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Anna Winderbaum
Private Wealth Advisor, Managing Director at Morgan Stanley Private Wealth Management
Anna Winderbaum is a Managing Director and Private Wealth Advisor at Morgan Stanley Private Wealth Management, based in New York City.13 With over 20 years of experience, she specializes in advising wealthy families, foundations, and family offices on a comprehensive and holistic basis.4
Career Highlights
Anna co-leads a team at Morgan Stanley that manages approximately $2 billion in assets.5 She has been recognized for her expertise and success in the field, consistently appearing on prestigious lists such as:
- Forbes Top Women Wealth Advisors
- America's Best-in-State Wealth Advisors
- Barron's Top 100 Women Financial Advisors in the U.S.
- Barron's Top 1,200 Financial Advisors in the U.S.1
Professional Roles
At Morgan Stanley, Anna holds several key positions:
- Managing Director, Private Wealth Management
- Private Wealth Advisor
- Workplace Advisor - Equity Compensation
- Co-Chair of Morgan Stanley's Private Wealth Management Advisory Council12
Background and Education
Anna's journey to Wall Street was not direct. She grew up in Queens, New York, in a family that valued education and philanthropy. After working in the White House for over two years, she pursued an MBA from Columbia Business School, where she discovered her passion for finance and capital markets.1
Approach to Wealth Management
Anna's success is attributed to her ability to listen to clients and understand their needs. She focuses on designing custom investment solutions to help families meet their life goals.15 Her expertise includes:
- Advising on comprehensive wealth management strategies
- Working with some of the nation's wealthiest families
- Designing custom investment solutions
- Helping clients plan for their futures1
Anna Winderbaum's LinkedIn profile (username: anna-winderbaum-2aa789142) reflects her current position at Morgan Stanley Private Wealth Management.3
