Beth's mission

My mission as an advisor is to be at the center of our client's financial lives.  I strive to help each client understand how to frame their wealth and their financial goals. This is unique for everyone. Some clients need legacy planning, others need cash flow planning, many need one-off advice on a vexing financial issue, all need asset management. I endeavor to help our clients live comfortable financial lives, and to engage with their wealth on a level that feels right for them. I can provide sage guidance from my 25+ year experience as a professional, FinTech Founder/CEO, investor, philanthropist, and parent to four children. As the financial world is constantly evolving, I too try to remain current - I undergo advanced training on a regular basis to provide modern, relevant solutions.

In terms of the day to day?
I try to help clients every day, often seven days a week. For many, we are their main financial compass and team to whom they turn to sort through difficult issues. I try to clarify the matter, candidly assess what is involved, and work diligently with the stakeholders to work through a resolution. Matters might include cash flow decisions, estate planning decisions, charitable structure decisions, complicated investment decisions (not necessarily regarding a portfolio, yet rather real estate, restricted securities, gifting strategies, 10b5-1 plan strategies, etc.) I work closely with the legal and tax counsel of many clients, as of course these conversations cannot happen in a vacuum.

In terms of asset management, I created and actively manage 7 proprietary portfolio models. I can create your Donor Advised Fund. In addition, we often hire outside talent for 'satellite' strategies and may implement indexing, structures, tactical positions, fixed income, and/or alternatives.

We tie together planning with asset management to provide a complete wealth management solution. Review meetings are held at the frequency and location in which our clients find most comfortable.
Services Include
  • Philanthropic Services
  • Executive Financial Services1
  • Estate Planning Strategies2
  • Professional Portfolio Management3
  • Wealth Management4
Securities Agent: CA, WA, VA, UT, TX, OR, NY, NV, NM, MD, MA, ID, HI, GA, FL, DC, CT, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1501582
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Nueva Endowment

The Nueva School (Hillsborough, CA)
September 1997 to June 2002
Founding Chair, Endowment Committee

I worked with multiple stakeholders -- donors, board members, community members, the investment community -- to draft and to launch the inaugural Nueva School Endowment. I then chaired this committee for the five years, supported by a talented group of fellow parents and members of the greater school community.


  • University of California, Berkeley, Haas School of Business | MBA, Finance, Entrepreneurship 1997-2000
  • University of California, Berkeley | BA, Legal Studies, Mass Communications
  • College for Financial Planning | CFP, Certified FInancial Planner, 1987-1990


Executive Director, Family Wealth Director
Morgan Stanley
January 2016 to Present

Credit Suisse Private Banking
February 2009 - January 2016

CFO & Board Chair, Finance Committee
Environmental Volunteers
July 2012 - September 2014

Portfolio Manager, SVP
Smith Barney
October 1988 - February 2009

EAInvest, Inc.
November 1997 - October 2002
Acquired in 2002

Recognized as 2017 Top Wealth Advisor Mom 
by Working Mother Magazine

Recognized as 2018 Best-in-State Advisor
by Forbes Magazine

Community Involvement

The Nueva School (Hillsborough, CA)
September 1995 to present
Literature Instructor

I am in my twentieth year teaching literature to students at the Nueva School. We meet each week over the course of the academic school year to discuss books and their relevancy to the world, both historically and in terms of current events. I have taught fifth and sixth graders for the past twelve years. Books we've read include Animal Farm, Watership Down, To Kill a Mockingbird, To Inherit the Wind, and The Princess Bride. We have also read graphic novels such as author Shaun Tan's iconic The Arrival.

    Client Service Team

    • Sam Elguindi - Consulting Group Analyst
      Sam ('Sammy') supports our team in a myriad of ways. On a daily basis, he analyzes client holdings and prepares for our ongoing client review meetings. Together with the team, Sammy assists in developing recommendations for our client engagements. He accesses multiple analytics to support the evaluation and recommendation process. Additionally, he is often engaged in special projects, such as assisting the team evaluate concentrated equity positions and diversification strategies, digging into various channels to determine attractive candidates for one of our seven portfolio models, or tracking down ideas and the current thinking in some of our favorite beats: robotics, biotech, energy, the syndicate calendar, etc. 

      Sammy conducts ongoing research on various trends, industries and opportunities, miraculously staying current on the sector and asset management choices within these constantly shifting sands. He engages in constant dialogue with both external and internal sources.

      Sammy began his career as an analyst at a real estate technology company before joining our team at Morgan Stanley in 2016. A graduate from the University of Arizona, Sammy enjoys traveling, exercising and trying new restaurants around the Bay Area.  He holds the FINRA Series 7 and 66 securities licenses and successfully completed IMCA's 'Essentials of Investment Consulting' in May of 2017.

    • Carol Abraham - Portfolio Associate
      Carol serves our clients in multiple capacities. She assists clients with all matters of administration, from basic asset management tasks to sophisticated currency, restricted stock, and private equity transactions.  She is a versatile and experienced professional. Anyone who has had the pleasure to work with Carol also knows she is always cheerful and diligent! She puts clients at ease as they are confident in her abilities and professionalism.

      Carol is in her eighth year with our team. She and Beth joined Morgan Stanley from Credit Suisse in early 2016. Prior to Credit Suisse, Carol was an associate with Lehman Brothers, Hambrecht and Quist, and Kidder Peabody. Carol resides in San Ramon, California, and in her free time, enjoys visiting with her family, traveling, and gardening. She holds the FINRA Series 7, 63 and 66 securities licenses.
    • Cathy Tseng - Registered Associate
      Cathy has recently joined our team as a 'generalist'. In this capacity, Cathy pivots between the analyst, client service and marketing roles. Cathy is no stranger to multi-tasking as prior to joining Morgan Stanley, she ran the office and operations for an Independent Financial Advisor in Irvine, California.

      Cathy holds a degree in Economics from University of California, Irvine and is a newcomer to Northern California. In her free time, Cathy enjoys yoga, traveling, photography, and discovering the many cultural and culinary secrets of the Bay Area. She holds the FINRA Series 7 and 66 securities licenses.


    101 California St
    3rd Fl
    San Francisco, CA 94111
    (415) 693-6101(415) 693-6101

    Investment and Market Perspectives

    On the Markets


    Creating customized financial strategies for the challenges that today's families face.
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    • Trust Services
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    CRC 2274738 01/19

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    Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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    Ready to start a conversation? Contact Beth Scanlan today.
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