First Vice President, Private Wealth Advisor
Lindsey Cooksen is the Vice President, Private Wealth Advisor and joined Morgan Stanley in 2009 after earning her MBA and Masters in Education from Stanford University. She was previously an analyst at Citigroup Global Investment Bank in New York and London. Lindsey is a Partner with The Novelli Group at Morgan Stanley Private Wealth Management, a team recognized by the Houston Business Journal as a top-ranking advisory team for families with more than $2.5 mm in investable assets since 2011. Lindsey advises families and foundations that control significant pools of wealth, providing guidance around issues including, but not limited to, asset allocation, philanthropic giving, and family dynamics. She also serves as Co-Portfolio Manager of a discretionary growth strategy run by the team. Lindsey holds the Certified Financial Planner® designation. In 2014, she was named to the firms’ Pacemakers Club and was recently selected as an honoree in the Houston Business Journal Top 40 Under 40 Class of 2015.