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.
“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
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.