Lance White Email and Phone Number
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Lance White phone numbers
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.
Morgan Stanley
View- Website:
- morganstanley.com
- Employees:
- 501
- Company phone:
- (212)761-4000
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Managing Director, Wealth Advisor, Financial AdvisorMorgan Stanley Oct 2019 - PresentNew 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 -
Senior Vice President, Senior Portfolio ManagerUbs Financial Services, Inc. Sep 2008 - Oct 2019Zurich, ChNew Albany Wealth Management GroupUBS Financial Services, Inc.180 Market StreetNew Albany OH 43054Additional OfficeNaples, Florida -
Mentor10-Xelerator Jun 2011 - Dec 201310-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.
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JudgeStartup Weekend Jul 2011 - Jul 2013Boulder, Colorado, UsStartup 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 -
Advisor1492 Accelerator Nov 2011 - Nov 20121492 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.
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PartnerOhio Technology Angel Fund 2005 - 2012The 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.
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Board MemberMake-A-Wish Foundation 2003 - Apr 2009Phoenix, Arizona, Us -
Senior Vice President, Wealth Advisor, Portfolio ManagerMorgan Stanley Oct 1995 - Sep 2008New York, Ny, UsMember of Morgan Stanley's Elite - Chairmans Club, Equity Club -
Board MemberFellowship Of Christian Athletes 1998 - 2002Us -
InternSmith Barney Jan 1992 - Dec 1994New York, Ny, Us
Lance White Skills
Lance White Education Details
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Singularity UniversityExecutive Program -
University Of Pennsylvania - The Wharton SchoolSenior Consultant -
The Ohio State UniversityEconomics And International Business -
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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