Lance White

Lance White Email and Phone Number

Managing Director| Wealth Advisor | Financial Advisor at Morgan Stanley @ Morgan Stanley
New York City
About Lance White

Lance White is the co-founder of The New Albany Wealth Management Group at Morgan Stanley. He works with executives, entrepreneurs and successful individuals and their families to uncover opportunities to help seek to create meaningful growth. Lance believes that effective wealth management means providing thoughtful advice for every decision involving money.

Lance White's Current Company Details
Morgan Stanley

Morgan Stanley

View
Managing Director| Wealth Advisor | Financial Advisor at Morgan Stanley
New York City
Employees:
501
Company phone:
(212)761-4000
Lance White Work Experience Details
  • Morgan Stanley
    Managing Director, Wealth Advisor, Financial Advisor
    Morgan Stanley Oct 2019 - Present
    New York, Ny, Us
    "© 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 investment strategy. MSSB Financial 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 Financial 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/the-new-albany-wealth-management-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html."NMLS#: 1933024
  • Ubs Financial Services, Inc.
    Senior Vice President, Senior Portfolio Manager
    Ubs Financial Services, Inc. Sep 2008 - Oct 2019
    Zurich, Ch
    New Albany Wealth Management GroupUBS Financial Services, Inc.180 Market StreetNew Albany OH 43054Additional OfficeNaples, Florida
  • 10-Xelerator
    Mentor
    10-Xelerator Jun 2011 - Dec 2013
    10-xelerator or "10x" is the newest New Venture Accelerator launching this summer in Columbus, Ohio. 10x is a mentorship-driven investment program designed for energetic game-changing entrepreneurs. 10x is partnering with Ohio’s New Entrepreneur (ONE) Fund, an innovative business accelerator launched as a pilot program and designed to attract and retain the best and brightest talent.
  • Startup Weekend
    Judge
    Startup Weekend Jul 2011 - Jul 2013
    Boulder, Colorado, Us
    Startup Weekend is a global grassroots movement of active and empowered entrepreneurs who are learning the basics of founding startups and launching successful ventures. It is the largest community of passionate entrepreneurs with over 400 past events in 100 countries around the world in 2011.The non-profit organization is headquartered in Seattle, Washington but Startup Weekend organizers and facilitators can be found in over 200 cities around the world. From Mongolia to South Africa to London to Brazil, people around the globe are coming together for weekend long workshops to pitch ideas, form teams, and start companies.All Startup Weekend events follow the same basic model: anyone is welcome to pitch their startup idea and receive feedback from their peers. Teams organically form around the top ideas (as determined by popular vote) and then it’s a 54 hour frenzy of business model creation, coding, designing, and market validation. The weekends culminate with presentations in front of local entrepreneurial leaders with another opportunity for critical feedback.Whether entrepreneurs found companies, find a cofounder, meet someone new, or learn a skill far outside their usual 9-to-5, everyone is guaranteed to leave the event better prepared to navigate the chaotic but fun world of startups. If you want to put yourself in the shoes of an entrepreneur, register now for the best weekend of your life!http://columbus.startupweekend.org
  • 1492 Accelerator
    Advisor
    1492 Accelerator Nov 2011 - Nov 2012
    1492 is a collaboration among TechColumbus, Columbus State Community College and the Columbus College of Art & Design. The goal of the 1492 Business Accelerator program is to help these companies reach the next critical milestone in their growth quickly – whether that be completing or expanding their product or service, gaining their first customer or positioning themselves for follow-on funding – all within the context of an 11-week program.
  • Ohio Technology Angel Fund
    Partner
    Ohio Technology Angel Fund 2005 - 2012
    The Ohio TechAngels (“OTA”) provide investment capital for commercialization of innovations in information technology, advanced materials, and medical technology. The goal of all of our Funds is to support early-stage Ohio-based entities by facilitating risk sharing on opportunities with high upside potential.
  • Make-A-Wish Foundation
    Board Member
    Make-A-Wish Foundation 2003 - Apr 2009
    Phoenix, Arizona, Us
  • Morgan Stanley
    Senior Vice President, Wealth Advisor, Portfolio Manager
    Morgan Stanley Oct 1995 - Sep 2008
    New York, Ny, Us
    Member of Morgan Stanley's Elite - Chairmans Club, Equity Club
  • Fellowship Of Christian Athletes
    Board Member
    Fellowship Of Christian Athletes 1998 - 2002
    Us
  • Smith Barney
    Intern
    Smith Barney Jan 1992 - Dec 1994
    New York, Ny, Us

Lance White Skills

Financial Services Step Services

Lance White Education Details

  • Singularity University
    Singularity University
    Executive Program
  • University Of Pennsylvania - The Wharton School
    University Of Pennsylvania - The Wharton School
    Senior Consultant
  • The Ohio State University
    The Ohio State University
    Economics And International Business
  • Worthington Christian High School
    Worthington Christian High School

Frequently Asked Questions about Lance White

What company does Lance White work for?

Lance White works for Morgan Stanley

What is Lance White's role at the current company?

Lance White's current role is Managing Director| Wealth Advisor | Financial Advisor at Morgan Stanley.

What is Lance White's email address?

Lance White's email address is la****@****ley.com

What is Lance White's direct phone number?

Lance White's direct phone number is +161420*****

What schools did Lance White attend?

Lance White attended Singularity University, University Of Pennsylvania - The Wharton School, The Ohio State University, Worthington Christian High School.

What are some of Lance White's interests?

Lance White has interest in Information Technology, Social Media, Sales Automation, Retail, Gilt Groupe, Angel Investing, Health, Children, Clean Technology, Finance.

What skills is Lance White known for?

Lance White has skills like Financial Services, Step, Services.

Who are Lance White's colleagues?

Lance White's colleagues are Jeffrey O'sullivan, Zoe-Anne Del Mar, Xan Netter, Beth Greisman, Vishal Agarwal, Cfa, Szilard Sallay, Jash Oza.

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