South Bay Market Office

Tricia Benner is the Managing Director and Market Executive for Morgan Stanley’s South Bay Market in Northern California. She is responsible for 6 Wealth Management offices stretching from San Jose south to the Monterey Peninsula with oversight of 140 Financial Advisors managing over $35 billion in assets.

Throughout her 30 plus year career, Tricia has served in a number of leadership positions within the firms Wealth Management Division. Tricia currently serves on the firm’s Branch Manager’s Advisory Council and has been named as a Top Branch Manager by On Wall Street Magazine on numerous occasions. She is recognized by the firm for her efforts in supporting diversity and inclusion and was most recently named a Morgan Stanley Maker. This honor recognizes women and men who serve as advocates, groundbreakers, and innovators that champion and sponsor women within the organization.

Tricia is a big believer in the power and value of advice when it comes to client’s finances. Our advisors have access to world class advice, technology, and the skills to implement a strategy to reach your goals. She is proud of the work her Financial Advisors provide their clients in delivering first-class business in a first-class way. With an exceptional management team, dedicated Advisors and staff, Tricia’s South Bay Market embraces a culture of excellence and teamwork.

Tricia values giving back to our communities and supports our local University in helping students prepare for a career in finance. She also supports many organizations that provide food to end hunger throughout the Bay Area. She is graduate from Virginia’s University of Lynchburg with a degree in Business Administration. Tricia resides in Tiburon, CA with her husband Kurt, and has three children, Kristen, Will and Michael.

Whitney Rohrer serves as Market Manager for the Silicon Valley Center Market Cluster of Morgan Stanley, entrusted with growing and protecting a thriving business for one of Morgan Stanley’s most successful markets. Therefore, one of her top priorities is ensuring that her Financial Advisors are reaching their full potential and connected to the heartbeat of the firm’s leading ideas and top resources.

Whitney fosters a culture of “doing the right thing”, taking pride in the strong morale and consistent business results of her team. Her advisors are skilled at leveraging Morgan Stanley’s industry-leading capabilities to advise and serve clients holistically. Within the branch, Whitney cares about her team on a personal level and champions career development at every stage, with a focus on attracting the best external talent to the firm. She also encourages collaboration between her service and risk teams to create new opportunities for clients, while upholding the highest standards of ethics and compliance.

Whitney understands what it takes to succeed as a Financial Advisor, having started as an advisor herself in 2005. Her passion for helping advisors and therefore having broader client impact drew her to a region leadership role in 2012 and she joined Morgan Stanley in 2019 as an Associate Market Manager in the San Francisco/Hawaii market. Whitney earned her BA in Italian/International Business from Georgetown University and studied International Business at L’Universita Bocconi in Milan. This unique experience made Whitney the perfect choice to lead a market with such a strong international clientele.

Whitney calls San Francisco home, where she resides with her husband Marc and their two wonderful sons, William and Benjamin. A native Texan, she enjoys horseback riding, travel, and watching her sons play soccer. Whitney is active in her community where she’s a member of the San Francisco Ballet Auxiliary and the MS Global Wellbeing Influencer Network.

Colleen O’Brien is a Senior Vice President and Branch Manager with over 30 years in the industry. Born and raised in the Bay Area, she began her career Dean Witter/Morgan Stanley in San Francisco. She became one of the Pacific Region’s first female Branch Managers with her assignment in San Rafael, California in 2000.

In 2007 she was recruited to Charles Schwab to help them incorporate the sale of professional managed accounts, a segment they were just implementing with their financial consultants. Along with Branch Leadership in the Oakland/Berkeley markets, she was a media expert for Schwab presenting their financial content in television, radio and print campaigns.

In 2021, she returned to Morgan Stanley to lead the retail office in Santa Cruz, California.

A graduate of Saint Mary’s College in Moraga, she enjoys family, travel, golf and hiking.

Robert M. Rettig is the Branch Manager serving Morgan Stanley Wealth Management South
Bay Market in Los Gatos. Robert began his career in financial services in 1999. Prior to his
current role, Robert served as an Associate Market Manager in the South Coast Market,
Associate Regional Manager for Morgan Stanley Private Bank in Central Region and Region
Manager for the Great Lakes and Southeast Regions at the firm. Prior to joining the firm, Robert
was as a Financial Advisor at Merrill Lynch.

Robert lives in Los Gatos, California with his family. Outside of the office, Robert
volunteers his time working with various organizations dedicated to
helping the underprivileged in both the United States as well as developing
countries around the world. He enjoys motorcycle riding, scuba diving, and
traveling.