Evan Rosenberg

Evan Rosenberg is a Private Wealth Advisor with The 173 Group within Morgan Stanley’s Private Wealth Management division and has been with Morgan Stanley since 2011. Prior to joining The 173 Group, he managed a $2 billion lending book in the San Francisco Bay Area as a Private Banker. In this role, he was responsible for structuring and advising on complex lending transactions such as residential and commercial mortgages, lines of credit, and lending on aircraft and fine art. Evan developed a deep understanding of credit analysis and liability management which he utilizes in his work with clients today.

Evan’s passion is to see his clients flourish throughout their financial journey. By attentively focusing on their balance sheet, goals and values, he develops a thorough understanding of their financial position, and formulates strategic solutions. He is also one of a select few advisors who have received the designation of "Family Wealth Director", a distinction achieved by less than 5% of financial advisors within the firm (2023) and is given to those have have had extensive experience and education in assisting high net worth families manage their financial and estate planning affairs.

He received a BS in Business Administration from the University of Rhode Island and an MBA in Finance from Santa Clara University. Evan is originally from New York and worked in the Midtown Manhattan Morgan Stanley offices up until 2017. He and his wife moved to the Bay area in 2017 and have a young daughter and son. When he’s not chasing his kids around, Evan enjoys finding new trails to hike and run, playing golf and basketball, traveling, and serving on the board of The First Tee of Silicon Valley which supports underserved youth in the Silicon Valley area.