Cornell University

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CIPA Colloquium: Managing Client Relationships Across Sectors

Thursday, February 24, 2022 at 5:00pm to 6:00pm

Virtual Event

Guest Speaker:

Yangchen Lama, Senior Vice President, Morgan Stanley

As a child in Nepal, Yangchen Lama lived 17,000 feet above sea level in the Himalayas with no electricity or running water. At age 12, she came to the United States as an exchange student on her own and ultimately graduated with a sterling academic record from Cornell University where she received a BA in International Relations and a MA in Public Administration with a focus on International Finance. She also earned her Certified Portfolio Manager designation from Columbia University and her Certified Financial Planner designation from the College of Financial Planning. 

Yangchen currently is a Senior Vice President of Wealth Management, Senior Portfolio Management Director, Family Wealth Director, and Investing with Impact Director at Morgan Stanley.  She has extensive experience advising high net worth and ultra-high net worth families and non-profit organizations with their investment management and delivering sophisticated wealth transfer, family/foundation governance, and philanthropic planning strategies.  Prior to that, she was responsible for managing multi-billion-dollar budgets and financial plans for various governmental agencies and higher education institutions in New York and Los Angeles.

Yangchen has also been recognized as one of the Top Wealth Advisor Moms in the country by Forbes, Working Mothers Magazine 2017-2021, Forbes Top Women Advisors 2020-2021, and Forbes Best in State Wealth Advisor 2021-2022.  She also appears as guest speaker at events for universities, non-profit organizations, and Forbes/Shook Research.       

Yangchen strongly believes in giving back to her community and the world at large.  She continues to champion access to quality education for children here in the States and abroad.  For the past fifteen years, she has been extensively involved in improving the lives of girls in Nepal through a non-profit organization called Hands In Outreach, which provides young girls with educational sponsorship for their primary and secondary educations.  She has also served on several higher education board of trustees in the United States to help make colleges and universities more accessible to families from underrepresented socio-economic levels. 

Yangchen currently sits on the Board of Director of Adara Development, international NGO with the focus on reducing infant mortality in Uganda and rural & educational development in Nepal and on the Advisory Council of Cornell University – Cornell Institute for Public Affairs.  She also serves on the Morgan Stanley Financial Advisor Advisory Council and on the Morgan Stanley Regional Diversity Council.  When not in the office or volunteering, she likes to be out on a golf course with her husband and their nine-year-old daughter.

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Event Type

Colloquium

Departments

MPA Program

Contact Name

Sarah Schupp

Dept. Web Site

https://www.human.cornell.edu/cipa

Open To

MPA and EMPA Students

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