Private Wealth Management Analyst
Current- I am a registered client service associate as a member of the Vinder Group at Morgan Stanley Private Wealth Management.
Sep 2023 - Present
AeroLeads people directory · profile
Eric Kirchner Email & Phone Number
Private Wealth Management at Morgan Stanley
at
Morgan Stanley
1 work email found
@morganstanley.com
2 phones found area 201
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Private Wealth Management at Morgan Stanley
Location
New York City Metropolitan Area, United States, United States
Company size
Who is Eric Kirchner? Overview
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Quick answer
Eric Kirchner is listed as Private Wealth Management at Morgan Stanley at Morgan Stanley, a company with 501 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 201, and a matched LinkedIn profile for Eric Kirchner.
Eric Kirchner previously worked as Private Wealth Management Analyst at Morgan Stanley and Wealth Management Rotational Analyst at Morgan Stanley. Eric Kirchner holds Bachelor'S Degree, Finance And Real Estate from Villanova University.
Company email context
Email format at Morgan Stanley
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{first}.{last}@morganstanley.com
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Profile bio
About Eric Kirchner
I graduated summa cum laude from the Villanova School of Business majoring in Finance and Real Estate. I have professional experience in financial planning, modeling, and connecting with people. My strongest attributes are my industrious work ethic, cooperative nature, analytical mindset, and ability to excel on a team. I am eager to begin my career in wealth management and serve the needs of clients.
Listed skills include Team Building, Leadership, Financial Analysis, Client Relations, and 7 others.
Current workplace
Eric Kirchner's current company
Company context helps verify the profile and gives searchers a useful next step.
Morgan Stanley
11 roles
Eric Kirchner work experience
A career timeline built from the work history available for this profile.
Wealth Management Rotational Analyst
- Worked within the framework of the two year rotational analyst program during which I held three different positions for three months each to holistically learn about the Wealth Management business at Morgan Stanley. - During my time with the Field Leadership Development team, I worked with certification institutions such as the CFP Board to register.
Jul 2021 - Sep 2023
Wealth Management Student Ambassador
- Act as a representative of Morgan Stanley's wealth management business to promote upcoming recruitment events and answer questions from prospective students.
Sep 2020 - Aug 2023
Wealth Management Summer Analyst
- Assisted a 5-person team specializing in Unit Investment Trusts and Closed-End Funds within the Investment Solutions division to increase Financial Advisor usage of these products.- Analyzed CEF IPO data highlighting changes in advisor investment preferences over time while seeking areas of opportunity in the FA population.
Jun 2020 - Aug 2020
Honors Program Ambassador
- Act as a representative of the Honors Program during school-sponsored open houses and advertising events-Speak with prospective students and their families about Villanova and the many benefits the Honors Program has to offer
Jan 2020 - May 2021
Student Intern
- Named an intern for the DAN-TOM Real Estate Student Managed Fund at Villanova University- Assist fund analysts and managers in sourcing commercial real estate investment opportunities while working cohesively to research, evaluate, and underwrite the potential deals while under the guidance of a professional of the real estate field
Sep 2019 - Sep 2020
Recreation Department Student Employee
- Referred games for outdoor soccer, volleyball, dodgeball, indoor soccer, and basketball and assisted in scheduling for the Villanova Athletics intramural department
Sep 2018 - Sep 2020
Private Wealth Management Intern
Working in the Donnell, Phillips, Berkowitz & Byrne private wealth advisors group. - Support a Private Banking and Investment Group is asset management, portfolio modeling, financial planning, and client proposals - Perform due diligence on SMAs and ETFs and created reports summarizing asset allocation and portfolio performance - Completed an analysis of.
May 2019 - Aug 2019
Project Manager
Competitive Effectiveness Class
- 6 credit marketing and management course focusing on the application of skills through a semester-long group project for the Vanguard Group- Focused on all aspects of promotional planning, team building, and teamwork- Served as an active team member in collecting primary data through an electronically disseminated survey and research on the Villanova.
Sep 2018 - Dec 2018
Summer Intern
- Identify industries with desired growth, profitability, and scale metrics for possible investment - Create briefs for the managing director on prospective businesses and their owners in order to foster the success of an initial connection
Jun 2018 - Aug 2018
Intern
Nv Endurance
- Organize course map, food, and police for St. Dominic Academy Spring Thaw 5K Run & 1 Mile Fun Run
Feb 2015 - May 2015
Team & coworkers
Colleagues at Morgan Stanley
Other employees you can reach at morganstanley.com. View company contacts for 501 employees →
MV
Marci Vanderhoeven
Colleague at Morgan StanleyWashington DC-Baltimore Area, United States, United States
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RD
Ryan Daly
Colleague at Morgan StanleyNew York, New York, United States, United States
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ST
Shivam Trehan
Colleague at Morgan StanleyMumbai, Maharashtra, India, India
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BS
Bhuvana Sai Reddy Komaragunta
Colleague at Morgan StanleyEdinburgh, Scotland, United Kingdom, United Kingdom
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PS
Prakash Shindalkar
Colleague at Morgan StanleyBengaluru, Karnataka, India, India
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HH
Hannah Han
Colleague at Morgan StanleyHong Kong SAR, Hong Kong
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AJ
Arnav Jain
Colleague at Morgan StanleyHillsborough, New Jersey, United States, United States
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MM
Martine Markussen
Colleague at Morgan StanleyUnited Kingdom, United Kingdom
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YC
Yue Chen
Colleague at Morgan StanleyNew York, New York, United States, United States
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SS
Satvinder Singh
Colleague at Morgan StanleyBrossard, Quebec, Canada, Canada
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Marci Vanderhoeven
Colleague at Morgan StanleyWashington DC-Baltimore Area, United States, United States
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RD
Ryan Daly
Colleague at Morgan StanleyNew York, New York, United States, United States
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ST
Shivam Trehan
Colleague at Morgan StanleyMumbai, Maharashtra, India, India
View →
BS
Bhuvana Sai Reddy Komaragunta
Colleague at Morgan StanleyEdinburgh, Scotland, United Kingdom, United Kingdom
View →
PS
Prakash Shindalkar
Colleague at Morgan StanleyBengaluru, Karnataka, India, India
View →
HH
Hannah Han
Colleague at Morgan StanleyHong Kong SAR, Hong Kong
View →
AJ
Arnav Jain
Colleague at Morgan StanleyHillsborough, New Jersey, United States, United States
View →
MM
Martine Markussen
Colleague at Morgan StanleyUnited Kingdom, United Kingdom
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YC
Yue Chen
Colleague at Morgan StanleyNew York, New York, United States, United States
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SS
Satvinder Singh
Colleague at Morgan StanleyBrossard, Quebec, Canada, Canada
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4 education records
Eric Kirchner education
Bachelor'S Degree, Finance And Real Estate
Villanova University
Wealth Management
Envestnet Institute On Campus Program
A Participant Of The Instep Program
University Of Cambridge
Education record
Saint Peter'S Prep
FAQ
Frequently asked questions about Eric Kirchner
Quick answers generated from the profile data available on this page.
What company does Eric Kirchner work for?
Eric Kirchner works for Morgan Stanley.
What is Eric Kirchner's role at Morgan Stanley?
Eric Kirchner is listed as Private Wealth Management at Morgan Stanley at Morgan Stanley.
What is Eric Kirchner's email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Eric Kirchner at Morgan Stanley.
What is Eric Kirchner's phone number?
AeroLeads has found 2 phone signal(s) with area code 201 for Eric Kirchner at Morgan Stanley.
Where is Eric Kirchner based?
Eric Kirchner is based in New York City Metropolitan Area, United States, United States while working with Morgan Stanley.
What companies has Eric Kirchner worked for?
Eric Kirchner has worked for Morgan Stanley, Villanova University, Merrill Lynch, Competitive Effectiveness Class, and Nexu Partners.
Who are Eric Kirchner's colleagues at Morgan Stanley?
Eric Kirchner's colleagues at Morgan Stanley include Marci Vanderhoeven, Ryan Daly, Shivam Trehan, Bhuvana Sai Reddy Komaragunta, and Prakash Shindalkar.
How can I contact Eric Kirchner?
You can use AeroLeads to view verified contact signals for Eric Kirchner at Morgan Stanley, including work email, phone, and LinkedIn data when available.
What schools did Eric Kirchner attend?
Eric Kirchner holds Bachelor'S Degree, Finance And Real Estate from Villanova University.
What skills is Eric Kirchner known for?
Eric Kirchner is listed with skills including Team Building, Leadership, Financial Analysis, Client Relations, Team Leadership, Public Speaking, Research, and Wealth Management.
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