45 North Group at Morgan Stanley

John is a Senior Vice President with The Forest Park Group at Morgan Stanley. He prides himself on the personal relationships he has fostered with clients over the last 35 years and derives great satisfaction from helping them plan, pursue, and achieve their financial goals.

After earning his bachelor’s degree in Business from Oregon State University, John began his career in the financial services industry at Shearson/American Express and then went on to work at Smith Barney. John joined Morgan Stanley in 2009, when the two firms merged.

Along with their decades of experience helping clients navigate the ups and downs of life, John, as one of the Forest Park Group’s three principal advisors, is proud that his team now also offers clients new ideas and perspectives brought by its two younger members, Brian Schuler and Alex Blank.

John has been married for nearly 40 years to his wife, Diane Lorenz. The couple takes great pleasure in spending time with family, including their five grandchildren, and enjoying the outdoors, golfing, biking, skiing and fly-fishing. Outside of the office, John is also active with the Oregon State University Foundation and the OSU School of Business in a mentorship role.

Doug is a Senior Vice President and Financial Advisor with the Forest Park Group in Portland, Oregon. He is a third-generation financial advisor following in the footsteps of his father and grandfather. Doug began his career with Blakely, Strand, and Williams—a local Portland brokerage firm that his grandfather started in 1929—and after the business was sold in 2009, Doug joined Morgan Stanley. He prides himself on having served multiple generations of clients. With 30 years of experience in equity and fixed-income markets, Doug has extensive knowledge in building municipal bond portfolios and total return investments.

Doug graduated from the University of Oregon with a degree in Business Management. He has been married to his wife, Kim, for 37 years, and they have 2 grown sons, Charlie and Henry. Doug and Kim split their time between Portland and Sun Valley, Idaho. In their spare time, Doug volunteers for Higher Ground and Kim with the Oregon Humane Society. Out of the office, Doug enjoys skiing, golfing, snow shoeing and fly fishing.

As a Senior Vice President and Financial Advisor with The Forest Park Group at Morgan Stanley, Brad prides himself on seeking to provide his clients with unrivaled customer service and guidance toward helping clients achieve their financial goals. In addition to his team’s collective years of experience, Brad also attributes their success to keeping investment choices simple for their clients and to the competency of their entire staff.

Brad learned the importance of putting customers first as a young boy, working for his family’s women’s shoe business. A graduate of the University of Oregon, he was introduced to the financial industry through his father-in-law and quickly saw it matched his interest in advising and working one-on-one with clients. Brad began his career in 1983 at Merrill Lynch, where he stayed until 2001, when he left to join Smith Barney.

A lifelong Lake Oswego resident, Brad is dedicated to his community and the people who live there. He loves living in the Pacific Northwest with his wife of 42 years, Kate, and spends his free time engaging in Oregon duck sports, traveling, and visiting with his three children and four grandchildren.

For Brian, the most enjoyable aspect of being a Certified Financial Planner and Senior Portfolio Manager at Morgan Stanley is the satisfaction he derives from having a positive impact on some of the most personal and critical aspects of his clients’ lives.

As a graduate of West Point and member of the U.S. Army, Brian strongly advocates planning for the best but preparing for the worst. As life rarely goes according to plan, the purpose of planning, Brian notes, is to identify goals and objectives and to develop a framework for achieving them. Establishing a framework requires considering risks, alternative paths, and identifying contingencies ahead of time. This preparation, he believes, enables better decision-making and improves outcomes when clients encounter changes.

Inspired by a financial advisor who helped him early in his Army career, Brian went on to earn a master’s degree in business administration at the University of Maryland and entered the financial services industry in 2002, working for Strand, Atkinson, Williams, & York, and joining Morgan Stanley in 2008.

Brian has been married for 29 years to his wife, Delyn, who is also a graduate of West Point and currently works as an emergency nurse at PeaceHealth Vancouver hospital. When not at work, he enjoys running, hiking, skiing and golf. With the couple’s two children, Heidi and John, grown and out of the house, their 3-year-old Cockapoo, Ranger, he says, is now in charge.

James W North

As a financial advisor with the Forest Park Group at Morgan Stanley Jim enjoys engaging with his clients and seeing how his team’s advice has a positive impact across several generations of family lives. Jim has over 27 years of experience at Morgan Stanley.

Jim is an MBA graduate of the University of Texas at Austin where he was President of the Graduate Business council.

Financial and Estate planning for successful families is a focus for him and his team. This objective is completed prior to them assembling an investment portfolio that best achieves their financial objectives as well as their life goals. He feels that advisors must also understand the risk tolerance of their clients before initially making recommendations on an investment portfolio so that they can best endure market volatility and unexpected events during their lifetime.

He has been married to his wife, Judy, for over 35 years. She has worked in commercial real estate development as well as successful nonprofits. For recreation he enjoys classic cars, flying, scuba diving, golf and tennis.

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Brady is a Cincinnati native who graduated from the University of Cincinnati in 2020 with a B.A. in Finance and Entrepreneurship. He joined Morgan Stanley in 2022 in Baltimore, Maryland where he supported a Baltimore based team. Recently, he moved with his girlfriend to NW Portland where he’d later join our team in May of 2024. Brady is fully licensed and currently handles all things client service related.

In his spare time, he enjoys reading, playing sports and spending time with friends and family.