James Gorman on Leadership, Wealth Management & Career Lessons

James Gorman, Chairman of The Walt Disney Company and Chairman Emeritus of Morgan Stanley, sits down with Wharton undergraduate student Muhammad Vakil, President of The Wharton Undergraduate Consulting Club and Vice President of The Wharton Private Equity & Venture Capital Club, to reflect on his career and offer advice for young professionals. Hosted on February 18, 2025, this event was presented by The Wharton Private Equity and Venture Capital Club, Investment Management Club, The Wharton Undergraduate Consulting Club and the Wharton Undergraduate Finance Club with support from the Wharton Dean’s Office.

0:00 Introduction
0:53 Gorman's experience in the wealth management business at Morgan Stanley
4:32 Gorman's take on goal strategy and execution
8:28 What Gorman admires about current students and areas of improvement
11:15 Future prospects of client complexity, regulation, and technology in finance
13:50 Preserving company culture during a leadership change
15:15 Gorman's transition from Morgan Stanley to Walt Disney
17:15 Defining success and how Gorman's definition has changed over time
19:55 Gorman's leadership philosophy
23:00 Is there anything that Gorman would've done differently in his career?
24:17 The best piece of advice that Gorman received early on

#wealthmanagement #assetmanagement #investmentbanking #disney #businessschool

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