Anna Winderbaum work email
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Anna Winderbaum personal email
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
Morgan Stanley Private Wealth Management
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Private Wealth Advisor, Managing DirectorMorgan Stanley Private Wealth Management Dec 2015 - Present1585 Broadway©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Private Wealth Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Private Wealth Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/lerner-winderbaum-team]. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html.Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC. Member SIPC.NMLS#: 1616415
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Investment AdvisorDonaldson, Lufkin & Jenrette Sep 1997 - Sep 2000 -
Director Of Special Projects, Office Of Intergovernmental AffairsThe White House Aug 1994 - Aug 1995 -
Director Of Scheduling Correspondence, The Office Of Scheduling & AdvanceThe White House Feb 1993 - Aug 1994 -
Legislative Staff MemberU.S. Congressman John W. Cox, Jr. Jan 1991 - Jan 1993
Anna Winderbaum Education Details
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Ba, International Relations
Frequently Asked Questions about Anna Winderbaum
What company does Anna Winderbaum work for?
Anna Winderbaum works for Morgan Stanley Private Wealth Management
What is Anna Winderbaum's role at the current company?
Anna Winderbaum's current role is Managing Director, Private Wealth Advisor at Morgan Stanley Private Wealth Management.
What is Anna Winderbaum's email address?
Anna Winderbaum's email address is an****@****pwm.com
What schools did Anna Winderbaum attend?
Anna Winderbaum attended Columbia Business School, Tufts University.
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