Louise Shim in

Louise Shim

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Senior Vice President, Private Wealth Advisor, Senior Portfolio Management Dir, Family Wealth Dir at Morgan Stanley
📍 New York City Metropolitan Area, 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.

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Experience
34 Years
Current Role
Senior Vice President, Private Wealth Advisor, Senior Portfolio Management Dir, Family Wealth Dir
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

How Louise shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Louise cares about

Strategic Priorities
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Career

Work history

1-2014
Senior Vice President, Private Wealth Advisor, Senior Portfolio Management Dir, Family Wealth Dir
Morgan Stanley
1-2018
CEO
LJS Properties, LLC
11-2010 - 1-2013
Managing Director
Lane Gate Partners
1-2005 - 9-2010
Chief Investment Officer
Stillrock Management Inc
4-1998 - 12-2005
Founding Partner, Managing Director
Lola Fund Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1983 - 1988
Bachelor's Degree
Massachusetts Institute of Technology
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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