Ellyn A. McColgan - COO - Morgan Stanley GWM group

Ms. McColgan received a B.A. from Montclair State College in 1975 and an M.B.A. from Harvard Business School in 1983.

Ms. McColgan joined Fidelity Investments in 1990, where she held a succession of executive positions across virtually all aspects of the firm’s distribution businesses. These included fund accounting and custody services, institutional retirement services and institutional investment services. In her most recent role as head of the brokerage company, she led the retail brokerage, mutual fund, correspondent clearing, registered investment advisor, capital markets and family office businesses.




Ellyn A. McColgan Named President and Chief Operating Officer of Morgan Stanley Global Wealth Management Group

Dec 17 2007 | New York


Morgan Stanley today announced that Ellyn A. McColgan has been named President and Chief Operating Officer of the Global Wealth Management Group (GWMG), effective in April, 2008. Ms. McColgan will be a member of Morgan Stanley’s Management Committee and will report to Co-President James P. Gorman, whom she succeeds in the GWMG leadership role.

Ms. McColgan, 53, joins Morgan Stanley after a 17-year career at Fidelity Investments, where she served most recently as President of Distribution and Operations. In this position, she was responsible for the firm’s retail and institutional distribution channels as well as core processing operations in the U.S. and India, representing 21,000 employees and more than $1.5 trillion in client assets under administration. Prior to this, she served as President of Fidelity Brokerage Company, the largest such company in the U.S. based on client assets and accounts.



Ms. McColgan joined Fidelity Investments in 1990, where she held a succession of executive positions across virtually all aspects of the firm’s distribution businesses. These included fund accounting and custody services, institutional retirement services and institutional investment services. In her most recent role as head of the brokerage company, she led the retail brokerage, mutual fund, correspondent clearing, registered investment advisor, capital markets and family office businesses.

Ms. McColgan received a B.A. from Montclair State College in 1975 and an M.B.A. from Harvard Business School in 1983. She served as Co-Chair of the Securities Industry and Financial Markets Association from 2006-2007, is a trustee of the Museum of Fine Arts, Boston, and a former trustee of Babson College. In 2005 and 2006, she was recognized by Fortune magazine as one of the “50 Most Powerful Women in Business.”


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