Louise Shim, CFA®

With 30+ years of experience as a Wall Street investment professional, Louise Shim’s practice focuses on Multi-Generational Family Wealth Management for ultra-high net worth (“UHNW”) families and Portfolio Management. Since 1992, Louise has held roles as an analyst, trader, and/or portfolio manager for mutual funds, institutional pension funds and endowments, family offices, small businesses, C-suite executives, high and ultra-high net worth individuals and families, and hedge funds. Her career includes being a founding partner of a hedge fund firm (1998 to 2005) and being Chief Investment Officer of an investment advisory boutique (2005 to 2010). Upon joining Morgan Stanley in January 2014, Louise has been utilizing the world class resources and full suite of financial solutions available on Morgan Stanley’s world-class platform, to analyze client specific situations and implement customized wealth management strategies to help her clients seek to achieve their financial goals on a risk-adjusted and tax-efficient basis. Louise’s motto: “Let’s help you elevate your wealth and expand your vistas.”

Louise’s credentials as an Advisor are extensive. As a Private Wealth Advisor, Louise is in Morgan Stanley’s exclusive Private Wealth Management division, which only has ~600 Private Wealth Advisors out of the ~16,000 Financial Advisors overall at Morgan Stanley as of December 2024. The Private Wealth Management (“PWM”) division is dedicated to serving the firm’s most affluent clients. PWM functions as a boutique to provide you with direct access to UHNW subject matter experts to help you address your specific complex challenges in managing your significant wealth. As a Family Wealth Director, Louise has obtained a prestigious certification that is obtained by about 5% of Morgan Stanley’s advisors as of December 2024. This program provides rigorous training on how to better handle complex financial needs for ultra UHNW clients, especially with regard to Trusts Taxes and Estate Planning, Family Dynamics and Governance, Business Monetization Planning, and Philanthropy, in addition to Investment and Risk Management Strategies. As a Senior Portfolio Management Director, Louise manages diversified portfolios of individual securities, ETFs, and/or combinations of both on a discretionary basis. It is Louise’s personal goal to increase the representation of women as Portfolio Managers.

Louise graduated from M.I.T. with two Bachelor of Science degrees, in Mechanical Engineering and Management Science. She is a Chartered Financial Analyst charter holder and a member of the New York Society of Security Analysts. She lives in Manhattan and enjoys golfing, skiing, traveling, and all the joys of parenting her daughter. Louise was recognized in 2024 as a Forbes Best -in-State Wealth Advisor and 2024-2025 Forbes Women's Best-In-State Wealth Advisor.

Forbes Top Wealth Advisors Best-In-State 2024-2025
[Source: Forbes (Awarded April 2024-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.

Forbes Top Women Wealth Advisors Best-In-State 2024-2025
Source: Forbes (Awarded Feb 2024-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in September of year prior to the issuance of the award.