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CO-Head of Market Research and Strategy, Morgan Stanley Wealth Management
Scott Helfstein, PhD is Co-Head of Market Research and Strategy as well as Head of Thematic Portfolios at Morgan Stanley Wealth Management. He is responsible for developing and communicating global investment advice as well as building and managing thematic portfolios focused on technological disruption. Scott is an Adjunct Scholar at the Modern War Institute at West Point and Senior Fellow at the Center for Cyber and Homeland Security at The George Washington University (GW). Before joining Morgan Stanley Wealth management, Scott was Senior Investment Strategist and Deputy to the Chief Market Strategist at BNY Mellon Investment Management leading global macro and relative value analysis. He served as the Director of Research at West Point’s Combating Terrorism Center and as Assistant Professor in the Department of Social Science at the United States Military Academy from 2008 to 2014. He holds a Joint Doctorate in Public Policy and Political Science from the University of Michigan and a Master’s Degree in War Studies from King’s College, London. From 1999 to 2002, Scott was an investment banker at Credit Suisse First Boston. He also worked at the Federal Reserve Board of Governors from 1997 to 1999. Scott holds a Bachelor’s degree in Finance from GW, is a member of the Economic Club of New York, and was a Term Member in the Council on Foreign Relations (CFR).