Fowler/Zaslow/Schmidt

As a Managing Director and Certified Financial Planner™ professional for Morgan Stanley Private Wealth Management’s Silicon Valley office in Menlo Park, California, Derek Fowler is the conduit between our group’s clients and the global resources of Morgan Stanley. He serves as team lead, with a charter to set our group’s macro vision and serves as a team Client Relationship Manager. Derek also manages our team’s estate planning strategies and philanthropic efforts, and conducts due diligence on all investment products and services. 

Derek began his investment career in 1991. He started building his own practice at Smith Barney, a Morgan Stanley predecessor firm, in 1995, and very quickly became one of the firm’s top junior advisors. Early on, he established a niche in developing comprehensive financial strategies for ultra high net worth individuals and families. These clients were typically corporate executives, founders, early technology employees, private investors and those who came to Derek with a concentrated stock position that often accounted for much of their liquid net worth. 

Derek earned his B.S. in business finance from San Jose State University. He and his wife, Claylene, have two daughters, Nina and Liya, and reside in San Carlos, California.

Derek was named one of the Top Wealth Managers by the Silicon Valley Business Journal, the Winners Circle and NABCAP in 2008 and 2012.

As a Executive Director and a Certified Financial Planner™ professional for Morgan Stanley Private Wealth Management’s Silicon Valley office in Menlo Park, California, Bill Zaslow oversees our group’s efforts in risk management, portfolio analysis and portfolio implementation, including capital markets, equity trading, hedging, asset allocation and financial planning.  His risk management techniques have played a crucial role in helping clients with concentrated stock positions control risk and preserve wealth. Bill is also responsible for financial analysis and planning, goal setting and asset allocation that is customized to each client’s unique goals and priorities.

Bill began his financial services career in 1990, first as an intern, and later as an associate at Bear Stearns and Company. In 1994, he started his own wealth management practice at Smith Barney, a Morgan Stanley predecessor firm, where he ranked as the No. 1 financial advisor for his class during his first year. In 2000, Bill transitioned from Boston, Massachusetts, to Menlo Park, California, to partner with Derek Fowler.

Bill has a bachelor’s degree in business finance from the Isenberg School of Management at the University of Massachusetts at Amherst.  He resides in Palo Alto, California.

As a Senior Vice President for Morgan Stanley Wealth Management in Menlo Park, California, Anthony Schmidt collaborates with our team to develop financial plans and execution strategies that are customized to our client’s specific goals. He works with individuals and families to analyze their portfolio construction to help minimize unnecessary risk. Anthony is proactive, working with our team to develop estate planning and charitable strategies that help our clients protect the people they love and support the causes they care about. He also works closely with business owners, assisting them with implementation of retirement plans and deferred compensation strategies for management and key employees.

Anthony began his financial career in 2000 with a mutual fund company before moving to the San Francisco Bay Area and joining Petsas & Hill Certified Public Accountants, Inc. as an investment advisor in 2001. There, he helped clients with portfolio management and construction, performing extensive investment due diligence. This experience helped Anthony develop a strong command of the importance of integrating tax planning into any investment plan, a skill he continues to apply in his work with high net worth families over the last 21 years.

Originally from Vancouver, British Columbia, Anthony now lives in the East Bay with his wife, Jane, and two children, Dustin and Genevieve.  He enjoys being a part of youth sports activities and is an associate director and coach for a youth basketball league.

Helen Sattelmayer has been serving Morgan Stanley Private Wealth Management clients since 1996. She manages all aspects of client services, including portfolio administration and review, for our group. 

Helen received her Series 7, Series 65 and 63 licenses in 1998 and successfully completed the Investment Management Consultants Association Correspondence Course in 2005. She attended San Jose City College and has lived in the San Francisco Bay Area her entire life.

Helen enjoys paddle boarding and spending time on her boat in Half Moon Bay

Whitney joined Morgan Stanley in 2021 as a Wealth Management Associate focusing on client service.
Prior to joining Morgan Stanley, she worked in investment management in Honolulu for over 4 years. After relocating to California from Hawaii, Whitney worked as an Investment Specialist at a mutual fund company where she became certified with her Series 7 and Series 66 in 2018.
Whitney received her master’s degree in Financial Engineering and her bachelor’s degree in Finance from the University of Hawaii at Manoa. She currently resides in Mountain View with her husband, Patrick, and daughter, Kira. She enjoys doing yoga, watching basketball and spending time at the beach.

Evan joined Morgan Stanley in 2024 as a Registered Client Service Associate. Prior to joining Morgan Stanley, he worked at Ameriprise Financial where he became a registered financial professional by passing the Series 7 & Series 66.
Evan received his Bachelor of Science in Business Administration degree with a dual emphasis in Finance & Accounting from the University of Colorado Boulder. He currently resides in Los Gatos and enjoys spending time traveling, hiking, running, reading, watching sports, and hanging out with friends/family.