Eric J. Werner
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Eric J. Werner Email & Phone Number

Vice President | Alternative Investments Director | Financial Advisor with The Werner Group at Morgan Stanley Wealth Management ... 10,165+ 1st Degree LinkedIn Connections! at Morgan Stanley
Location: Greater Pittsburgh Region, United States, United States 6 work roles 2 schools
1 work email found @morganstanley.com 2 phones found area 412 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email e****@morganstanley.com
Direct phone (412) ***-****
LinkedIn Profile matched
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Current company
Role
Vice President | Alternative Investments Director | Financial Advisor with The Werner Group at Morgan Stanley Wealth Management ... 10,165+ 1st Degree LinkedIn Connections!
Location
Greater Pittsburgh Region, United States, United States
Company size

Who is Eric J. Werner? Overview

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Quick answer

Eric J. Werner is listed as Vice President | Alternative Investments Director | Financial Advisor with The Werner Group at Morgan Stanley Wealth Management ... 10,165+ 1st Degree LinkedIn Connections! at Morgan Stanley, a company with 501 employees, based in Greater Pittsburgh Region, United States, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 412, and a matched LinkedIn profile for Eric J. Werner.

Eric J. Werner previously worked as Vice President | Alternative Investments Director | Financial Advisor with The Werner Group at Morgan Stanley and Vice President - Wealth Management Americas at Ubs. Eric J. Werner holds J.D., Law from Boston University School Of Law.

Company email context

Email format at Morgan Stanley

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{first_initial}{last}@morganstanley.com
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AeroLeads found 1 current-domain work email signal for Eric J. Werner. Compare company email patterns before reaching out.

Profile bio

About Eric J. Werner

A comprehensive financial strategy from an experienced team and company may be more important than ever. We listen and ask questions so we can learn and understand to help better serve our clients. We take a holistic comprehensive approach to help pursue your financial goals and objectives.We work with you to help design a flexible wealth management plan that aims to be appropriate for you and your family. We coordinate together before we propose and execute a detailed comprehensive plan to help address your changing needs and objectives to help achieve your goals while seeking to manage risk. We are committed to keeping in touch with you as we realize that adjustments will be needed as there are changes in your life and family within the overall economic and financial landscape. We strive to be your hands-on Advisor, committed to a relationship that’s relevant to your life and focused on your long-term financial goals.Previous employment history:1986-1988 O’Connor, Broude, Snyder & Aronson:Attorney - corporate, early stage, technology & emerging growth, contracts, small private & public financings (SEC & state blue sky), mergers & acquistionsRepresented entrepreneurs & early stage companies in capital formation transactions - Business Plans, State Blue Sky & Federal Securities, Employment Agreements, various other contracts, friends & family rounds of financings, small Venture Capital & other Institutional Financings; small IPOs and M&A transactions resulting in exits & liquidity for principals & early investors1984-85 Heafitz & Hopwood - Construction Litigation

Listed skills include Series 7, Series 63, Series 66, Fixed Income, and 7 others.

Current workplace

Eric J. Werner's current company

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Morgan Stanley
Morgan Stanley
Vice President | Alternative Investments Director | Financial Advisor with The Werner Group at Morgan Stanley Wealth Management ... 10,165+ 1st Degree LinkedIn Connections!
New York City
Employees
501
AeroLeads page
6 roles

Eric J. Werner work experience

A career timeline built from the work history available for this profile.

Vice President | Alternative Investments Director | Financial Advisor With The Werner Group

Current

New York, NY, US

© 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.

Jun 2019 - Present

Vice President - Wealth Management Americas

Ubs

Zurich, CH

Today, trusted financial advice is more important than ever. As your Financial Advisor, we take our responsibility to provide that advice very seriously. We want to learn all we can about you so we can address your most important priorities with a comprehensive plan that puts your goals within reach. We'll also regularly review your strategy, always.

Nov 2014 - Jun 2019

Executive Director

New York, NY, US

I worked with an Integrated Team to provide First Class Investment Management, Fiduciary, Trust, Wealth Advisory Planning, Capital Advisory (credit) and 24x7 Client Services to High and Ultra High Net Worth Individuals, Families, Family Offices, Endowments and Foundations.

Aug 2011 - Feb 2014

Partner

Philadelphia, PA, US

Practice was focused on general corporate representation, mergers and acquisitions work, and corporate finance principally for middle market businesses.

Jan 2009 - Jul 2011

Lawyer

Self Employed

Consulted and completed Special Projects.

Aug 2007 - Jan 2009

Vice President, General Counsel & Corporate Secretary

Itasca, Illinois, US

As a member of the Executive Leadership Team, I always reported directly to the CEO as Vice-President, General Counsel, Corporate Ethics Officer & Secretary. I was charged with the responsibility of managing, directing and monitoring the legal affairs of the Company contending with the multitude of legal issues that constantly challenge today’s business.

Mar 1988 - Jul 2007
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 501 employees →

2 education records

Eric J. Werner education

J.D., Law

Boston University School Of Law

Bs, Industrial Engineering

Penn State University
FAQ

Frequently asked questions about Eric J. Werner

Quick answers generated from the profile data available on this page.

What company does Eric J. Werner work for?

Eric J. Werner works for Morgan Stanley.

What is Eric J. Werner's role at Morgan Stanley?

Eric J. Werner is listed as Vice President | Alternative Investments Director | Financial Advisor with The Werner Group at Morgan Stanley Wealth Management ... 10,165+ 1st Degree LinkedIn Connections! at Morgan Stanley.

What is Eric J. Werner's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Eric J. Werner at Morgan Stanley.

What is Eric J. Werner's phone number?

AeroLeads has found 2 phone signal(s) with area code 412 for Eric J. Werner at Morgan Stanley.

Where is Eric J. Werner based?

Eric J. Werner is based in Greater Pittsburgh Region, United States, United States while working with Morgan Stanley.

What companies has Eric J. Werner worked for?

Eric J. Werner has worked for Morgan Stanley, Ubs, J.P. Morgan, Schnader Harrison Segal & Lewis Llp, and Self Employed.

Who are Eric J. Werner's colleagues at Morgan Stanley?

Eric J. Werner's colleagues at Morgan Stanley include Mulya Chandra, Kusum Jain, Megan Lane, Ryan Adelman, and Damian Lockhart Crpc®.

How can I contact Eric J. Werner?

You can use AeroLeads to view verified contact signals for Eric J. Werner at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Eric J. Werner attend?

Eric J. Werner holds J.D., Law from Boston University School Of Law.

What skills is Eric J. Werner known for?

Eric J. Werner is listed with skills including Series 7, Series 63, Series 66, Fixed Income, Wealth Management, Equities, Investment Strategies, and Securities.

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