Gerty is the Regional Diversity Officer of the Mid-Atlantic Region, at Morgan Stanley Wealth Management, covering eight regions from Delaware to North Carolina. She joined the Diversity & Inclusion team in September of 2019, responsible for the development and integration of Morgan Stanley’s field strategy for recruiting and retaining diverse talent, fostering an inclusive work environment and ensuring management accountability. She has built a philosophy around the 3D’s – Define, Distill, and Deliver the firm to the field, so it is digestible and understood as additive to the Managers and Advisor’s she works closely with. Gerty Simon joined the firm in 2014 with more than 15 years of financial services experience, holding a number of positions at various investment banking firms including, 12 years as an Investment Associate at UBS Financial Service Inc., with a leading private wealth management team, that managed over $3 billion in assets and listed on Barron’s Top 100 Team ranking 2002, thru her departure in 2014. It was here, she developed the skills to meet the demanding needs of a sophisticated private client base.