Lance White
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Lance White Email & Phone Number

Managing Director| Wealth Advisor | Financial Advisor at Morgan Stanley at Morgan Stanley
Location: Columbus, Ohio Metropolitan Area, United States 10 work roles 4 schools
1 work email found @morganstanley.com 12 phones found area 614, 720, and 212 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 12 phones

Work email l****@morganstanley.com
Direct phone (614) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Managing Director| Wealth Advisor | Financial Advisor at Morgan Stanley
Location
Columbus, Ohio Metropolitan Area, United States
Company size

Who is Lance White? Overview

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Quick answer

Lance White is listed as Managing Director| Wealth Advisor | Financial Advisor at Morgan Stanley at Morgan Stanley, a with 501 employees, based in Columbus, Ohio Metropolitan Area, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 614, 720, 212, and a matched LinkedIn profile for Lance White.

Lance White previously worked as Managing Director, Wealth Advisor, Financial Advisor at Morgan Stanley and Senior Vice President, Senior Portfolio Manager at Ubs Financial Services, Inc.. Lance White holds Executive Program from Singularity University.

Company email context

Email format at Morgan Stanley

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{first}.{last}@morganstanley.com
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AeroLeads found 1 current-domain work email signal for Lance White. Compare company email patterns before reaching out.

Profile bio

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.

Listed skills include Financial Services, Step, and Services.

Current workplace

Lance White's current company

Company context helps verify the profile and gives searchers a useful next step.

Morgan Stanley
Morgan Stanley
Managing Director| Wealth Advisor | Financial Advisor at Morgan Stanley
New York City
Employees
501
AeroLeads page
10 roles · 29 years

Lance White work experience

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

Managing Director, Wealth Advisor, Financial Advisor

Current

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

Oct 2019 - Present

Senior Vice President, Senior Portfolio Manager

Zurich, Ch

New Albany Wealth Management GroupUBS Financial Services, Inc.180 Market StreetNew Albany OH 43054Additional OfficeNaples, Florida

Sep 2008 - Oct 2019

Mentor

10-Xelerator

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.

Jun 2011 - Dec 2013

Judge

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

Jul 2011 - Jul 2013

Advisor

1492 Accelerator

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.

Nov 2011 - Nov 2012

Partner

Ohio Technology Angel Fund

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.

2005 - 2012 ~7 yrs

Senior Vice President, Wealth Advisor, Portfolio Manager

New York, Ny, Us

Member of Morgan Stanley's Elite - Chairmans Club, Equity Club

Oct 1995 - Sep 2008
Team & coworkers

Colleagues at Morgan Stanley

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

4 education records

Lance White education

Executive Program

Singularity University

Senior Consultant

University Of Pennsylvania - The Wharton School

Ba, Economics And International Business

The Ohio State University

Education record

Worthington Christian High School
FAQ

Frequently asked questions about Lance White

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

What company does Lance White work for?

Lance White works for Morgan Stanley.

What is Lance White's role at Morgan Stanley?

Lance White is listed as Managing Director| Wealth Advisor | Financial Advisor at Morgan Stanley at Morgan Stanley.

What is Lance White's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Lance White at Morgan Stanley.

What is Lance White's phone number?

AeroLeads has found 12 phone signal(s) with area code 614, 720, 212 for Lance White at Morgan Stanley.

Where is Lance White based?

Lance White is based in Columbus, Ohio Metropolitan Area, United States while working with Morgan Stanley.

What companies has Lance White worked for?

Lance White has worked for Morgan Stanley, Ubs Financial Services, Inc., 10-Xelerator, Startup Weekend, and 1492 Accelerator.

Who are Lance White's colleagues at Morgan Stanley?

Lance White's colleagues at Morgan Stanley include Clara Chandler, Satvinder Singh, Nicky Singhania, Arjun Hebbar, and Melissa Lari.

How can I contact Lance White?

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

What schools did Lance White attend?

Lance White holds Executive Program from Singularity University.

What skills is Lance White known for?

Lance White is listed with skills including Financial Services, Step, and Services.

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