Lisa Shalett

Lisa Shalett

Lisa Shalett
Managing Director and Chief Investment Officer, Merrill Lynch Global Wealth Management

With more than 20 years of investment and analytic experience, Ms. Shalett oversees the global asset allocation and portfolio investment strategy guidance provided to advisors and clients. In addition to being responsible for Merrill Lynch’s investment strategy around the world, she leads the firm’s investment analytics and due diligence teams and heads the Ultra High Net Worth Investment Office, which creates institutional-caliber investment policies and customized portfolio solutions. Prior to Merrill Lynch, Ms. Shalett was the head of Alliance Growth Equities and Chairman and CEO of Sanford C. Bernstein, LLC. She holds a bachelor’s of science degree in applied mathematics and economics from Brown University and an M.B.A. from Harvard Business School. She also is an Aspen Institute fellow.


International Economic Forum
of the Americas
2075 Robert-Bourassa Blvd.
Suite 1701
Montreal, Quebec
H3A 2L1 Canada

Telephone: 514 871-2225
Toll-free phone: 1 866 865-2225
Fax: 514 871-2226