Kelli Schrade Joins the Stephans Van Liew and Oiler Group of Graystone Consulting
11 January 2017 - 2:30AM
Business Wire
Joins as a Senior Partner to Lead Manager Assessment and Due
Diligence for Chicago-based Practice
Graystone Consulting, a business of Morgan Stanley, today
announced that Kelli Schrade has joined the Stephans Van Liew and
Oiler Group, one of the Firm’s largest institutional consulting and
private wealth management practices located in Chicago. Ms. Schrade
joins as a Senior Partner to lead the team’s manager assessment and
due diligence efforts for the growing Chicago-based practice.
Ms. Schrade will join the team’s three senior partners, Managing
Directors Linda Stephans, Kristina Van Liew, and Erik Oiler, and
work with a large variety of clients including healthcare
organizations, research institutes, university endowments,
corporate pension plans, family offices and high net worth
individuals. She joins from Marquette Associates, Inc., where she
served most recently as Managing Partner and Director of Manager
Research having primary oversight of their U.S. equity
managers.
“We are extremely pleased to welcome Kelli to the Chicago office
of Graystone Consulting and Morgan Stanley,” said Kevin Forman,
Chicago Complex Manager. “Kelli is well known and highly regarded
in the industry, and will be a valuable asset to expanding the
team’s footprint and to help further drive an innovative consulting
practice for clients.”
“Graystone Consulting is committed to attracting top talent and
strategically expanding in the U.S.,” said Marc Brookman, Head of
Institutional Products and Sales. “Kelli is a great fit, and her
hire reinforces the strength of the brand, world-class platform and
resources of Graystone Consulting.”
Ms. Schrade spent over a decade with Marquette Associates and
was instrumental in the organization’s growth and success. During
her tenure, Ms. Schrade was Chair of the Traditional and
Alternative Investment Manager Committees, overseeing $130 billion
in client assets. She conducted extensive, in-depth research on
U.S. Equity Managers, and was a committee member for $6 billion in
discretionary assets, responsible for asset allocation, manager
selection, cash management and rebalancing for institutional
clients. Ms. Schrade is a recognized industry leader, speaking at
top investment conferences on topics from alternative investments
to asset allocation and macroeconomic themes. In addition, she has
been quoted on investments throughout the national media, including
Barron’s and the Wall Street Journal.
Before joining Marquette, Ms. Schrade was an Investment Advisor
with Christian Brothers Investment Services, and a Managing Editor
and Mutual Fund Analyst with Morningstar, Inc. focusing on U.S.
equity funds.
Ms. Schrade holds a BA from Kenyon College, and is currently
pursuing an MBA from University of North Carolina, Kenan-Flager
Business School. She holds the Chartered Alternative Investment
Analyst (CAIA) designation and is a member of the CAIA
Association®. In addition, Kelli is a member of the CFA Institute,
the CFA Society of Chicago, NASP (National Association of
Securities Professionals), and the Executives’ Club of Chicago.
Graystone Consulting, a business of Morgan Stanley Smith Barney
LLC, provides a complete range of investment consulting services to
institutional clients, which include corporations, endowments and
foundations, health care organizations, insurance entities, state
and local governments, Taft-Hartley funds and family offices.
Tailored investment advice is delivered by Institutional Consulting
Directors, experienced investment professionals who are backed by a
dedicated consulting team and the broad resources of Morgan
Stanley. For further information, please visit
http://www.graystoneconsulting.com.
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 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 www.morganstanley.com.
Graystone Consulting is a business of Morgan Stanley Smith
Barney LLC. Morgan Stanley Private Wealth Management is a division
of Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth
Management is a trade name of Morgan Stanley Smith Barney LLC.
©2017 Morgan Stanley Smith Barney LLC. Member SIPC.
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