Andrew Lunney
Executive Director - COO - Wealth Management Capital Markets at Morgan Stanley | San Francisco, California, United States
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As the Executive Director and COO of Wealth Management Capital Markets at Morgan Stanley, Andrew Lunney plays a pivotal role in shaping the strategic direction of the firm’s capital markets operations. With over 15 years of experience in the financial services industry, Andrew has honed his expertise in capital markets, alternative investments, and trading, making him a key asset in navigating the complexities of today’s financial landscape. In his current role, he partners closely with the Head of Capital Markets to lead a dynamic team dedicated to delivering comprehensive sales advice, insightful content, and efficient trade execution services across a diverse array of investment products, including equity, fixed income, structured investments, options, and foreign exchange.
Andrew’s leadership is instrumental in driving large-scale business transformation initiatives that enhance operational efficiency and client satisfaction within the Wealth Management division. His strategic vision is complemented by a strong foundation in business intelligence, enabling him to leverage data-driven insights to inform sales strategies and optimize trading processes. A skilled public speaker, Andrew is not only adept at articulating complex financial concepts but also excels in fostering collaboration among stakeholders to achieve shared goals.
Key projects under Andrew’s stewardship include the development of innovative trading platforms that streamline execution processes and enhance client engagement, as well as initiatives aimed at expanding the firm’s offerings in structured products and securities lending. His commitment to excellence and passion for empowering his team have positioned Morgan Stanley as a leader in the capital markets space, ensuring that clients receive unparalleled service and expertise in their investment journeys.
Executive Director - COO - Wealth Management Capital Markets at Morgan Stanley in December 2018 to Present
Executive Director - Co-Head of Strategy and Business Development, Investment Solutions at Morgan Stanley in March 2017 to December 2018
Vice President - Capital Markets at Morgan Stanley in August 2013 to March 2017
Manager - Capital Markets at Morgan Stanley in August 2012 to August 2013
Associate - Project Management Office (PMO) at Morgan Stanley in July 2010 to August 2012
Analyst - Rotational Analyst Program at Morgan Stanley in July 2008 to July 2010
Alternative Investments Intern at Centara Capital in June 2006 to August 2006
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Capital Markets
Portfolio Management
Alternative Investments
Strategy
Wealth Management
Trading
Investments
Fixed Income
Project Management
Business Development
Management
Financial Modeling
Equities
Sales Strategy
Performance Metrics
Metrics Reporting
Business Intelligence
Non-profit Consulting
Data Mining
Public Speaking
Large Scale Business Transformation
Business Planning
Management Consulting
Budget Management
Business Objects
Tableau
Financial Services
Analytics
Leadership
Analytical Skills
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Discover more about Morgan StanleyWhat is Andrew Lunney email address?
Email Andrew Lunney at [email protected] and [email protected]. This email is the most updated Andrew Lunney email found in 2026.
What is Andrew Lunney phone number?
Andrew Lunney phone number is +18582046260.
How to contact Andrew Lunney?
To contact Andrew Lunney send an email to [email protected] or [email protected]. If you want to call Andrew Lunney try calling on +18582046260. (updated on November 04, 2024)
What company does Andrew Lunney work for?
Andrew Lunney works for Morgan Stanley
What is Andrew Lunney's role at Morgan Stanley?
Andrew Lunney is Executive Director - COO - Wealth Management Capital Markets
What industry does Andrew Lunney work in?
Andrew Lunney works in the Financial Services industry.
Andrew Lunney Email Addresses
Andrew Lunney Phone Numbers
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