Aug 22, 2022
Carla Harris is a Senior Client Advisor at Morgan Stanley, the
most recent of many posts in her 35-year career at the firm that
included serving as Vice Chairman of Wealth Management, heading the
Emerging Manager platform, and running deals for decades as an
investment banker and capital markets professional. She is the
author of three books about navigating careers and
leadership, Expect to Win, Strategize to
Win, and the upcoming Lead to Win, each of which
contains lessons she dubs “Carla’s Pearls.”
In the last few years, Carla added Board seats to her professional portfolio and currently serves on a host of Boards including SEO, Harvard University, Walmart, and MetLife. She’s also an accomplished gospel singer who has sold out shows in Carnegie Hall and the Apollo Theatre.
Our conversation offers Carla’s pearls of wisdom in navigating a career from her earliest days on the Street. We cover her background, path to Wall Street, framing a personal narrative, learning what’s important to an organization, being authentic, taking career risks, and evolving multicultural opportunities in asset management. We then turn to lessons from Carla’s new book, from sitting in the Boardroom, and from a letter to her 25-year-old self.
Learn More
In the last few years, Carla added Board seats to her professional portfolio and currently serves on a host of Boards including SEO, Harvard University, Walmart, and MetLife. She’s also an accomplished gospel singer who has sold out shows in Carnegie Hall and the Apollo Theatre.
Our conversation offers Carla’s pearls of wisdom in navigating a career from her earliest days on the Street. We cover her background, path to Wall Street, framing a personal narrative, learning what’s important to an organization, being authentic, taking career risks, and evolving multicultural opportunities in asset management. We then turn to lessons from Carla’s new book, from sitting in the Boardroom, and from a letter to her 25-year-old self.
Learn More
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Show Notes
(3:38) Carla’s
background
(10:56) Early career
lessons
(12:51) Expecting to
win
(15:16) Adjectives of
success
(19:11) Learning from
relationships
(22:21) Being yourself
(27:41) Client dynamics in banking
(30:28) Engaging with ESG
trends
(33:32) “Pearls” from Carla’s
book
(35:21) Creating trust and
leaders
(38:47) Experiences from the
boardroom
(41:06) Growing communication
abilities
(41:55) Closing questions