Hassan named chief digital officer at Morgan Stanley Wealth Management
Morgan Stanley has appointed Naureen Hassan as chief digital officer for Wealth Management, a new position in which she will lead the strategy and marketing of digital tools and platforms serving the firm’s 16,000 financial advisors and 3.5 million clients.
Naureen Hassan served most recently as executive vice president, Investment Services Segments and Platforms at Charles Schwab & Co, where she led Schwab Intelligent Portfolios and oversaw client experience and web and mobile channels. She held a succession of executive positions, including chief operating officer of Charles Schwab Bank, since joining the company in 2003. She holds a BA degree from Princeton University and an MBA from the Stanford University Graduate School of Business.
Chris Randazzo, chief information officer for Wealth Management and Investment Management, said, “We will now focus on developing new digital resources that can make our financial advisors more productive and enhance convenience and ease-of-use for clients, along with tracking financial performance in line with their goals.”
Hassan said, “I believe the winning approach will combine the wisdom and insight of a human financial advisor with sophisticated digital technology that can help drive performance and enable clients to access services when and how they want.”
Reported by Dan Barnes