Member
Anna Winderbaum has been advising wealthy families, foundations and family offices on a comprehensive and holistic basis for over 20 years. She works closely with clients to analyze their overall asset allocation and structure integrated and customized investment solutions that are designed to meet their current and long-term goals. Anna also helps her clients navigate the complexities of wealth and the changes of circumstance that occur in their business and personal lives. Anna co-leads an experienced seven person team within Morgan Stanley’s Private Wealth Management division. Together, Anna and her team deliver the vast capabilities of the Firm to their clients in a highly customized manner.
In 2018, Anna was recognized by Barron’s as one of the "Top 100 Women Financial Advisors" in the United States for the seventh year and in 2019 as one of the Top 1200 Financial Advisors in the United States for the third year. Anna was also recognized by Forbes Magazine as one of “America’s Best-in-State Wealth Advisors” in 2018 & 2019 and as one of the “Top Women Wealth Advisors” in 2018.
Prior to joining Morgan Stanley in 2015, Anna served as a senior relationship manager at Credit Suisse Private Bank in New York, where she co-headed one of their largest wealth management teams. Before entering her career in finance and investing, Anna worked at The White House in the Clinton Administration and on Capitol Hill for a member of Congress.
Anna is the Co-Chair of the Morgan Stanley Private Wealth Management Advisory Council and is a member of the Chairman’s Club. She currently serves on the Board of Trustees of the Trevor Day School in Manhattan and has held many leadership roles for UJA-Federation on a national and local level. Anna is also a former member of the Board of Trustees of the B’nai Jeshurun Synagogue and The Caedmon School in New York. Anna received her MBA in finance from Columbia Business School and her B.A. in international relations from Tufts University.