Managing Director Institutional Consulting Director Private Wealth Advisor
Kristina Van Liew is Managing Director and Co-Lead of the Chicago office of Graystone Consulting, the independent Institutional Consulting Division of Morgan Stanley. With over 28 years of corporate banking, private wealth and institutional investment consulting experience, Kristina draws upon a long legacy of serving the consulting needs of nonprofit sector and complex private wealth arena. Kristina and her partners are part of an elite group of advisors and lead one of the largest institutional consulting practices at Morgan Stanley with over $5 Billion in assets under advisement. Working a diverse range of clients including family offices, foundations/endowments and operating nonprofits, her clients benefit from a different type of strategic consulting partner – one who brings a more holistic view and understands the growing relationship between investments, mission and values. Drawing from a dual understanding of both institutional consulting and the growing Sustainable & Impact Investing arena, she has worked to build a diverse team professionals whose backgrounds and experiences allow the practice to incorporate sophisticated institutional thinking and industry best practices from all of the client segments it serves. This expertise is complemented by a deep curiosity about her client’s core values and a strong commitment to help them drive outcomes which matter most to them. Kristina is Chair of the Advisory Board to Management for Graystone Consulting and serves on the Graystone Consulting Investment Advisory Council. She is a published speaker on the topic of Impact Investing and the growing area of mission-based and sustainable investment strategies. Prior to joining the firm, she was a recognized leader at Merrill Lynch, where she served an instrumental role in expanding the consulting business and served as the Chair of the Merrill Lynch Global Institutional Consulting Group Advisory Board to Management. Kristina was also among a select group of advisors to serve as a Merrill Lynch faculty member in its Optimal Practice Model national training program. Before working at Merrill Lynch, Kristina enjoyed a long career at The Northern Trust Company, where she was Director of Institutional Investments.