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Lisa Houlford

Head of Not-For-Profit and Philanthropic Advice - Morgan Stanley
Bio
With more than 15 years of financial services experience in relationship management and providing investment advice to wealth management clients, she joined Morgan Stanley in 2016. Lisa is an active member of the firm’s Philanthropy Committee, one of the employee network groups driving the philanthropy strategy at Morgan Stanley.

LinkedIn: https://www.linkedin.com/in/lisa-houlford

Resources

#FIA Conference 2021
FIAConference2021
#FIA Conference 2021
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