Emily (Sher) Cortese in

Emily (Sher) Cortese

Editor · DISC type CS
COO | Executive Director, Morgan Stanley Wealth Management Marketing at Morgan Stanley
📍 New York, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
6 Years
Current Role
COO | Executive Director, Morgan Stanley Wealth Management Marketing
Job Level
Leadership
Location
New York, New York, United States
Personality Overview

How Emily shows up

Slow Buyer
Self-Disciplined
Fact-Driven

They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Emily cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

1-2026
COO | Executive Director, Morgan Stanley Wealth Management Marketing
Morgan Stanley
1-2023 - 1-2026
Vice President, Wealth Management Marketing
Morgan Stanley
1-2021 - 1-2022
Assistant Vice President, Wealth Management Marketing
Morgan Stanley
1-2020 - 1-2021
Wealth Management Associate
Morgan Stanley
7-2017 - 1-2019
Wealth Management Rotational Analyst
Morgan Stanley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2013 - 2017
Bachelor of Business Administration (BBA)
University of Miami
2009 - 2013
Education details unavailable
Parish Episcopal School
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

Other Morgan Stanley Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Emily. Free, 10 seconds.