Tracy Castle-Newman is the COO for Global Institutional Equity Distribution and is a member of the Equity Operating Committee. In her role, she has specific responsibility for Client Strategy, Systematic Advisory Sales (SAS) Product Strategy, Commission Management, ETF Product Marketing, and the Equity and Fixed Income Division’s Institutional Client Joint Venture with MSWM.
Ms. Castle-Newman joined Morgan Stanley in 1996 after spending her prior years at Bankers Trust and Bank of New York. She has held various roles while at Morgan Stanley, primarily focused on client strategy and business development. She is involved in many of the talent initiatives of the Firm including recruiting and mentoring women. In 2007, she was inducted into the YWCA Academy of Women Leaders in recognition of her contribution to women’s initiatives. In 2010, she co-founded the Morgan Stanley’s Women’s Business Alliance. In 2013, she founded Morgan Stanley’s Women’s Investment Roundtable, which brings together women portfolio managers for a 2-day stock picking roundtable. In 2017, Ms. Castle-Newman was named to Worth Magazine’s Power 100 List.
Ms. Castle-Newman is a graduate of Virginia Tech with a BS in Finance. She serves on the Pamplin Advisory Council and the Executive Committee for the Finance Advisory Board for the Pamplin School of Business. She lives in Westfield, NJ with her husband Andy, and both are supporters and fans of Va. Tech athletics. She recently combined her support of athletics and women into the first scholarship for the VT women’s golf team.