Anna Winderbaum is a Managing Director and Private Wealth Advisor within Morgan Stanley’s Private Wealth Management division in New York. Anna co-leads an experienced team helping deliver the vast capabilities of the Firm to their clients in a customized manner. She has been advising wealthy families, family offices, and foundations for over 22 years, helping her clients navigate the complexities of wealth and the changes of circumstance that occur in their business and personal lives.Anna was named on Forbes “Top Women Wealth Advisors” list (2018-2024). Anna was also acknowledged as one of the “Working Mother and SHOOK Research's Top Wealth Advisor Moms” 2019-2021. She was recognized by Barron’s as one of the "Top 100 Women Financial Advisors” from 2011-2015, 2017-2022 and 2024. Anna is the Co-Chair of Morgan Stanley’s Private Wealth Management Advisory Council and was recognized as a MAKER for promoting women’s empowerment and demonstrating exceptional leadership. Prior to Morgan Stanley, Anna served as a senior relationship manager at Credit Suisse Private Bank, where she co-headed one of their largest wealth management teams. Before her career in finance, Anna worked at The White House in the Clinton Administration and on Capitol Hill for a member of Congress.Anna is on the Tufts Financial Network Advisory Committee. She has held many leadership roles for UJA-Federation of New York.Anna received her MBA from Columbia Business School and her B.A. from Tufts University. She resides in Manhattan with her husband and two sons.2018-2024 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors) Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award. 2011-2015, 2017-2022, 2024 Barron's Top 100 Women Financial AdvisorsSource: Barrons.com (Awarded June 2011-2015, 2017-2022, 2024). Data compiled by Barron's based on 12-month period concluding in Mar of the year the award was issued.2019-2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor MomsSource: Workingmother.com (Awarded October 2019-2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was givenAwards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.htmlNMLS#: 1616415
