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Meena Lakshman

Director of Investments

The Helmsley Charitable Trust

United States, New York, New York

About Me

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.

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Profile Information

Director of Investments

The Helmsley Charitable Trust

Investment Team

Investor

Foundation

New York

New York

United States

Jul 31, 2025

Work Experience

The Leona M. and Harry B. Helmsley Charitable Trust

Director of Investments
Aug 2014 - Present
Email: mlakshman@helmsleytrust.org

Morgan Stanley

Director, Portfolio Management
Jan 2005 - Jan 2013

Smith Breeden Associates

Financial Analyst
Jan 2003 - Jan 2004

ICICI Securities

Manager, Investment Banking
Jan 1994 - Jan 1999

SBI MUTUAL FUND

Portfolio Manager
Jan 1993 - Jan 1994

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