545 Group

Greg Vaughan is the founder and Managing Director of The 545 Group, a multi-generational team of 15 investment professionals within Morgan Stanley’s Private Wealth Management division. Located in Silicon Valley for over 40 years, Greg and his team have focused exclusively on the financial needs of highly accomplished entrepreneurs, venture capitalists, private foundations, and privately controlled corporations.

Greg and his team have garnered national recognition as one of the top wealth management practices in the country for their ability to provide exceptional service and investment performance for their clients. Recent accolades include:

• Barron’s America's Top 100 Financial Advisors #1 (2011-2015, 2009, 2022); #2 (2016-2020, 2023); #3 (2024)
• Barron's Top 1,200 Financial Advisors by State #1 (2018 - 2023); #2 (2024)
• Forbes America's Top Wealth Advisors (2017 – 2021)
• Forbes Best-In-State Wealth Advisors #2 (2020 - 2022), #3 (2019)
• Barron’s Advisor Hall of Fame
• Barron's America's Top 100 Private Wealth Management Teams

Through a process of understanding a client’s many complex financial needs, Greg and his partners take great pride in clearly explaining every aspect of their process and hold transparency and liquidity as key tenets of their investing philosophy. While their client base represents individuals with diverse backgrounds and wealth creation stories, there tends to be one common thread: clients have made significant wealth primarily from liquidity events in the capital markets and leverage their expertise and global resources to maintain and prudently grow significant wealth.

Originally from San Francisco, Greg graduated from the University of Arizona with a BS in Business and Finance and joined Dean Witter Reynolds upon graduation and moved to Morgan Stanley’s Private Wealth Management division shortly thereafter.

Within the community, Greg serves as a Trustee of Santa Clara University where his responsibilities include Chairman of University’s investment committee for the University’s Endowments. In addition, he currently serves as a Board Advisor at the Eller College of Management at the University of Arizona, as well as a board member for the Mid-Peninsula Boys and Girls Club. Greg is a Board Member for the Olympic Club Foundation.

NMLS# 1290664

2009, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2009, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.

2018, 2019, 2020, 2021, 2022, 2023, 2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2018, 2019, 2020, 2021, 2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

2017, 2018, 2019, 2020, 2021 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2017, 2018, 2019, 2020, 2021). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.

2019, 2020, 2021, 2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019, 2020, 2021, 2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Mark Douglass is a Managing Director, Private Wealth Advisor, and Sports and Entertainment Director with Morgan Stanley’s Private Wealth Management division. He is based in Morgan Stanley’s Silicon Valley office complex in Menlo Park, California, along with five business partners and a supporting team of six associates.

Mark earned a B.A. from the University of California, Los Angeles and an M.B.A. from the University of California, Berkeley. Mark joined Dean Witter Reynolds in 1983 and moved to Morgan Stanley’s Private Wealth Management Division in 1990.Mark was formally co-chair of the Morgan Stanley Private Wealth Management Advisory Council and active with local philanthropies, including Junior Achievement of Northern California and BizWorld.org. Mark was selected as a recipient of the 2023 Significant Sig Award for the Sigma Chi International Fraternity.

Mark Douglass has been featured in the following publications:
• Barron’s Top 100 Financial Advisors list since 2013, ranking in the Top 10 in 2019 -2022
• Barron’s Top 1200 Financial Advisors by State, ranking in the Top 10 since 2018
• Forbes America Top Wealth Advisors· Forbes Best-In-State Wealth Advisors, ranking in the Top 10 in 2019 –2022
• Forbes America Top 200 Wealth Management Teams, ranking #1 in 2022
• Barron’s Top 100 Private Wealth Teams list since incepted in 2019, ranking #2 in 2021 and 2022

Mark’s passions are: his wife and expanding family, spending time at their home in Big Sky, Montana, travel, photography, skiing and golf.

NMLS# 1297982

2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.

2018, 2019, 2020, 2021, 2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2018, 2019, 2020, 2021, 2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

2017, 2018, 2019, 2020, 2021, 2022 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2017, 2018, 2019, 2020, 2021, 2022). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.

2018, 2019, 2020, 2021, 2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018, 2019, 2020, 2021, 2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Jason Bogardus is a Managing Director, Private Wealth Advisor, with Morgan Stanley’s Private Wealth Management division. His finance career path started in the early 1990’s in Europe, then Asia Pacific and New York before meeting the 545 Group in 2000. It was the team’s culture of excellence, work ethic and passion that compelled him to join as an Associate in 2001.

Originally from Portland, Oregon, Jason earned a B.A. in World Political Economy from the Colorado College in 1993 and an M.B.A. from the Kenan-Flagler Business School at the University of North Carolina, Chapel Hill in 2000.

Jason is founder of the Eastside College Preparatory School’s Investment Club and a member of American Rivers’ national Board of Directors. Jason enjoys any excuse to be outside, whether it is skiing, cycling, or backpacking. Jason and his wife Meghan have two children and live in the San Francisco Bay Area.

NMLS#1297673

Katie Partridge is a Managing Director and Private Wealth Advisor with Morgan Stanley’s Private Wealth Management division. Katie joined Morgan Stanley Investment Management in the Alternatives Investment Group in 2007. In 2009, she was recruited into the Investment Banking division. Katie joined the Strategic Lead Management team in 2012 to focus on identifying and executing business opportunities that cross divisional groups. Katie joined the 545 Group in 2014.

Originally from the San Francisco Bay Area, Katie earned a B.A. in Economics from the University of California, Berkeley in 2002 and an M.B.A. with honors from the UCLA Anderson School of Management in 2007. Katie has been a Chartered Financial Analyst charter holder since 2005. Katie provides entrepreneurs and technology company executives customized pre- and post-liquidity solutions and guidance in the areas supporting investment allocation including: equity compensation analysis, access to liquidity, tax optimization strategies, trust and estate structuring, charitable giving, and insurance analysis. Katie is also a member of PIMCO Morgan Stanley PWM Advisory Council.

Katie lives in Woodside, CA with her husband and stepson. When not working or spending time with her family, Katie enjoys practicing yoga, creating and collecting art, and downhill skiing in Sun Valley.

NMLS#1310711

Katie Partridge has been featured in the following publications:
• Forbes America's Top Women Wealth Advisors 2025

Source: Forbes.com (Awarded February 2025). This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period 9/30/23-9/30/24.

Daniel Soares is a Managing Director, Private Wealth Advisor, and Family Wealth Director with Morgan Stanley’s Private Wealth Management division.

Dan earned a B.S. in Finance from Santa Clara University in 2007 and also studied at University College Dublin’s Quinn School of Business. Originally from the San Francisco Bay Area, he joined the 545 Group at Morgan Stanley Private Wealth Management in 2007.

While at Santa Clara University, Dan was recognized as an Academic All-American while competing on the Varsity Water Polo team. He remains actively involved in the Bronco Bench Network, mentoring current student-athletes at Santa Clara University, and also coaches youth water polo programs in the Bay Area.

Dan currently serves on the Board of Directors for Saint Francis High School and is a member of the National FA Advisory Council at Morgan Stanley.
He has been featured in the following publications:
• Forbes America’s Top Next-Gen Wealth Advisors
• Forbes America’s Top Next-Gen Wealth Advisors Best-in-State

Dan resides in Redwood City, California, with his wife, Casey, and their four children.

NMLS#1806044

Source: Forbes.com (Awarded 2021, 2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.

Trevor McDonough is an Executive Director and Private Wealth Advisor with Morgan Stanley’s Private Wealth Management division, joining the 545 Group as a partner in February of 2025. Trevor first joined Morgan Stanley in 2014 as an institutional equity salesperson based in San Francisco covering a mix of hedge funds, asset managers, pension funds and family offices.

Prior to joining Morgan Stanley, Trevor spent his early career at UBS first in the equity research department as a strategist before moving to the program trading desk. Trevor’s experience across the institutional equity landscape adds a unique skillset to the immense experience of the 545 Group.

Originally from Montclair, NJ, Trevor earned a B.B.A. in Economics from Loyola University Maryland (formerly Loyola College) in 2007 where he played first singles on the men’s varsity tennis team in his sole season with the program. Trevor has been a Chartered Financial Analyst charter holder since 2014. Outside of work, Trevor enjoys exploring the Bay Area along with carving out time for tennis, basketball, golf, and live music. Trevor currently resides in Corte Madera, CA with his wife Katrina and their two sons. When life permits, Trevor and his family enjoy spending as much time in Ocean City, NJ and Sun Valley, ID as possible.

Rachel Murfit is a Senior Vice President, Group Director with over 15 years of experience managing the operational, trading, and client service functions for high net worth clients. She joined Morgan Stanley Private Wealth Management in 2009 from UBS Private Wealth Management where she was in a similar role as a Registered Client Service Associate. Prior to that, Rachel worked as the Regional Office Administrator for the Northwest region at UBS.

Originally from Seattle, Rachel graduated from the University of Washington with a B.S. in Mathematics. She is a Certified Financial Planner™ (CFP " ) professional, insurance licensed, and holds the Series 7 and 66 registrations.

Rachel and her husband, Colin, have two children and live in the San Francisco Bay Area. She enjoys running, hiking, and practicing yoga.

Mary Tootell joined The 545 Group in May of 2013. She began her career in the securities industry at Dean Witter Reynolds, Inc. in Palo Alto in 1982, and she has held various management and supervisory roles since 1992.
Mary received a Bachelor of Arts from the University of California, Berkeley with an emphasis on American Economic History, and she maintains multiple securities industry licenses.
In 2009, she received the Guardianship Award from Morgan Stanley for outstanding risk management and leadership.
In her spare time, Mary enjoys playing golf with her family, trips to the beach with her dog, and visiting Carmel by the Sea. Born in New York and raised in the San Francisco Bay Area, Mary now lives in San Mateo with her husband, son, and the newest member of their family, a rescued Great Pyrenees puppy named Leopold.

Pallavi Iyer is a Wealth Management Associate and joined Morgan Stanley in early January 2017. Prior to this, Pallavi worked in Client Servicing at UBS Financial Services and Merrill Lynch for about five years.
She graduated with an MBA from India and holds the Series 7 and 66 registrations.
Pallavi started her career in Goldman Sachs in India and moved to the Bay Area in 2007. She lives in the East Bay with her husband and two kids and enjoys hiking, movies and trips to the beach.

Dana joined the 545 Group at Morgan Stanley in March 2020. Originally from the San Francisco Bay Area, Dana graduated with a B.S. in Agricultural Business from California Polytechnic State University, San Luis Obispo in 2018.

Dana currently holds the Series 7 and Series 66 registrations.

During her free time, Dana enjoys spending time outdoors with her husband, border collie, and three horses.

Tami Lautoa recently returned to Morgan Stanley to join the 545 group. She began her career in the securities industry working on the Options Floor at the Pacific Exchange in San Francisco in 1998 and maintains various securities and supervisory licenses. She brings with her over 15 years experience in wealth management, 12 of those years with Morgan Stanley and is very excited to be back!

Born and raised in San Francisco, Tami now resides on the Peninsula. When she isn’t working, she enjoys spending time with her family, hiking with her two dogs and watching her favorite bay area sports teams.

Born and raised in Honolulu, Hawaii, Jessalind has been proud to call the Bay Area her second home since joining the 545 Group at Morgan Stanley in June 2021. Prior to this, she worked at Bank of America Merrill Lynch. Jessalind also has professional experiences interacting with and serving international and domestic clients while based in Hong Kong, Los Angeles, and Hawaii.

In addition to earning her B.A. in International Relations Global Business with an emphasis in Finance from the University of Southern California, Jessalind holds the Series 7 and 66 registrations.

In her free time, Jessalind can be found practicing her backhand on the tennis court, checking the weather for her upcoming hike, or packing her suitcase in anticipation of her next travel adventure.

Melissa Talingdan joined Morgan Stanley Private Wealth Management in October of 2023. She has over 17 years of experience as a Registered Client Service Associate. She was previously at an independent advisory firm. Prior to that, Melissa worked at Smith Barney, before its merger with Morgan Stanley.

Born and raised in San Jose, Melissa graduated from San Jose State University with a B.S. in Business Administration with a concentration in Finance. She also holds the Series 7 and 66 registrations.

Melissa and her husband have three children. She enjoys spending time outdoors and cheering on her kids at their sporting events.

Tarik Glenn Jr. is a Bay Area native raised in Berkeley, California. He holds a Bachelor’s degree in Business Administration from UC Berkeley’s Haas School of Business, bringing strong analytical and strategic skills to his role.

As a student athlete at UC Berkeley, Tarik excelled academically while also contributing to the football team, showcasing his ability to overcome challenges with precision and determination. In the 545 Group at Morgan Stanley, he leverages his analytical prowess to ensure the success and security of clients.

Tarik is a dedicated advocate for financial literacy and mentorship. When he's not working, Tarik cherishes spending quality time with his loved ones and exploring new destinations through travel, constantly seeking new experiences and perspectives.

Flor joined Morgan Stanley in August 2023 and became an official member of the 545 team in June 2024. She is originally from Oaxaca, Mexico and was raised in the United States where she became the first woman on both sides of her family to graduate high school and obtain a B.S. in Management Information Systems from San Jose State University and an MBA from Bentley University.

Flor’s hobbies include dancing Folklorico, reading, and serving her community to inspire first generation students like herself to strive for more. She currently holds the Series 7 and Series 66 licenses.