Finance · Analytics · Wealth Management

Allisen
Tam

Building client futures at the intersection of finance & analytics

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About
Allisen Tam

Analytical rigor meets client-first thinking

Wealth Management Rotational Analyst at Morgan Stanley with a foundation in finance, operations, and quantitative analytics. Bringing a structured, data-informed approach to investment solutions, client advisory, and portfolio strategy.

Through rotations across the Chief Administrative Office, Investment Solutions Consulting Group, and Global Investment Office Quantitative Research, developing a comprehensive view of the wealth management ecosystem—from platform operations to investment research.

A Georgetown McDonough graduate with dual majors in Finance and Operations & Analytics, combining rigorous quantitative training with an entrepreneurial mindset to deliver thoughtful, client-centered outcomes.

Location
New York, NY
Industry
Wealth Management
Firm
Morgan Stanley
Education
Georgetown University
Expertise
01

Investment Solutions & Advisory

Supporting client portfolio strategy through the Investment Solutions Consulting Group, applying analytical frameworks to asset allocation, manager selection, and investment product evaluation across wealth management platforms.

02

Quantitative Research

Conducting quantitative analysis within Morgan Stanley's Global Investment Office, leveraging data-driven methodologies to inform investment decisions, risk assessment, and market research that shapes client outcomes.

03

Financial Planning & Operations

Bridging the operational and advisory sides of finance with experience spanning financial planning at Salvatore Ferragamo, private equity at Everberg Capital, and wealth management platform operations at Morgan Stanley.

Experience
Jul 2024 — Present

Wealth Management Rotational Analyst

Morgan Stanley
WM CAO  →  Investment Solutions – Consulting Group  →  GIO – Quantitative Research

Progressing through a selective rotational program across three core functions of Morgan Stanley's Wealth Management division. Contributing to the Chief Administrative Office on platform strategy and operational excellence, supporting the Investment Solutions Consulting Group on client advisory and portfolio construction, and conducting quantitative research within the Global Investment Office to inform firm-wide investment perspectives and market outlook.

Jun 2023 — Aug 2023

Wealth Management Summer Analyst

Morgan Stanley

Selected for a competitive summer analyst position within Wealth Management Platforms, gaining hands-on exposure to the technology and operational infrastructure that powers Morgan Stanley's advisory ecosystem. Contributed to platform initiatives that support financial advisors and enhance the client experience at scale.

Jun 2022 — Aug 2022

Summer Analyst

Everberg Capital, LLC

Supported deal evaluation and investment analysis at a private equity firm, developing expertise in financial modeling, due diligence, and market research. Gained direct exposure to the private capital lifecycle from sourcing through portfolio management, building a strong foundation in alternative investments.

Jun 2021 — Aug 2021

Financial Planning Intern

Salvatore Ferragamo

Contributed to the financial planning function of a global luxury house, supporting budgeting, forecasting, and financial analysis that informed strategic decision-making across the business. Developed an understanding of how financial discipline underpins brand growth in the luxury sector.

Nov 2020 — May 2021

Marketing & Business Development Intern

Chippin

Drove marketing strategy and business development initiatives for an early-stage startup, wearing multiple hats across customer acquisition, brand positioning, and partnership outreach. Built a foundational understanding of how data-informed marketing directly impacts growth in resource-constrained environments.

Skills & Competencies
Financial Modeling Microsoft Excel PowerPoint Portfolio Analysis Quantitative Research Asset Allocation Risk Assessment Client Advisory Financial Planning Due Diligence Market Research Investment Analysis Operations & Analytics Business Development
Education
BS

Georgetown University

McDonough School of Business. Double major in Finance and Operations & Analytics with a minor in Entrepreneurship. A rigorous business education combining quantitative rigor with strategic thinking and an entrepreneurial lens.

2020 — 2024
HS

Benjamin N. Cardozo High School

DaVinci Science and Math Program. An advanced STEM-focused curriculum that built a strong analytical and quantitative foundation well before entering the world of finance.

2016 — 2020
Licenses & Credentials
Series 7
General Securities Representative
Series 65
Uniform Investment Adviser Law
Series 63
Uniform Securities Agent State Law
Securities Industry Essentials
SIE Examination

Let's connect

Open to conversations about wealth management, finance, analytics, and building meaningful careers in financial services.

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