Director of Investments
Meena Lakshman serves as the Director of the Investments team at the Helmsley Charitable Trust. In this role, she is involved in overall asset allocation, portfolio strategy, and manager research.
Prior to joining Helmsley, Meena was an executive director at Morgan Stanley Investment Management. In her eight years there, she helped manage $8 billion of global multi-asset class portfolios. She conducted macro-economic research as a member of the investment committee and evaluated managers for addition to the portfolio. She also carried out processes, performance, and risk review of portfolios with institutional clients and marketed strategy to institutional clients and financial advisors. Previously, she was the lead portfolio manager of the MRIS Balanced Fund at SBI Mutual Fund in India. She has also been an investment banker at I-Sec, a leading Indian private financial institution, where she was involved in a number of equity and debt capital market transactions.
Meena received a Bachelor of Science from St. Xaviers College, India, and an M.B.A. from JBIMS, India. She has an M.B.A. from North Carolina State University and holds a CFA designation.