Vice President
Current
Jan 2022 - Present
AeroLeads people directory · profile
Lee Bertram Email & Phone Number
Equity Trade Implementation
at
Morgan Stanley
1 work email found
@morganstanley.com
1 phone found area 617
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Equity Trade Implementation
Location
Greater Boston, United States
Company size
Who is Lee Bertram? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Lee Bertram is listed as Equity Trade Implementation at Morgan Stanley, a with 78669 employees, based in Greater Boston, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 617, and a matched LinkedIn profile for Lee Bertram.
Lee Bertram previously worked as Vice President at Morgan Stanley and Senior Portfolio Management Associate at Eaton Vance. Lee Bertram holds Master’S Degree, Finance, General from Suffolk University.
Company email context
Email format at Morgan Stanley
This section adds company-level context without repeating Lee Bertram's masked contact details.
{first}.{last}@morganstanley.com
89% confidence
AeroLeads found 1 current-domain work email signal for Lee Bertram. Compare company email patterns before reaching out.
Profile bio
About Lee Bertram
Head of Equity Trade Implementation at Eaton Vance Equity with a demonstrated history of working in the investment management industry. Skilled in Portfolio Construction, Tax Management, Equity Income Solutions, Corporate Actions, with Middle and Back Office experience. Strong finance professional with an MBA focused in Finance from Suffolk University.
Listed skills include Financial Services, Securities, Investments, Equities, and 20 others.
Current workplace
Lee Bertram's current company
Company context helps verify the profile and gives searchers a useful next step.
Morgan Stanley
6 roles
Lee Bertram work experience
A career timeline built from the work history available for this profile.
Senior Portfolio Management Associate
Nov 2019 - Feb 2022
Portfolio Management Associate
Mar 2017 - Nov 2019
Senior Investment Operations Specialist
Assist our Diversified Fixed Income, High Yield, and Equity trading desks from an operational perspective.
Feb 2014 - Mar 2017
Account Administrator
Primary contact for two buy-side clients handling a variety of custody tasks/procedures.
Sep 2012 - Feb 2014
Portfolio Accountant
Provide, reconcile, and monitor daily cash balances and activity for a large client.
Jun 2011 - Nov 2012
Team & coworkers
Colleagues at Morgan Stanley
Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →
KR
Kai Ricketts
Colleague at Morgan StanleyMiami, Florida, United States
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DP
Duc Phan
Colleague at Morgan StanleySan Jose, California, United States
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DS
Debra S.
Colleague at Morgan StanleyWesley Chapel, Florida, United States
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AN
Adil Nussipov
Colleague at Morgan StanleyBudapest, Hungary
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JP
Jeff Piwnicki
Colleague at Morgan StanleyGreater Chicago Area, United States
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MS
Michael Schwartzman
Colleague at Morgan StanleyBrooklyn, New York, United States
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PP
Pratibha Pradeep
Colleague at Morgan StanleyBaltimore, Maryland, United States
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NC
Nilesh Chauhan
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
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NK
Nate Kushner
Colleague at Morgan StanleyNew York, United States
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KN
Kritika Nema
Colleague at Morgan StanleyMumbai, Maharashtra, India
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Kai Ricketts
Colleague at Morgan StanleyMiami, Florida, United States
View →
DP
Duc Phan
Colleague at Morgan StanleySan Jose, California, United States
View →
DS
Debra S.
Colleague at Morgan StanleyWesley Chapel, Florida, United States
View →
AN
Adil Nussipov
Colleague at Morgan StanleyBudapest, Hungary
View →
JP
Jeff Piwnicki
Colleague at Morgan StanleyGreater Chicago Area, United States
View →
MS
Michael Schwartzman
Colleague at Morgan StanleyBrooklyn, New York, United States
View →
PP
Pratibha Pradeep
Colleague at Morgan StanleyBaltimore, Maryland, United States
View →
NC
Nilesh Chauhan
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
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NK
Nate Kushner
Colleague at Morgan StanleyNew York, United States
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KN
Kritika Nema
Colleague at Morgan StanleyMumbai, Maharashtra, India
View →
2 education records
Lee Bertram education
Master’S Degree, Finance, General
Suffolk University
Bachelors Of Science, Finance
FAQ
Frequently asked questions about Lee Bertram
Quick answers generated from the profile data available on this page.
What company does Lee Bertram work for?
Lee Bertram works for Morgan Stanley.
What is Lee Bertram's role at Morgan Stanley?
Lee Bertram is listed as Equity Trade Implementation at Morgan Stanley.
What is Lee Bertram's email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Lee Bertram at Morgan Stanley.
What is Lee Bertram's phone number?
AeroLeads has found 1 phone signal(s) with area code 617 for Lee Bertram at Morgan Stanley.
Where is Lee Bertram based?
Lee Bertram is based in Greater Boston, United States while working with Morgan Stanley.
What companies has Lee Bertram worked for?
Lee Bertram has worked for Morgan Stanley, Eaton Vance, Bny Mellon, and State Street Bank.
Who are Lee Bertram's colleagues at Morgan Stanley?
Lee Bertram's colleagues at Morgan Stanley include Kai Ricketts, Duc Phan, Debra S., Adil Nussipov, and Jeff Piwnicki.
How can I contact Lee Bertram?
You can use AeroLeads to view verified contact signals for Lee Bertram at Morgan Stanley, including work email, phone, and LinkedIn data when available.
What schools did Lee Bertram attend?
Lee Bertram holds Master’S Degree, Finance, General from Suffolk University.
What skills is Lee Bertram known for?
Lee Bertram is listed with skills including Financial Services, Securities, Investments, Equities, Bloomberg, Fixed Income, Bloomberg Terminal, and Portfolio Management.
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