Lisa M. Cregan is a Managing Director for Morgan Stanley and Regional Director of the Firm’s Mid-Atlantic Region based in Washington, DC. The region, one of 12 nationwide, includes six complexes and 40 branch offices stretching from Northern Virginia to Northern Ohio. It encompasses the Washington D.C./Annapolis, Baltimore, Pittsburgh and Cleveland metropolitan areas. Clients of this region are served by 980 Financial Advisors and hold over $106 billion in assets with Morgan Stanley Wealth Management.
Lisa joined Morgan Stanley in September 2010. During her tenure, she founded the Women’s Advisory Council, a firm-wide prototype aimed at attracting not only more women financial advisors, but also women clients. The Council’s mission is to create events in the Houston market that help develop and enhance the careers of current MS women financial advisors who can then serve as role models and mentors to new women advisor candidates. In 2011 Houston Woman Magazine named Lisa as one of Houston’s “50 Most Influential Women” and in 2014 she has been named as one of the top 10 Outstanding Women in Banking and Financial Services by the Women’s Resource in Houston.
Lisa has been a change-maker most of her life. Early on she was in the first class of women at what was previously an all-male prep school. Lisa was in the first MBA class at Georgetown University, competed equally with men as a world-class equestrian and was the first woman Regional Manager at UBS. For the past thirty years, Lisa has been a driving force in opening the financial services profession to women.
Lisa’s career has been driven by a persistent desire to make a difference. Prior to joining MS, she spent 27 years at UBS, most recently serving as Dallas Complex Manager and Director of Women’s Development, Wealth Management Americas. Additionally, Lisa held a succession of senior leadership roles including Branch Manager of the North Dallas office, Regional Manager of the Mountain Region, Co-Chair of the firm’s Women’s Network in the Branch System and member of the Network Steering Committee for Wealth Management Americas. In 2001, she was the recipient of the Central Division’s Ed Connelly Leadership Award and was featured as one of the top 25 women business executives in Dallas in a book entitled “Cases of Women Who Have Won”. Lisa joined Paine, Weber, Jackson and Curtis as a Corporate Budget Analyst in 1983.
A former Olympic equestrian contender, Lisa is on the board of trustees for the Women’s Sports Foundation founded in 1974 by Billie Jean King. She is a former member of the Board of Directors for the Vogel Alcove and was a member of the Board of Advisors for the Cox School of Business at Southern Methodist University.
Lisa holds a B.A. in Government and French and an M.B.A. from Georgetown University.