Jacob Rohrer
Phone:
(415) 984-6571(415) 984-6571
Anthony Quao
Senior Vice President, Wealth Management,
Financial Advisor,
Alternative Investments Director,
Portfolio Management Director
Direct:
(415) 984-6022(415) 984-6022
My Mission Statement
Delivering high quality service with a wide array of investment
solutions
solutions
My Story and Services
Anthony works with a select group of entrepreneurs, executives, early employees, and multigenerational families to bring structure, strategy, and intention to their wealth. He also advises business owners and early-stage equity holders on pre-liquidity planning, helping them make confident, tax-aware decisions ahead of major financial events.
Known for his calm, thoughtful approach, Anthony helps clients navigate complexity—whether managing a business exit, preparing for generational transitions, or seeking greater clarity around what’s next. He serves as a lead advisor and strategic partner, coordinating with estate, tax, and investment professionals to ensure every decision supports the client’s long-term goals.
Most of the families Anthony works with manage between $5 million to $50 million+ in assets. His clients value having a responsive, grounded advisor who can cut through complexity, ask the right questions, and deliver consistent, forward momentum across all areas of their financial lives.
Anthony began his career in financial services in 2010 at one of Canada’s largest investment banks in his hometown of Vancouver, British Columbia. He joined Morgan Stanley in 2015. He is a graduate of Capilano University, where he majored in Accounting.
With over 10 years of experience, Anthony brings a blend of technical depth, sound judgment, and trusted relationships to the table. He believes the best financial plans aren’t just accurate—they’re personal, aligned, and built to evolve over time.
Outside of work, Anthony enjoys spending time with his wife, Brandie, and their two young children. His personal interests include cooking—especially for family and friends—and staying active through strength training and time outdoors.
Known for his calm, thoughtful approach, Anthony helps clients navigate complexity—whether managing a business exit, preparing for generational transitions, or seeking greater clarity around what’s next. He serves as a lead advisor and strategic partner, coordinating with estate, tax, and investment professionals to ensure every decision supports the client’s long-term goals.
Most of the families Anthony works with manage between $5 million to $50 million+ in assets. His clients value having a responsive, grounded advisor who can cut through complexity, ask the right questions, and deliver consistent, forward momentum across all areas of their financial lives.
Anthony began his career in financial services in 2010 at one of Canada’s largest investment banks in his hometown of Vancouver, British Columbia. He joined Morgan Stanley in 2015. He is a graduate of Capilano University, where he majored in Accounting.
With over 10 years of experience, Anthony brings a blend of technical depth, sound judgment, and trusted relationships to the table. He believes the best financial plans aren’t just accurate—they’re personal, aligned, and built to evolve over time.
Outside of work, Anthony enjoys spending time with his wife, Brandie, and their two young children. His personal interests include cooking—especially for family and friends—and staying active through strength training and time outdoors.
Securities Agent: CO, WA, CA, UT, TX, NV, OR, ID, DC, AL, MN, VA, NY, NJ, MA, IL, GA, FL, AZ, NM, PA, NC, MT, MO; Investment Advisor Representative
NMLS#: 1615189
NMLS#: 1615189
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Our Relationships
Entrepreneurs
With decades of experience working with entrepreneurs, company founders, and executives, we can help you navigate the intricate and elaborate challenges that come with creating a new business and assist you in planning for future liquidity events. In our thoughtful approach, we provide feedback and resources at critical stages in your professional and personal lives.
Pre IPO Employees
We guide and support you in taking the proper steps to attain your goals tax efficiently, allowing you to focus on the multitude of demands required to take a company public. These discussions and steps may include option exercise analysis, concentrated stock positions, transfer strategies, and Qualified Small Business Stock.
Public Company Executives
We have a demonstrated track record of successfully supporting C-suite executives with their personal and company's financial requirements. Some of these services include providing complex solutions for concentrated equity positions including 10b5-1 plans, exchange funds, hedging strategies, and other diversification strategies as well as assessing incentive compensation packages.
Venture Capital and Private Equity Partners
Investing in private companies creates unique wealth management considerations. We supply you with tailored solutions regarding your portfolio's asset allocation, risk management, liabilities guidance, philanthropy endeavors support as well as advising on trust and estate structures.
Our Capabilities
We tailor our comprehensive wealth management process to guide individuals and institutions through the complex considerations around their wealth, taking into account tax optimization and liquidity needs to construct a long term strategy.
Concentrated Stock Positions
Concentrated positions create opportunities and present significant challenges. As a corporate insider with concentrated stock, you may be wondering about tax-smart means of diversification. You may also be facing liquidity needs for real estate purchases or tax payments, sometimes before stock liquidity is available due to lock-ups or tight trading windows. Both the opportunities and challenges rest with numerous techniques that could be implemented with regard to a concentrated stock position.
Exchange Fund
For tax-deferred diversification, Exchange Funds provide diversification without triggering taxable gains typically associated with diversification, as the exchange occurs within an IRS-approved tax-deferred vehicle. Exchange Funds are managed by portfolio managers to construct a desired portfolio so that each contributor of concentrated stock will ultimately receive a pro-rata allocation of the portfolio while retaining their original basis.
Donor Advised Fund
To offset higher income tax when there is a liquidity event from IPO/acquisition, options exercise, stock vests, or bonus income, you can gift charitably to a Donor Advised Fund with appreciated long-term gain stock. This allows tax deduction in the current year, with flexibility to gift to end charities over time.
Portfolio Line of Credit
For liquidity needs without triggering sales of concentrated stock, you can borrow against the stock in a portfolio line to manage more immediate cash flow needs for real estate transactions, tuition payments, or tax payments. No underwriting or credit pull required, and no cost to setting up or keeping the portfolio line open. You borrow against the portfolio when needed, paying interest at a floating rate, and pay it back without penalty.
10b5-1 Plans
10b5-1 Plans are preset diversification plans for executives who want the flexibility to sell through open and closed windows, whether at market or specified limit prices. The 10b5-1 plan is a written trading plan approved by legal counsel and executed by a third party, which provides corporate insiders an affirmative defense against claims of insider trading.
Trust and Estate Planning
Building, protecting and passing on a legacy involves much more than investing wisely. It requires careful analysis of your objectives, intelligent structuring of you assets, and integrated, strategic planning and implementation. A trust can be a valuable tool for ensuring continuity in achieving the financial objectives you envision for your family, your business, or philanthropic legacy for generations to come.
A Leader in Alternative Investments
Alternative investments go beyond the scope of traditional stocks and bonds. Our comprehensive strategies, diverse talent and global resources enable us to provide qualified investors with distinctive alternative investment opportunities. The alternatives that we offer can help grow and protect your wealth, offer potentially enhanced returns, diversify your portfolio, lower volatility, and increase tax efficiency.
The Different Types of Alternative Investments
- Private Equity
- Private Credit
- Real Estate / Real Assets
- Hedge Funds
- Digital Assets
- Tax-Advantaged Strategies
Location
555 California St 35th
Floor
San Francisco, CA 94104
US
Direct:
(415) 984-6022(415) 984-6022
Meet My Team
About Jacob Rohrer
Jacob has been working in financial services for roughly four years. Prior to joining Morgan Stanley, he began his career while still in school as an intern at a high-net-worth multi-family office, supporting both the wealth management and accounting teams. Upon graduation, he started full time as a treasury analyst at a private investment firm, assisting the company in short term cash management and funding investments.
Jacob began his role at Morgan Stanley in January of 2023. As a Registered Client Service Associate, Jacob is the first voice many clients hear when they call the firm. His responsibilities include cultivating and enhancing new and existing client relationships through active communication, processing client requests, helping resolve inquiries, and performing administrative duties.
A native of Sacramento, California, he lived there until he decided to study finance at The University of Colorado Boulder. While a student, he represented the Buffs playing club soccer and was a member of the Leeds Investment and Trading Group. Upon graduating in 2020, he lived in Denver until moving to San Francisco in 2024. He enjoys his free time playing soccer, skiing the state’s beautiful mountains, and being an above average bedroom guitarist.
Jacob began his role at Morgan Stanley in January of 2023. As a Registered Client Service Associate, Jacob is the first voice many clients hear when they call the firm. His responsibilities include cultivating and enhancing new and existing client relationships through active communication, processing client requests, helping resolve inquiries, and performing administrative duties.
A native of Sacramento, California, he lived there until he decided to study finance at The University of Colorado Boulder. While a student, he represented the Buffs playing club soccer and was a member of the Leeds Investment and Trading Group. Upon graduating in 2020, he lived in Denver until moving to San Francisco in 2024. He enjoys his free time playing soccer, skiing the state’s beautiful mountains, and being an above average bedroom guitarist.
Wealth Management
Global Investment Office
Portfolio Insights
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Anthony Quao today.
1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
