Lerner Winderbaum Team

Anna Winderbaum is a Managing Director and Private Wealth Advisor within Morgan Stanley’s Private Wealth Management division. Anna is the co-founder and co-leader of an experienced, multigenerational PWM team in New York. She has been advising wealth creators and families of significant wealth for over 25 years. Anna is a careful listener and seasoned investor who positions herself at the nexus of her clients financial and personal lives; from this vantage point, Anna advises and guides her clients through the complexities of wealth and the vicissitudes that accompany that wealth. She helps her clients not only invest, protect, and grow their capital, but also transfer their legacy to the next generation while ensuring that families are protected, educated, and fulfilled. She and her team deliver the vast capabilities of the Firm to their clients in a customized manner.

In 2024, Anna and her team were recognized as one of Forbes “Best-In-State Wealth Management Teams” and one of Barron’s “Top Private Wealth Management Teams.” Anna was also named on the Forbes “Best-In-State Wealth Advisors” list, the Forbes “Top Women Wealth Advisors” list, the Forbes “Best-In-State Women Advisor” list, and the Barron's “Top 1,200 Financial Advisors in the U.S.” list for the seventh consecutive year. In 2021, Anna was inducted into the Barron's Hall of Fame for appearing in a Barron's Top 100 Advisor ranking for 10+ years. At Morgan Stanley, Anna is the immediate past Co-Chair of the Private Wealth Management Advisory Council and is currently a member of the Alternative Investment Advisory Council. She was recognized as a MAKER for promoting women’s empowerment and demonstrating exceptional leadership.

Prior to Morgan Stanley, Anna served as a senior relationship manager at Credit Suisse Private Bank, where she co-headed one of their largest wealth management teams. Before her career in finance, Anna worked at The White House in the Clinton Administration and on Capitol Hill for a member of Congress. Anna is a member of the Tufts University Financial Network Advisory Committee and continues to be involved at a leadership level for UJA Federation as she has for the past 25 years.

She is a former member of the Board of Trustees of the Trevor Day School, the Caedmon School, and B’nai Jeshurun Synagogue in New York. Anna received her MBA from Columbia Business School and her B.A. from Tufts University. She resides in Manhattan with her husband and two sons. She is passionate about philanthropy, mentoring, fine dining, the arts, and travel.


2018-2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors) Source: Forbes.com (Awarded 2018-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.

2023, 2024, 2025 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded Jan 2023, 2024, 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.

2017-2022 Barron's Top 100 Women Financial Advisors Source: Barrons.com (Awarded June 2017-2022). Data compiled by Barron's based on 12-month period concluding in Mar of the year the award was issued. ​

2018-2023 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2018-20225Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2018-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

Barron's Hall Of Fame 2021 List
Source: The Barron’s “Hall of Fame” list, published throughout 2021 and based on Barron’s rankings received over the prior 10 years. The Barron’s Hall of Fame recognizes those advisors who have appeared at least 10 times on one of Barron’s annual Top 100 Advisor rankings. Those rankings are: Top 100 Advisors, Top 100 Women Advisors, and Top 100 Independent Advisors. Advisors considered for the Top 100 Advisors rankings have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Financial Advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, these rankings focus on customer satisfaction and quality of advice. The rankings may not be representative of any one client’s experience because they reflect a sample of all of the experiences of the Financial Advisor’s clients. The rankings are not indicative of the Financial Advisor’s future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Barron's in exchange for inclusion on the “Hall of Fame” list or any of its rankings. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. ©2022 Morgan Stanley Smith Barney LLC. Member SIPC.

Joseph Lerner is a Managing Director and Private Wealth Advisor in New York City. With over 22 years of investing experience in various aspects of the financial markets, Joseph leads an experienced team within Morgan Stanley’s Private Wealth Management division. He advises families of significant wealth on matters involving how they preserve, maintain, grow and transfer their wealth. Joseph draws upon his particular skills as a longtime investor in equities, private equity and alternatives as well as his training as an attorney. Together, Joseph and his team deliver the vast capabilities of the Firm in a customized and relevant manner to solve complex investment considerations.

In 2024, Joseph and the team were recognized as one of Forbes “Best-In-State Wealth Management Teams” and one of Barron’s “Top Private Wealth Management Teams.” In 2025, Joseph was also recognized by Barron's as one of the “Top 1200 Financial Advisors” in the United States for the fifth consecutive year. Also in 2023, Joseph was recognized by Forbes Magazine as one of “America’s Best-in-State Wealth Advisors” for the fifth year in a row.

Prior to joining Morgan Stanley in 2015, Joseph served as a senior relationship manager at Credit Suisse Private Bank in New York for 15 years after starting his career in wealth management at Donaldson, Lufkin and Jenrette in 1999. Prior to CS/DLJ, Joseph worked in the alternatives space in both hedge funds and private equity.

Joseph graduated from Benjamin N. Cardozo School of Law with a Juris Doctor and is an inactive member of the NY Bar Association. He received his B.A. from the University of Western Ontario. He was a former executive board member of the JCC of Tenafly, New Jersey. He has previously served on various finance and investment sub-committees for local non-profits. He resides in New Jersey with his wife and four children.

2023, 2024, 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023, 2024, 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.

2018-2023 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2018-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2018-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

Lane is a Private Wealth Advisor with the Lerner Winderbaum Team at Morgan Stanley. As a CERTIFIED FINANCIAL PLANNER™ and Workplace Advisor specializing in Equity Compensation, she advises a select clientele of successful entrepreneurs, corporate executives, and their families.

In 2025, 2024, 2023 and 2022, Lane was named a member of the Morgan Stanley Pacesetter's Club, a global recognition program for Financial Advisors who, early in their career, have demonstrated the highest professional standards and first-class client service. In 2022, Lane earned the designation of Family Wealth Director, which is a highly regarded designation held by fewer than 5% of Morgan Stanley’s Financial Advisors. As a Family Wealth Director, Lane and her team tap an expansive suite of resources that span Family Governance, Family Wealth Education, Family Office Resources, Philanthropy Management, Estate Strategies, Trust Services, Insurance, and Lifestyle Advisory. Lane is also a member of Morgan Stanley’s Next Generation Working Committee, a select group of young Private Wealth Advisors committed to advancing our engagement with the next generation of clients.

Prior to joining the team, Lane worked for Morgan Stanley’s Private Wealth New York Complex Management Team supporting Private Wealth Advisors with financial planning and modern wealth management practices. Before joining Private Wealth, Lane spent 2 years in the Morgan Stanley Wealth Management Rotational Analyst Program. Lane graduated Magna Cum Laude from Bucknell University, where she received a B.S. in Business Administration and a minor in Theatre. Lane holds the Series 7, 63, and 66 licenses.

Outside of Morgan Stanley, Lane is on the Board of Regents for Mercersburg Academy and is on the Investment Committee of Brown Ledge Camp, an all-girls camp in Vermont. She is also an active mentor with Student Sponsor Partners, an NYC-based nonprofit focused on giving at-risk students an opportunity to receive a non-public high school education.

Lane resides in New York City. In April 2023, she completed the Abbott World Marathon Majors, a series of six of the largest and most renowned marathons in the world.

Kyle Rubbinaccio is a Private Wealth Advisor for the Lerner Winderbaum Team at Morgan Stanley. Kyle primarily focuses on constructing and managing tailored investment strategies and works closely with clients to develop customized financial plans involving wealth transfer, trust & estate planning, cash flow modeling and liability management. He also conducts due diligence on alternative investments and co-manages the team’s equity strategy.

Kyle grew up in New Jersey and graduated from the University of Notre Dame with a Bachelor of Business Administration and a Master of Business Administration. He was also a pitcher on the varsity baseball team for the Fighting Irish. Prior to joining the team in 2018, Kyle worked as a PWM Analyst for Morgan Stanley in Chicago, where he focused on portfolio analysis, market research and performance reporting.

Kyle resides in Manhattan and enjoys golfing, running, traveling and playing fetch with his Australian Shepherd.

He is FINRA registered and holds Series 7 and 66 licenses.

NMLS#: 2634115

Deanna joined the Lerner Winderbaum Team in 2000. With over 22 years of wealth management experience, Deanna oversees all of the team's administrative and operational activities. She is responsible for all transactional activity for the team. Deanna drives the client experience by ensuring that client needs are promptly met on an ongoing basis. She also supports the team's efforts to create and implement highly customized investment strategies.

Deanna graduated Magna Cum Laude from Tulane University with a B.A. in economics.

Deanna lives in New York City with her husband and 2 sons. When not cheering from the sidelines of her sons’ sports games, Deanna enjoys traveling and time with family and friends.

Drawing on over 25 years of experience in the financial services industry, Rebecca helps with all marketing, reporting, research, and administrative matters. She handles a great deal of the team's trading, oversees the account maintenance process, and plays an instrumental role in creating client presentation materials. Rebecca is dedicated to the client experience. She provides exceptional service and ensures proper execution of all investment and administrative matters.

Prior to joining the team, Rebecca worked for Seaport Securities, her family-owned brokerage firm which was founded in 1972.

Rebecca is on the Board of Trustees at The Frederick Gunn School. She is also a member of the Philanthropic Committee, the Tikkun Olam committee, and a Gather Leader at Temple Emanu-El.

Rebecca received her B.S. in communications from Northeastern University

Danny is a Registered Client Service Associate for The Lerner Winderbaum Team who joined both the team and firm in June of 2022. Some of Danny’s responsibilities include account opening and maintenance, conducting equity and syndicate trading, executing journals and wire transfers, and managing ongoing client communications and team marketing efforts. Danny holds his SIE, Series 7, and Series 66 licenses.

Born and raised in New Jersey, Danny graduated cum laude from The College of New Jersey (TCNJ) where he earned a B.S. in Finance with a minor in Psychology. At TCNJ, he helped to establish a new fraternity on campus, was involved in a business fraternity (Delta Sigma Pi), volunteered in the business school’s peer mentoring program, and played for the school’s Club Baseball team.

Danny resides in New York City. He enjoys spending time with friends and family, playing tennis and basketball, and rooting for his favorite New York sports teams.

Katie Markham has joined our team as a Portfolio Management Associate. Katie began her career as an analyst for Citi’s Private Bank, where she developed a strong foundation in investments, wealth management, and client relationship building. Katie played Division I tennis and graduated cum laude with a bachelor’s degree in finance from Providence College. While currently residing in Manhattan, Katie is originally from Park City, Utah. She enjoys skiing, playing pickle ball, and playing golf in her free time.

Katie is FINRA registered and holds her SIE, Series 7, and Series 66 licenses.

Lily is a PWM Team Associate for the Lerner Winderbaum Team. Lily spent her junior year summer with the team, and after graduating from The Zicklin School of Business at Baruch College, she began her career at LifeSci Partners. At LifeSci, Lily and a small group of professionals built out a subsidiary business focused on the expert network business to support Biotech and Lifesciences investors. While there she was a significant revenue producer and team leader. She then joined another team at LifeSci Partners where she worked directly with biotech and life sciences companies at various inflection points in their capital raising and ultimately public offering. Originally from Englewood, New Jersey, Lily, and her husband now live on the Upper East Side.