Back to Investments and Wealth Forum - Fort Lauderdale

Lily Trager

Managing Director and Head of Investing with Impact, Morgan Stanley

Masterclass #1: How to Future Proof Your Practice by Investing with Impact

Clients are increasingly focused on optimizing their “values budget” while seeking to meet their financial goals; hear more about the different approaches and tools available today to implement portfolios and monitor progress against environmental and social goals. 

Biography

Lily S. Trager is a Managing Director and the Director of Investing with Impact and Head of Impact Solutions for Morgan Stanley Wealth Management. Since 2006, Lily has dedicated her career to sustainable and impact investing. Lily joined Morgan Stanley in 2014. In her current role, Lily works to provide individual, family and institutional clients with investment products, solutions, research and tools to capture the opportunities and mitigate risks posed by key sustainability and impact themes.

Previously, Lily worked for VerisWealth Partners in New York, a Registered Investment Advisory focused exclusively on serving clients with interest in sustainable and impact investing, most recently as Head of Research & Due Diligence. Lily began her career at Cambridge Associates in Boston, where she worked on teams overseeing $3.9 billion in nonprofit, high-net-worth and foundation investment portfolios.

Lily was named to the 2018 class of MAKERS @ Morgan Stanley Wealth Management, a recognition that celebrates women who are ground breakers, advocates, and innovators in their given field.

Lily earned a M.B.A in Sustainable Business from Presidio Graduate School (formerly Bainbridge Graduate Institute) and her B.A. in Anthropology from Bates College. She also co-founded Women Investing for a Sustainable Economy (WISE) in 2012, a professional networking group with eight global chapters. Lily and her family live together in Manhattan.