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.
Meena Lakshman
Director of Investments
The Helmsley Charitable Trust
United States, New York, New York
About Me
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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