Kristin Laub ’17

Financial advisor at Morgan Stanley

Kristin Laub headshotI graduated from Elon University in May of 2017. I am originally from New Canaan, Connecticut, and went to New Canaan High School. While at Elon, I was the treasurer of my sorority, Phi Mu, involved in the Club Tennis team as well as the Women in Finance club. I graduated with a major in Finance and a minor in Professional Sales. Shortly thereafter, I moved to New York City to work at FactSet. I spent two and a half years at FactSet working as an investment management consultant, and briefly moved on to a new role in sales. In December of 2019, I accepted a job at Morgan Stanley in Private Wealth Management in Park City, Utah. My boyfriend was on the US Ski Team for 10 years based in Park City, and after many years of long distance and finding my dream job, it was time to move. I am now part of this Morgan Stanley team based in Park City providing a full spectrum of private wealth management solutions to high net worth individuals, families and business owners. In my free time I enjoy travel, golf, tennis, skiing and spending time with friends and family.

A typical day at work: A typical day starts out a little before the market opens, which in Park City is around 7:15 a.m. My role on the team is primarily around marketing and business development, so a lot of my day is focused around that. I start off the day checking emails, catching up on the markets and news, and looking at the day ahead. Our team has a daily “huddle” at 9:30 a.m. to catch up on important meetings, client or prospect interactions, and anything timely that needs to be addressed. I then spend the majority of the day working on client and prospect outreach, pushing along our various marketing efforts, networking and engaging with the community, and helping the team make sure everything we need to take care of gets done.

Steps to success I’ve taken: I am always eager to learn, and always striving to get better at what I do. Being curious and always trying to ask “why” has helped me learn and grow. I also make sure to continuously build my personal and professional networks, and embrace and learn from the mentors I have found along the way.

Most rewarding and most challenging aspects of my job: The most rewarding part of my job is the ability to make a positive impact on the lives of our clients. We get to give our clients the peace of mind to focus on what matters most to them. Ever changing regulations, technology, and uncontrollable market factors make it so there is never a dull moment in our business.

Skills I’ve found essential to my job: Communication and interpersonal skills are huge, in any profession and especially ours. Every profession or industry has different technical skills that can be learned along the way, but having a strong work ethic and the ability to effectively communicate both internally and externally have proven to be incredibly essential in my role.

Advice for students: Don’t be afraid to ask questions and ask why, and start building out your professional network now. You never know who or where a good opportunity might come from.