AeroLeads people directory · profile

William Petit Email & Phone Number

Private Wealth Management Analyst at Morgan Stanley
Location: Menlo Park, California, United States 6 work roles 3 schools
1 work email found @morganstanley.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email w****@morganstanley.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Morgan Stanley
Role
Private Wealth Management Analyst
Location
Menlo Park, California, United States
Company size
501 employees

Who is William Petit? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

William Petit is listed as Private Wealth Management Analyst at Morgan Stanley, a company with 501 employees, based in Menlo Park, California, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for William Petit.

William Petit previously worked as Analyst at Morgan Stanley and PWM Client Operations & Equity Research at Morgan Stanley. William Petit holds Master'S Degree, Finance, General from University Of Oregon Lundquist College Of Business.

Company email context

Email format at Morgan Stanley

This section adds company-level context without repeating William Petit's masked contact details.

{first_initial}{last}@morganstanley.com
79% confidence

AeroLeads found 1 current-domain work email signal for William Petit. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About William Petit

I’m focused on equity valuation, financial modeling and analysis, portfolio risk management and ESG/impact investing. I have my SIE, Series 7 & Series 66 licenses. I graduated from SMU with a BS in Sports Management and a minor in Business; I graduated with Masters of Finance from University of Oregon in June 2022.

Listed skills include Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, and 10 others.

Current workplace

William Petit's current company

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

Morgan Stanley
Morgan Stanley
Private Wealth Management Analyst
New York City
Website
morganstanley.com
Employees
501
AeroLeads page
Company profile
View company profile Email format
6 roles · 7 years

William Petit work experience

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

Pwm Client Operations & Equity Research

Morgan Stanley

New York, NY, US

I help with investment management for ~3B AUM equity portfolios. Research and analyze for opportunities to improve performance against benchmark index. Focus on risk management strategies and tax advantaged decision making.

Sep 2022 - Oct 2024

Business Development & Operations

Wanderjaunt

Critical member of 400% portfolio growth in Austin, Texas. From 50 properties in 2019 to 250 in 2020.

2019 - 2020 ~1 yr

Game Day Operations Intern

Texas Legends

Frisco, TX, US

Created a snapchat filter during the 2015-16 season to increase social media presence in Frisco and the greater DFW marketplace.

Nov 2015 - May 2016

Private Wealth Management Intern

Morgan Stanley Wealth Management

New York, NY, US

- Shadowed 3 Financial Advisor teams, attending meetings, conference calls, and video calls- Reviewed and conducted research on stocks across many sectors, analysis given to FA’s- Gave guidance on LULU, FDX, AAPL and many more-Completed due diligence of current portfolios (highlighting any concerning positions) for 3 PWM teams

Jun 2014 - Aug 2014
Team & coworkers

Colleagues at Morgan Stanley

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

TP Tiago Paula Tiago Paula Colleague at Morgan StanleyLondon, England, United Kingdom, United Kingdom View → KR Karthik Reddy Karthik Reddy Colleague at Morgan StanleyMontreal, Quebec, Canada, Canada View → NS Nikeeta Singh Nikeeta Singh Colleague at Morgan StanleyBengaluru, Karnataka, India, India View → QH Qianwen Hu Qianwen Hu Colleague at Morgan StanleyLondon Area, United Kingdom, United Kingdom View → IB Irving Berman Irving Berman Colleague at Morgan StanleyNew York, New York, United States, United States View → SS Szilard Sallay Szilard Sallay Colleague at Morgan StanleyBudapest, Budapest, Hungary, Hungary View → AE Arlind Emini Arlind Emini Colleague at Morgan StanleyNew York, New York, United States, United States View → JM Jonas Maiyer Jonas Maiyer Colleague at Morgan StanleyKlagenfurt-Villach Area, Austria View → AL Andrew Lunney Andrew Lunney Colleague at Morgan StanleySan Francisco, California, United States, United States View → RE Ryne Ely Ryne Ely Colleague at Morgan StanleyColumbus, Ohio Metropolitan Area, United States View →
3 education records

William Petit education

Master'S Degree, Finance, General

University Of Oregon Lundquist College Of Business

High School Diploma

Menlo School

Bachelor’S Degree, Sports Marketing, Business

Southern Methodist University
FAQ

Frequently asked questions about William Petit

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

What company does William Petit work for?

William Petit works for Morgan Stanley.

What is William Petit's role at Morgan Stanley?

William Petit is listed as Private Wealth Management Analyst at Morgan Stanley.

What is William Petit's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for William Petit at Morgan Stanley.

Where is William Petit based?

William Petit is based in Menlo Park, California, United States while working with Morgan Stanley.

What companies has William Petit worked for?

William Petit has worked for Morgan Stanley, Uo Mig - Masters Investment Group, Wanderjaunt, Texas Legends, and Morgan Stanley Wealth Management.

Who are William Petit's colleagues at Morgan Stanley?

William Petit's colleagues at Morgan Stanley include Tiago Paula, Karthik Reddy, Nikeeta Singh, Qianwen Hu, and Irving Berman.

How can I contact William Petit?

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

What schools did William Petit attend?

William Petit holds Master'S Degree, Finance, General from University Of Oregon Lundquist College Of Business.

What skills is William Petit known for?

William Petit is listed with skills including Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, Customer Service, Research, Photoshop, and Social Media.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.