Structuring for Scale and Optimizing your Legacy: Best Approaches for Teaming and Succession Planning
Moderated by Sterling Shea
Head of Practice Strategy, Morgan Stanley
Session date and time May 1, 2023 9:30 - 10:30 a.m.
In this interactive session, three speakers representing different wealth management channels and perspectives will discuss lessons-learned and best practices in approaching team structure and development and advisor succession planning in a lively fireside chat and audience Q&A. The discussion will be moderated by Sterling Shea of Morgan Stanley.
ACE Academy 2023
Speaker Bio
Sterling Shea Head of Practice Strategy, Morgan Stanley
Sterling Shea is head of practice strategy and serves as a managing director and member of the Operating Committee of the Field Management Group in Wealth Management at Morgan Stanley. He leads the teaming, partnering and practice management functions of the firm and collaborates across the organization to drive strategic practice evolution for advisors. Before joining Morgan Stanley, Shea spent 23 years at Dow Jones & Company, serving most recently as global head of wealth and asset management at Barron’s Group. In this role he oversaw both the editorial and commercial functions of the firm’s activity in the wealth management space, including all the rankings of financial advisors published by Barron’s, and the hosting of more than 30 annual practice management events in the United States, United Kingdom and Australia for elite wealth managers. Shea is a prior member of the board of directors of Invest in Others, a non-profit foundation that seeks to recognize the philanthropic and charitable activities of financial advisors. He is an alumnus of Boston College and the Program for Leadership Development (PLD) at Harvard Business School.
