What started as a sketch on a napkin is now our world-class Shareworks software platform that helps simplify the complexities of equity plan management.
We are Shareworks by Morgan Stanley formerly Solium. Read more in our press release.
We help drive workforce performance by building cultures of ownership.
Provide clients with smarter software, remarkable service and relationships built on trust and proven reliability.
These are the values we foster in all our interactions with customers, vendors, partners and each other.
We live in a competitive world where attention to every detail is the difference between an ordinary experience and an exceptional one. We choose exceptional.
We treasure the trust our teammates and customers put in us and work every day to be worthy of it. In doing so, we build lasting relationships.
We have come together to solve problems and create solutions that are better than those we could have achieved as individuals.
We are a perpetual work in progress. We approach every challenge with fresh eyes to deliver breakthrough solutions for our customers.
We achieve nothing alone. We are thankful and grateful to those who help us achieve. We give back to each other and our communities.
We are open with each other and our customers. Not just because it’s the most efficient way to work. But because it’s the right thing to do.
We put ourselves in our customers’ and colleagues’ shoes. We listen. We make their challenges and problems our own. Then we solve them.
The Shareworks by Morgan Stanley leadership team has decades of experience in the equity plan administration and technology industries. Our qualified and diversely talented team allows us to continually offer the most innovative solutions and services to our clients.
Paul Le Roy
Paul joined the Solium team in 2017 to lead the Australian operation. Paul has more than 18 years of management experience in the financial services sector developed through a series of progressively senior positions. Most recently, Paul served as the Chief Operating Officer at Pershing Securities Australia, where he was responsible for the operation, trading, securities lending, operational risk, and support functions. He also co-founded, launched, managed, and subsequently sold D2MX, the first specialist wholesale execution brokerage in Australia where he grew the client base from four to 36 in just two years when it was sold.
Gary joined the team in 2013 following the acquisition of the company he founded, Corporate Focus. He is currently responsible for Shareworks by Morgan Stanley’s global legal and compliance requirements and previously led corporate development. Gary has spent more than 20 years as an attorney, entrepreneur and executive, focused at the intersection of law, finance and compliance, initially developing some of the early incentive equity awards for venture- and PE-backed companies and later creating the first multi-tenant, online system for equity administration and corporate governance for privately-held emerging growth companies. Previously, Gary was General Counsel of a global software company and a corporate attorney at a Boston law firm. Gary holds a master's in business administration from MIT’s Sloan School of Management and a law degree from Boston College Law School.
Like most people in stock plan administration, Marcos sort of “fell into it.” In 1999, he started Bitontic Solutions and was contracted by the newly formed Solium to build an equity administration platform—known today as Shareworks. What started as a bit of contract work soon became a life-long professional passion for Marcos. Marcos holds a bachelor’s degree in computer science from the University of Calgary. Now as CEO of Shareworks by Morgan Stanley, he remains every bit as passionate about creating and optimizing technology to solve business challenges. Marcos was the winner of the Ernst & Young Entrepreneur of the Year award for the technology sector, Western Canada. Under his leadership, Shareworks has evolved to be a truly global platform used by more than 3000 companies spanning the globe.
Lance joined the team in 2002 and currently oversees the ongoing development of Shareworks as a member of our executive team. Lance works with the product development team and other technology groups to evolve the company's solutions to address market needs, respond to changing regulatory requirements, and leverage technological advances. He also directs system maintenance and technology-related vendor relationships. Lance holds a master of science degree in computer science from the University of Calgary.
SVP, Human Resources
Janice has been working in human resources for over 20 years. She started in recruitment before emerging as a talent management guru with expertise in building global HR teams that enable high-performing organizations to excel. Janice joined the team in July 2014 as the Global Head of HR and can be found in the corporate headquarters in Calgary, Alberta. With her extensive experience in talent management, she has a unique perspective on how to tie culture and compensation to motivate and retain top talent and drive performance.
Learn about our high performance culture, amazing team and growth opportunities you can’t find anywhere else.
Explore the equity plan management platform designed to simplify your life and give you peace of mind.
Solium Capital (Australia) Pty Ltd and Solium Nominees (Australia) Pty Ltd are wholly-owned subsidiaries of Morgan Stanley.
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