Los Gatos Branch Office

Whitney Rohrer serves as Market Manager for the Silicon Valley Center Market Cluster of Morgan Stanley, entrusted with growing and protecting a thriving business for one of Morgan Stanley’s most successful markets. Therefore, one of her top priorities is ensuring that her Financial Advisors are reaching their full potential and connected to the heartbeat of the firm’s leading ideas and top resources.

Whitney fosters a culture of “doing the right thing”, taking pride in the strong morale and consistent business results of her team. Her advisors are skilled at leveraging Morgan Stanley’s industry-leading capabilities to advise and serve clients holistically. Within the branch, Whitney cares about her team on a personal level and champions career development at every stage, with a focus on attracting the best external talent to the firm. She also encourages collaboration between her service and risk teams to create new opportunities for clients, while upholding the highest standards of ethics and compliance.

Whitney understands what it takes to succeed as a Financial Advisor, having started as an advisor herself in 2005. Her passion for helping advisors and therefore having broader client impact drew her to a region leadership role in 2012 and she joined Morgan Stanley in 2019 as an Associate Market Manager in the San Francisco/Hawaii market. Whitney earned her BA in Italian/International Business from Georgetown University and studied International Business at L’Universita Bocconi in Milan. This unique experience made Whitney the perfect choice to lead a market with such a strong international clientele.

Whitney calls San Francisco home, where she resides with her husband Marc and their two wonderful sons, William and Benjamin. A native Texan, she enjoys horseback riding, travel, and watching her sons play soccer. Whitney is active in her community where she’s a member of the San Francisco Ballet Auxiliary and the MS Global Wellbeing Influencer Network.

Albert comes to us from Hawaii, where he spent the past four years as Associate Market Manager for Morgan Stanley’s San Francisco Hawaii Market. Prior to that, Albert served two years as a Producing National Training Officer in Morgan Stanley’s headquarters in Purchase, New York. He maintained a book of business while preparing the next generation of Financial Advisors for the field. Albert was recruited to Morgan Stanley as a Financial Advisor in 2015 on a Rising Star deal, successfully moving 80% of his assets within the first year and surpassing his recruited assets in the second year. Albert began his financial services career at Merrill Lynch in Manhattan, where he built an advisory practice focusing on accountants, attorneys and entertainment professionals. Prior to joining Merrill Lynch, Albert worked in the Information Technology sector, consulting top software and hardware companies in his role as Director of Information Management at a boutique market research and lead generation firm, which he helped found. A former actor and director, Albert enjoys performing stand-up comedy in his spare time, having appeared on-stage at comedy clubs all over Manhattan and in Honolulu. Albert was born in Maine, raised in New Hampshire and now resides in San Jose, California.