Executive Director, Director of Investing with Impact
Lily S. Trager is an Executive Director and the Director of Investing with Impact for Morgan Stanley Wealth Management. She joined the firm in 2014. Previously, from 2007 until 2014, Trager worked for Veris Wealth Partners in New York, a Registered Investment Advisory focused exclusively on serving clients with interest in sustainable and impact investing, most recently as Head of Research. She began her career in the Boston office of Cambridge Associates. While at Cambridge Associates, Trager worked on teams overseeing $3.9 billion in nonprofit, high-net-worth and foundation investment portfolios. She earned a MBA in Sustainable Business from Presidio Graduate School and her B.A. in Anthropology from Bates College. Trager also co-founded Women Investing for a Sustainable Economy (WISE), a professional networking group in New York City with Chapters in Boston, DC, San Francisco, Toronto and London.
The Impact Capitalism Summit is the largest convening of investors focused on maximizing impact and maximizing return.
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