WFF and DFF present a Fireside Chat with Carla Harris

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WFF and DFF present a Fireside Chat with Carla Harris

Join WFF and Diversity in Fund Finance on Monday, October 18 for a fireside chat with Carla Harris, Vice Chairman at Morgan Stanley!

When and where

Date and time

Location

Online

About this event

Women In Fund Finance and Diversity In Fund Finance members invite you to the next fireside chat with Carla Harris!

Carla Harris, Vice Chairman of Morgan Stanley, gospel recording artist, and author of Expect to Win and Strategize to Win will use her signature “Carla’s Pearl’s” to discuss with participants the components of positioning yourself to maximize your success as a leader in your current career environment that you want. We will explore the concepts of performance currency vs. relationship currency, managing through and creating change and how to be an impactful, and influential leader.

Join us as Deborah Montaperto, Managing Director & Private Wealth Advisor at Morgan Stanley Private Wealth Management and founding member of WFF’s US Committee moderates a discussion on the life and career of Carla Harris.

Speaker:

  • Carla Harris – Vice Chairman of Wealth Management, and author of “Expect to Win”

Moderator:

  • Deborah Montaperto- Managing Director, Private Wealth Advisor- Morgan Stanley Private Wealth Management

Carla Harris

Carla Harris is a Vice Chairman, Managing Director and Senior Client Advisor at Morgan Stanley. She is responsible for increasing client connectivity and penetration to enhance revenue generation across the firm. She formerly headed the Emerging Manager Platform, the equity capital markets effort for the consumer and retail industries and was responsible for Equity Private Placements. In her 30 year career, Ms. Harris has had extensive industry experiences in the technology, media, retail, telecommunications, transportation, industrial, and healthcare sectors. In August 2013, Carla Harris was appointed by President Barack Obama to chair the National Women’s Business Council.

For more than a decade, Ms. Harris was a senior member of the equity syndicate desk and executed such transactions as initial public offerings for UPS, Martha Stewart Living Omnimedia, Ariba, Redback, the General Motors sub-IPO of Delphi Automotive, and the $3.2 Billion common stock transaction for Immunex Corporation, one of the largest biotechnology common stock transactions in U.S. history. Ms. Harris was named to Fortune Magazine’s list of “The 50 Most Powerful Black Executives in Corporate America”, Fortune’s Most Influential List, U. S. Bankers Top 25 Most Powerful Women in Finance (2009, 2010, 2011), Black Enterprise’s Top 75 Most Powerful Women in Business (2017), and “Top 75 African Americans on Wall Street”, and to Essence Magazine’s list of “The 50 Women Who are Shaping the World”, Ebony’s list of the Power 100 and “15 Corporate Women at the Top” and was named “Woman of the Year 2004” by the Harvard Black Men’s Forum and in 2011 by the Yale Black Men’s Forum.

Prior to joining Morgan Stanley, Carla received an MBA, Second Year Honors from Harvard Business School and an AB in economics from Harvard University, Magna Cum Laude. Carla has also received Honorary Doctorates of Laws, Humanities and Business from Marymount Manhattan College, Bloomfield College, Converse College, Jacksonville University, Simmons College, the College of New Rochelle, St. Thomas Aquinas College, Babson College and Fisk University, Wake Forest University and Felician University respectively. Carla Harris is actively involved in her community and heartily believes that “we are blessed so that we can be a blessing to someone else.”

She is the past Chair of the Board of the Morgan Stanley Foundation and of The Executive Leadership Council, and sits on the boards of Sponsors for Educational Opportunity (SEO), The Sesame Workshop, Mother Cabrini Foundation and is an active member of the St. Charles Gospelites of the St. Charles Borromeo Catholic Church and the Mark Howell Singers. She is a member of the board of overseers of Harvard University and of the board of directors of the Walmart Corporation and Cummins Corporation. Ms. Harris was co-chair of the National Social Action Commission of Delta Sigma Theta Sorority, Incorporated. She has been named to the New Jersey Hall of Fame (2015) and has received the Bert King Award from the Harvard Business School African American Alumni Association, the 2005 Women’s Professional Achievement Award from Harvard University, the Pierre Toussaint Medallion from the Office of Black Ministry of the Archdiocese of New York, the Women of Power Award given by the National Urban League, the Women of Influence Award from The Links, Incorporated and many other awards. In her other life, Carla is a singer who has sold out concerts at the Apollo Theatre, and released her third gospel CD “Unceasing Praise” (2011) , her second CD, a gospel album titled, “Joy Is Waiting”, was featured on BET Nightly News while her first CD entitled, “Carla’s First Christmas”, was a bestseller on Amazon.com in New York and in record stores, and was featured on the CBS Evening News with Dan Rather in his “American Dream” segment. She has performed 5 sold out concerts at Carnegie Hall. Carla is also the author of the books, Strategize to Win (2014) and of Expect to Win (2009) (Hudson Press).

Deborah Montaperto

Deborah Montaperto, Private Wealth Advisor, is responsible for strategic business development as well as executing liability management transactions for the clients of the Polk Wealth Management Group at Morgan Stanley Private Wealth Management. Additionally, she has developed the Team’s family advisory platform, a holistic approach to dealing with the interface between wealth, family dynamics, and the next generation.

Deborah began her career on Wall Street in 1986. As a Managing Director in Citigroup's Investment Banking division, she was responsible for fostering client relationships between the Institutional Clients Group and Global Wealth Management. Deborah joined the Polk Group at Morgan Stanley Private Wealth Management in 2008, and is a CERTIFIED FINANCIAL PLANNER™. Additionally, she is a Certified Divorce Financial Analyst.

Deborah has been named to Barron’s Advisor Hall of Fame (2019), Barron’s Top 100 Advisors (2019-2021), Barron’s Top 100 Women Financial Advisors (2010-2021), Barron’s Best-In-State Advisors (2020-2021), Forbes’ Top 100 Women Wealth Advisors (2018), and Forbes’ Best-In-State Wealth Advisors (2019-2021). In addition, Deborah was named to Makers’ Class of 2016, Financial Times’ inaugural 2014 list of Top 100 Women Financial Advisors, WealthManagement.com and Registered Rep.’s Top 50 Wirehouse Women (2011-2015), and New York Magazine’s Five Star Wealth Managers (2014-2015). She is a frequent presenter at Morgan Stanley and industry conferences, such as Barron’s.

Deborah is an active member of The Lincoln Center Women’s Leadership Council, The National Arts Club, and The Economic Club of New York. She is also a member of the Board of Directors of Teen Cancer America and the Hunts Point Alliance for Children. Deborah graduated with a B.A. cum laude from Tufts University and earned an M.A. degree from the Villa Schifanoia in Florence, Italy.

Event Information

  • Date: Monday, October 18, 2021
  • Time: 12:30 - 1:30 pm EST 
  • Location: Virtual (Zoom)