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    Kate Winget

    Managing Director | Wealth Management | Morgan Stanley at Work | Chief Revenue Officer

    Kate Winget is a seasoned financial services professional with over 20 years of experience, currently serving as the Managing Director and Chief Revenue Officer for Morgan Stanley at Work.12 She joined Morgan Stanley in September 2023 and is responsible for leading the unified Sales, Relationship Management, and Strategy & Execution teams for both Private and Public Markets of Global Equity Solutions.2

    In her role, Kate focuses on:

    1. Executing Morgan Stanley's workplace growth strategy
    2. Enhancing client engagement practices
    3. Overseeing revenue and growth teams
    4. Implementing go-to-market strategies for institutional clients worldwide2

    Prior to her current position, Kate held several leadership roles within Morgan Stanley and other financial institutions:

    • Managing Director for US Public Equity Solutions at Morgan Stanley (Dec 2022 - Sep 2023)
    • Head of Corporate & Participant Engagement at Morgan Stanley (Oct 2020 - Dec 2022)
    • Managing Director and Head of Gradifi by E*TRADE (Dec 2019 - Jan 2021)
    • Chief Revenue Officer and Chief Sales Officer at Gradifi (Jul 2017 - Dec 2019)
    • Various positions at First Republic Bank (2012 - 2017)2

    Kate holds a Bachelor of Science in Business Administration with a focus on Supply Chain Management and Marketing from Northeastern University.12 Her expertise spans areas such as strategic growth initiatives, business transformation, talent leadership, and client-centric philosophy.

    Highlights

    Jan 1 · benefitnews.com
    Kate Winget | Employee Benefit News
    Kate Winget | Employee Benefit News
    Supporting Employees During M&A | Morgan Stanley at Work
    Mar 18 · kiplinger.com
    Articles by Kate Winget | KIPLINGER
    Articles by Kate Winget | KIPLINGER
    Mar 19 · BenefitsPro
    Gender equity, student debt, and the pandemic - BenefitsPro
    Dec 12 · Seeking Alpha
    E*Trade Acquires Gradifi For Student Loan Wellness Tech ... - Seeking Alpha
    E*Trade Acquires Gradifi For Student Loan Wellness Tech ... - Seeking Alpha

    Related Questions

    What are Kate Winget's key achievements at Morgan Stanley?
    How has Kate Winget's career evolved over the past 20 years?
    What specific strategies does Kate Winget implement for client engagement?
    How does Kate Winget's background in supply chain management influence her current role?
    What are some notable projects Kate Winget has led at Morgan Stanley?
    Kate Winget
    Kate Winget, photo 1
    Kate Winget, photo 2
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    Location

    Sarasota, Florida, United States