Erik Jepson

Managing Director, Head of Digital Marketing, Morgan Stanley Wealth Management

Erik Jepson is a Managing Director in Morgan Stanley Wealth Management, leading Digital Marketing.  Previously he led product development for Morgan Stanley’s digital advice solutions, launching Morgan Stanley Access Investing in 2017.  He has spent most of the past 20 years in product management, marketing and digital transformation, with leadership roles at Charles Schwab, Personal Capital, TradeStation, and E*TRADE.  He began his career as an Analyst within the Investment Management Group at Donaldson, Lufkin and Jenrette in New York City.  Erik holds an A.B from Princeton University and an M.B.A from Cornell University.