Thomas J. D’Elisa

Managing Director, Morgan Stanley

Tom serves as Head of the Retirement Legal team at Morgan Stanley, providing coverage to the Wealth Management, Investment Management and Institutional Securities divisions across the firm. Tom and his team cover ERISA Title I and other pension-related rules along with Investment Advisers Act issues across the firm’s retirement platforms. With over twenty years of experience in the financial services industry, Tom regularly provides counsel on all matters relating to the firm’s ERISA policies and procedures and is instrumental in product development and regulatory initiatives. Tom maintains a specific focus on fiduciary responsibility and prohibited transaction issues related to ERISA plans and IRAs. Prior to joining the firm in 2012, Tom worked in similar roles at Xerox Corporation and Mass Mutual. Tom is a graduate of the University of Maryland at College Park and received his juris doctorate from Hofstra University School of Law. Tom is admitted to practice in New York.