About Greg

As Managing Director, Greg oversees one of the top Ultra-High Net Worth Private Wealth Management teams in the nation and brings over 30 years of industry experience to the team. Greg joined Morgan Stanley Private Wealth Management in May 2015. He has been honored as one of Barron’s Magazine’s “Top 100 Financial Advisors” (2014, 2013, 2012, 2011) and was also recognized as a member of the inaugural Financial Times “Top 400 Advisors” (2013).

After beginning his career in Corporate Finance at Goldman Sachs, Greg moved to their Private Wealth Management Division in 1993, where he built one of the most successful teams in the world. Following Goldman Sachs, Greg joined UBS Private Wealth Management, where he was consistently recognized as one of the top professionals in the Firm. Greg earned his MBA from Harvard University in 1987, where he served as Student Body President. He received his B.S. in Sociology and English in 1985 from Brigham Young University, where he was Student Body President and one of the valedictorians.

Greg grew up on a farm in Idaho with his four younger siblings. He is very close with his family and considers them his greatest treasure. His passions include travel, exercise, reading and motivational materials. He is involved with various community services, served as a volunteer in Indonesia, and is a member of the UNLV Foundation Advisory Board and the ASU President’s Club. Greg is an Eagle Scout.
Capabilities
  • Comprehensive Wealth Planning
  • Investment Management
  • Open-Architecture Platform
  • Manager Selection
  • Proprietary Investment Opportunities
  • Sustainable & Responsible Investing
  • Consolidated Reporting
  • Pre-Liquidity Planning
  • Hedging Strategies
  • Risk Management
  • Family Governance & Wealth Education
  • Philanthropy Management
Securities Agent: CA, WY, WA, UT, TX, NY, NV, NM, NC, MT, MN, MI, ME, KS, ID, IA, FL, CO, AZ, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1388006
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

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.

Global Franchise

Morgan Stanley serves a global clientele of individuals, families, corporations, endowments, foundations, governments and others through three core businesses:
  • Morgan Stanley Wealth Management
  • Institutional Securities Group
  • Investment Management
Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that we can offer you.
Morgan Stanley Franchise Power
  • $2.4tn in client assets under management1
  • Morgan Stanley reported revenues of $11.9Bn1
  • More than 55,000 global employees1
  • Global footprint includes 1,200 offices in 31 countries on six continents1
  • Tier 1 risk-based capital Ratio under U.S. Basel III was approximately 17.8%1
  • $206Bn in liquidity reserve1
  • Long-term credit rating A3, BBB+ and A, by Moody’s, S&P and Fitch, respectively2
1Unaudited. As of March 31, 2018, Morgan Stanley Quarterly Financial Supplement
2MorganStanley.com/InvestorRelations

Client Service Team

  • Daniel Hawkins - Vice President, Portfolio Management Associate Director
    Danny oversees all aspects of the groups investment management process and partners with Doug in managing client service. He joined Morgan Stanley Private Wealth Management in May 2015. Dannys investment skills are invaluable to the team, with his extensive experience in asset allocation, manager selection and alternative investments.

    Prior to Morgan Stanley Private Wealth Management, Danny worked for UBS beginning in 2005. His rich history within the investment industry includes work experience at Goldman Sachs, Merrill Lynch, and Quellos Group, LLC. In 2002, Danny earned his MBA from Harvard University. He received his B.S. in Psychology from Brigham Young University in 1997.

    An experienced cyclist and off-road motorcyclist, Danny enjoys staying active. He also served as a volunteer while living in Czechoslovakia. Dannys greatest enjoyment is spending time with his wife and three children at their home in Manhattan Beach. Danny is an Eagle Scout.
  • Douglas Dyakon - Vice President, Portfolio Management Associate Director
    Doug oversees client service and works with Danny in managing the groups investment management process. He is committed to providing the highest level of client service and actively manages client relationships. Doug joined Morgan Stanley Private Wealth Management in May 2015.

    After beginning his career as an analyst at Goldman Sachs in New York, Doug moved to their Private Wealth Management Division in Los Angeles in 2003. Following Goldman Sachs, Doug joined UBS in 2005. He graduated with honors from The George Washington University in 2001 with a B.A. in International Business and concentrations in Finance and Marketing.

    Doug lives in Hollywood Hills with his French Bulldog, Jacques, and has a passion for traveling. He enjoys exploring new cultures and has traveled to six of the seven continents. Doug is also involved in various community organizations in Los Angeles.
  • Alex London - Associate Vice President, Wealth Management Associate
    Alex works directly with Greg in pursuing business development opportunities and is also committed to providing excellent client service. Alex joined Morgan Stanley Private Wealth Management in May 2015. 

    Alex joined the team as an intern at UBS in 2009 and then began his career as a full-time associate in May 2010. Prior to UBS, he interned with the Trading and Research team at Churchill Management Group, a Los Angeles-based investment management firm. Alex graduated from The University of Southern California in 2010 with a B.S. in Business Administration and concentrations in Finance and Marketing.

    Originally from the San Francisco Bay Area, he currently lives in the Pasadena area with his wife. Alex has a passion for traveling and also enjoys exercising, playing golf, and spending time with family and friends.
  • Joel Russak - Associate Vice President, Wealth Management Associate
    Joel focuses on portfolio analysis and investment research and is committed to providing excellent client service. He acts as a valuable resource for clients and works closely with Danny and Doug. Joel joined Morgan Stanley Private Wealth Management in May 2015.

    Prior to Morgan Stanley Private Wealth Management, Joel worked for UBS beginning in January 2009. He previously worked as an intern for Convergent Wealth Advisors, a Maryland-based boutique wealth management firm, and Citi Smith Barney in the ultra-high net worth division. He graduated from The University of Southern California in 2009 with a Masters in Mathematical Finance. He also received a B.S. in Economics/Mathematics with a Business Law Minor from USC, completing his undergraduate degree with honors in December 2008.

    Joel is a proud native of Los Angeles. His interests include cycling, racing automobiles and exercising.
  • Charlie Dorman - Registered Associate
    Charlie graduated with honors from The University of Southern California in 2018 with a B.S. in Human Biology and a minor in Business Finance. Charlie initially joined our team as an intern while completing his degree. Prior to joining Morgan Stanley, he researched brain activity at the USC Hires Neuroscience Lab through a student fellowship.

    Charlie is a native of Los Angeles and an avid Dodgers fan. He has volunteered with various health-focused nonprofits, including a mobile health clinic in Peru. He enjoys skiing/snowboarding, producing music, and spending time with his family and friends.

Location

444 South Flower St, 34th
Fl
Los Angeles, CA 90071
US
Direct:
(213) 486-8900(213) 486-8900
Economic and Market Perspectives

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Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
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The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.

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