About Renee Siegel Morgan Stanley

New York City-based professional Renee Siegel has been with Morgan Stanley for more than 25 years. She serves as an executive director and a financial advisor for high net worth individuals and corporations. In this capacity, Renee Siegel focuses on risk management and asset allocation as well as retirement and estate planning.

Additionally, she belongs to the President’s Council at Smith Barney. She was in Barron’s Winners Circle at the Top Women Financial Advisors Summit two years in a row. She also holds multiple registrations, including certifications as a securities agent in more than a dozen states.

Prior to joining Morgan Stanley, she served as a financial advisor at Merrill Lynch for four years, focusing on advising retail clients in investment management. She also spent five years as a senior financial analyst for Exxon International and two years as a CPA with Ernst and Young.

Her charitable interests focus on supporting institutions of education, initiatives that help children in the foster care system, and organizations that address the issue of hunger.

Work History

Work History
Sep 1989 - Present

Executive Director

Morgan Stanley
Jun 1985 - Sep 1989

Financial Advisor

Merril Lynch
Aug 1980 - Jun 1985

Senior Financial Analyst

Exxon International

Education

Education
Aug 1973 - May 1978

BS

Cornell University
Apr 1976 - May 1978

MBA

Cornell University Johnson School Management