Anna Winderbaum

Anna Winderbaum is a highly accomplished Managing Director and Private Wealth Advisor at Morgan Stanley's prestigious Private Wealth Management division in New York. With over 22 years of experience, Anna is dedicated to providing customized financial solutions to wealthy families, family offices, and foundations, helping them navigate the complexities of wealth and personal circumstances.

Acknowledged for her outstanding contributions, Anna has been featured on various esteemed lists, including Crain's Notable Women in Finance, Forbes' America's Best-in-State Wealth Advisors and Top Women Wealth Advisors, Barron's Top Financial Advisors in the U.S. and Top Women Financial Advisors, Financial Times' Top 400, and Working Mother and SHOOK Research's Top Wealth Advisor Moms.

In addition to her role at Morgan Stanley, Anna has an impressive career background, having served as a Senior Relationship Manager at Credit Suisse Private Bank and held positions at The White House in the Clinton Administration and on Capitol Hill. Anna is actively involved in several organizations, including serving on the External Advisory Board of the Institute for Global Leadership at Tufts University and the Board of Trustees of the Trevor Day School, while also contributing her leadership skills to UJA-Federation of New York.

Anna holds a prestigious MBA from Columbia Business School and a BA in International Relations from Tufts University. She currently resides in Manhattan with her husband and two sons, showcasing a commendable balance between her successful career and personal life.