ƒ๐•’๐•ฃ๐•˜๐•–๐•ค๐•ฅ โ„™๐•ฃ๐•š๐•ง๐•’๐•ฅ๐•– โ„‚๐•๐• ๐•ฆ๐•• ๐•—๐• ๐•ฃ ๐”ธ๐•ฅ๐•๐•’๐•ค๐•ค๐•š๐•’๐•Ÿ

In Partnership with
โ—ฝ๏ธMoney 2020 Europe - Heads Talk Discount code HDT200

ABOUT THE HOST
#AFlyOnTheBoardroomWall #HTFintechSeries #HeadsTalkPodcast
To learn more about the work Lisa is going and to join click the link here.

Get in touch with Lisa here

Support the show

Follow, Support, Contact Heads Talk - A Fly On The Boardroom Wall

  continue reading

249 episodes

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