Lee Bertram
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Lee Bertram Email & Phone Number

Equity Trade Implementation at Morgan Stanley
Location: Greater Boston, United States, United States 6 work roles 2 schools
1 work email found @morganstanley.com 1 phone found area 617 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email l****@morganstanley.com
Direct phone (617) ***-****
LinkedIn Profile matched
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Current company
Morgan Stanley
Role
Equity Trade Implementation
Location
Greater Boston, United States, United States
Company size
78669 employees

Who is Lee Bertram? Overview

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Quick answer

Lee Bertram is listed as Equity Trade Implementation at Morgan Stanley, a company with 78669 employees, based in Greater Boston, United States, 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

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

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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
Morgan Stanley
Equity Trade Implementation
new york, new york, united states
Website
morganstanley.com
Employees
78669
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Company profile
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6 roles

Lee Bertram work experience

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

Vice President

Current
Morgan Stanley

Boston, Massachusetts, United States

Jan 2022 - Present

Senior Portfolio Management Associate

Eaton Vance

Boston, Massachusetts

Nov 2019 - Feb 2022

Portfolio Management Associate

Eaton Vance

Boston, Massachusetts

Mar 2017 - Nov 2019

Senior Investment Operations Specialist

Eaton Vance

Boston, Massachusetts

Assist our Diversified Fixed Income, High Yield, and Equity trading desks from an operational perspective.

Feb 2014 - Mar 2017

Account Administrator

Bny Mellon

Everett, MA

Primary contact for two buy-side clients handling a variety of custody tasks/procedures.

Sep 2012 - Feb 2014

Portfolio Accountant

State Street Bank

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 →

PM Paul Markis Paul Markis Colleague at Morgan Stanley New York, New York, United States, United States View → RJ Richard J. Rosu-Myles, Cima® Richard J. Rosu-Myles, Cima® Colleague at Morgan Stanley Portland, Maine Metropolitan Area, United States View → PB Patrick Biggs Patrick Biggs Colleague at Morgan Stanley New York City Metropolitan Area, United States View → MT Matthew Thompson Matthew Thompson Colleague at Morgan Stanley New York City Metropolitan Area, United States, United States View → RE Ryne Ely Ryne Ely Colleague at Morgan Stanley Columbus, Ohio Metropolitan Area, United States View → AN Anthony Nina Anthony Nina Colleague at Morgan Stanley New York City Metropolitan Area, United States View → BG Beth Greisman Beth Greisman Colleague at Morgan Stanley New York City Metropolitan Area, United States View → VJ Veronica Johnson Veronica Johnson Colleague at Morgan Stanley London, England, United Kingdom, United Kingdom View → VW Vincent Wang Vincent Wang Colleague at Morgan Stanley United States, United States View → EP Elizabeth P. Torrey Elizabeth P. Torrey Colleague at Morgan Stanley Washington DC-Baltimore Area, United States, United States View →
2 education records

Lee Bertram education

Master’S Degree, Finance, General

Suffolk University

Bachelors Of Science, Finance

Suny New Paltz

Activities and Societies: New Paltz Men's BasketballFinance Major

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, 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 Paul Markis, Richard J. Rosu-Myles, Cima®, Patrick Biggs, Matthew Thompson, and Ryne Ely.

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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