Joseph Lerner advises families of significant wealth on matters involving how they preserve, maintain, grow and transfer their wealth. With over 22 years of investing experience in various aspects of the financial markets, Joseph and his partner, Anna Winderbaum, lead a seven person team within Morgan Stanley’s Private Wealth Management division. 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 2018, Joseph was recognized by Barron's as one of the Top 1200 Financial Advisors in the United States and by Forbes Magazine as one of America’s Best-in-State Wealth Advisors. 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 & 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, and serves on the executive board of the JCC of Tenafly, New Jersey. He has previously served on various finance & investment sub-committees for local non-profits.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative