Kelly Major Green, CIMA®, Chicago office of Graystone Consulting, Morgan Stanley Wealth Management

Kelly Major Green has been at Morgan Stanley for 7 years and draws from over 23 years of executive leadership and client advisory experience in the management consulting, marketing, and non-profit industries. Throughout her career, Kelly had several broad consulting and leadership roles in a number of industries. Prior to joining Morgan Stanley, Kelly served as the Chief Operating Officer at United Way for Southeastern Michigan where she was responsible for the organization’s marketing, strategy, finance and investment functions, including the organization’s endowment and pension plans. She started her career in management consulting, providing management strategy and strategy implementation advice to Fortune 1000 companies as a senior consultant at Accenture (formerly Andersen Consulting) and CSC Index. She subsequently provided marketing strategy and consulting advice to clients as equity Partner and Marketing Director for Brogan & Partners Convergence Marketing, a boutique, women-owned,
strategic marketing services firm in Detroit.

Kelly’s community involvement is extensive. She serves on a number of non-profit and community boards, including serving as Trustee and Executive Committee member of the Charles H. Wright Museum of African American History and an Executive Committee member of the Greater Wayne County Chapter, The Links Inc.

Kelly holds the Certified Investment Management Analyst ®(CIMA®) designation, awarded by the Investments and Wealth Institute (formerly Investment Management Consultants Association - IMCA) in conjunction with the University of Chicago Booth School of Business. She earned a Bachelor’s of Science degree in Electrical Engineering from the University of Pennsylvania and an M.B.A. with a concentration in Marketing and Entrepreneurship from the J.L. Kellogg Graduate School of Management at Northwestern University.