Lisa Shalett, Managing Director, Chief Investment Officer of Merrill Lynch Global Wealth Management (GWM) and Head of Investment Management & Guidance (IMG). She is responsible for Merrill Lynch's investment strategy around the world and oversees IMG's investment analytics and investment guidance teams as well as the Ultra High Net Worth (UHNW) Investment Office, which creates institutional-caliber investment policies, asset allocation and portfolio solutions for UHNW clients. Lisa has over 17 years of investment industry experience and was most recently at AllianceBernstein, L.P., where she served as a partner and head of Global Growth Equities. Prior to that, she was chief executive officer of Sanford C. Bernstein, LLC where she oversaw global research, sales and trading. Earlier in her career, Lisa served as a management consultant at the Boston Consulting Group and Booz, Allen and Hamilton. Lisa holds a B.S. in applied mathematics and economics, magna cum laude, from Brown University and an M.B.A. from Harvard Business School. She is a fellow of the prestigious Aspen Institute.