Evergreen Lane Wealth Management Group at Morgan Stanley

Lori Sackler is the founder and leader of Evergreen Lane Wealth Management Group at Morgan Stanley. Lori has spent the past 30 years providing comprehensive wealth management services and thoughtful financial advice to a select group of corporate executives, entrepreneurs and prominent professionals, many of them women, for whom she can have a meaningful impact. As a primary advisor to her clients and their families, she helps them keep up with change, satisfying their financial security, addressing lifestyle and legacy concerns, and guiding them through all of life’s transitions. Her disciplined strategy identifies existing or potential strategic and tactical gaps in client portfolios and plans, while helping them grow financial, family, and social capital.

Lori’s family history has informed her professional commitment to her clients. The untimely death of Lori’s mother at a young age left her feeling untethered and unprepared—especially financially. In response she began a lifelong pursuit of knowledge to help her manage money, plan ahead, think strategically and make smart decisions. After graduating with Distinction from the University of Michigan, Lori earned graduate degrees in finance and music from the University of Texas and soon after became a CPA (she no longer practices accounting). Lori felt called to help others avoid the unpreparedness she experienced and ultimately became a financial advisor dedicated to helping her clients deal with change, successfully navigate difficult transitions and use their money to achieve all that is important to them. She subsequently earned a series of prestigious designations, including Certified Financial Planner™, Certified Investment Management Analyst^®, Senior Investment Management Consultant, Senior Portfolio Management Director, Portfolio Manager, Family Wealth Director, Alternative Investments Director, Investing With Impact Director, and Lending Specialist. Additionally, she became a Workplace Advisor – Equity Compensation, further solidifying her expertise and leadership in the financial industry.

Lori has authored several books and articles around what she calls “The M Word: The Money Talk.” These publications focus on topics such as family talks about money, money and the next generation and guiding families through life transitions. Lori proudly acts as a mentor to the next generation of women in financial services and is involved in leadership and civic activities, sitting on several boards in New Jersey and New York City. In her free time Lori enjoys yoga, music, travel and is an avid reader.

During his nearly 30 years in the financial services industry, Derek Levy has always taken pride in boosting the confidence of wealthy individuals and families, such as the clients of Evergreen Lane Wealth Management Group at Morgan Stanley, as they progress from milestone to milestone. A founding partner of the Group, and a holder of the prestigious Chartered Financial Analyst^® designation, Derek brings our team the knowledge and experience to conduct extensive research on individual companies and third-party investment managers for potential inclusion in our clients’ portfolios.

After graduating from Washington University St. Louis with a BS in Business Administration, Derek joined Bear Stearns where he spent six years supporting the firm’s Fixed Income Derivatives trading desks in New York, London and Dublin. He joined Morgan Stanley in 2001, focusing on asset management, liability and risk management and estate preservation strategies.

Derek is a board member of the Jewish Home Foundation of North Jersey and is an active member of Temple Emanuel in Woodcliff Lake, NJ. An avid solver of crossword puzzles, he loves international travel, having visited more than 20 countries.

Henry Sackler, a founding partner of Evergreen Lane Wealth Management Group, brings a unique background and concentrated skills to his work with corporate executives, entrepreneurs and prominent professionals. Henry’s background in the law (he no longer practices and does not provide legal advice to clients) combined with his being a Certified Financial Planner™ and a Certified Exit Planning Advisor™ gives him a distinctive perspective on how to help clients manage their wealth and risk as well as develop succession plans, sell their business, respond to liquidity events and diversify their wealth.

Henry graduated from Columbia University with a B.A. and then earned his J.D. from Tulane University. He served as a law clerk for a Bergen County judge, before practicing law for a major media company. Henry joined Morgan Stanley in 2013 and has been using a disciplined and consultative approach to help clients identify and fill gaps in their wealth strategies.

Henry is an avid fan of international soccer, a supporter of New York music and arts organizations and enjoys playing golf.

Chantana provides attentive and personalized portfolio service to the clients of Evergreen Lane Wealth Management Group. She holds Series 7, 31 and 66 licenses. As a Wealth Management Associate, Chantana works with the team’s financial advisors to identify and assist with Morgan Stanley services and solutions that support the investment needs of our clients. She has a degree in Computer Science from New Jersey Institute of Technology. In her free time Chantana enjoys snowboarding and mountain biking.

Tracy is a Wealth Management Associate for Evergreen Lane Wealth Management Group at Morgan Stanley. During her more than 20 years in the financial services industry, Tracy has held diverse roles as an asset manager and a client relationship specialist. She has extensive exposure in equity and fixed income trading, product management, and asset allocation programs, and has worked with institutional clients, high profile boards, committees, state regulators and internal departments as well as wealthy individuals and their families. Tracy has a B.A. from Rutgers University and is both a Certified Investment Management Analyst^® and a Chartered Retirement Management Consultant^®. In her spare time she coaches and manages youth sports teams.