Eric B. Lordi is Managing Director and Head of Platform Development for Morgan Stanley Wealth Management.
In this role, Eric is responsible for bringing together platform initiatives centered around advice delivery tools for our FAs. The centerpiece of which is WealthDesk, a new award-winning platform (MMI 2018) bringing together planning, advisory, and risk management capabilities in a seamless FA environment.
Furthermore, Eric manages a broad team charged with building, managing, and training on this toolset; ultimately positioning to both the field and senior management, how the firm’s value add components come together to grow our wealth management business.
Prior to joining Morgan Stanley, he worked for Merrill Lynch, as Head of Merrill Lynch One strategy and business development, and executed on consolidating multiple investment advisory products into one single platform. He has been in the industry for 17 plus years, in a variety of strategic roles, and began his career as a Trust and Estate lawyer.