Biography
Rebecca E. Lilly is a Financial Advisor at Morgan Stanley based in Greenwich CT and part of a team serving private clients, non-profit organizations, foundations & endowments, business retirement plans as well as municipal pensions and defined contribution plans. At the firm for 8 years, Becky has the Morgan Stanley designations of Family Wealth Director and Investing with Impact Director with expertise in providing wholistic investment management aligned with risk / return objectives and mission / values of both private and institutional clients.
Becky has a background in high-net-worth investment management derived from experiences in the art market at Sotheby’s as well as investment analysis from being a management consultant in the healthcare industry and director of PR & advertising for an international privately-owned fashion company. She received an MBA from the Yale School of Management and her undergraduate degree from Tufts University with majors in Economics & Art History. During a voluntary career break, Becky founded a non-profit, coached competitive youth soccer teams, competed in triathlons and open-water swims as well as volunteered extensively in her community of Rye New York. Becky returned to work through the Goldman Sachs ‘Returnship’ program in January 2014.
Becky has served and chaired on numerous non-profit boards from Education to Arts to Religious organizations often working with finance / investment committees and with experience in board engagement / development. She is currently on the Advisory Board for the Yale International Center for Finance in New Haven CT and the Board of Trustees of Heritage Museum & Gardens in Sandwich MA serving on both the Investment and Executive Committees. She was previously on the Board of Visitors for the Lilly Family School of Philanthropy serving from 2015-2021 and as Board Chair from 2017-2020.
Involved with 2 publications, Becky was on the advisory board for the grant-funded report Christian Enterprise Solutions to Poverty Field Guide which is the first-ever landscape analysis of Christian organizations providing enterprise solutions to poverty (published spring 2022). Additionally, she is the co-compiler with her dad Ted Lilly on the book Three Generations of the Lilly Family in Indiana (Indiana Historical Society Press, expected publication fall 2022) which is a series of essays about four men within three generations of the Lilly family who dedicated their lives to the Eli Lilly & Company as well as to civic and philanthropic efforts in Indianapolis and the State of Indiana.