Matthew Sheehan

Dan Gieseke joined Morgan Stanley in 2007 and has been named a Forbes Top Next Generation Wealth Advisor from 2017 to 2023. Dan enjoys connecting personally with each of his clients to get to know their families and customize their financial goals to align with their values and priorities. His extensive experience with liquidity planning around IPO's, direct listings, and ongoing sales through 10B5-1 plans makes him a steady and resourceful guide. Dan's personal approach frees his clients to think about giving back to their communities with their time, talent, and treasure. Dan is actively involved in leading men's Bible study, youth sports, and local homeless outreach. He holds a BA in Business/Economics from Wheaton College (IL) and lives in Redwood City with his wife and three children.

2017-2023 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (2017-2023. Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure/

Early in my life, I developed a habit of working hard to accomplish my goals. Like most kids growing up, I had the dream of playing professional baseball. While I did not reach my dream, I was fortunate to earn a Division I baseball scholarship to attend South Dakota State University. Before going to South Dakota State, I worked part-time at In-N-Out Burger, attended school full-time at a local Junior College, and practiced baseball for 3-4 hours a day. Needless to say, this intense schedule helped me develop the traits needed to manage my business in today's fast-paced environment.

After completing my MBA in 2012, I joined Morgan Stanley's Menlo Park office. I've spent my entire career focused on helping successful Silicon Valley executives and entrepreneurs with their wealth management needs. Most of the wealth in the valley is generated from equity compensation, and my focus is helping these clients understand how to incorporate their equity into their financial plan. My goal is to develop long-lasting, personal relationships with a select group of families, and help them implement effective investment strategies to navigate the capital markets, focus on tax-efficient investing, and create customized solutions to accomplish my client’s financial objectives. What differentiates myself and our team is our knowledge around equity compensation for public and private employees and our laser focus on providing an excellent client experience.

Our team, Cornerstone Group Silicon Valley at Morgan Stanley uses a collaborative approach that allows us to best serve our client's needs. We have four financial advisors and five administrative associates.

Seth Novosel began his career at Morgan Stanley as a Wealth Management Intern in 2019 and joined the Cornerstone Group full-time in 2022. Prior to Morgan Stanley, he was an Enterprise Sales Representative at Amazon Web Services, working with AWS’s largest enterprise customers in Southern California and Arizona. Through working with executives, founders, and business leaders at AWS he understands the high-level of trust required to build strong professional relationships and he strives to build that trust with each of his clients. Seth holds the Financial Planning Specialist and Workplace Advisor – Equity Compensation designations, certifying him to advise clients on how to incorporate equity compensation to their financial plan. Seth earned his Bachelor of Science in Business Administration with a concentration in Finance and Business Economics from the University of Southern California. Seth lives in Redwood City and is an active member of the USC community in the Bay Area. He serves on the USC Marshall School of Business Bay Area Alumni Board of Advisors as the Chapter President.

Paulina Wong joined Morgan Stanley in 2021. As the Group Director, Paulina focus on leading the team’s support professionals, continuing to elevate the client experience, and enhancing the operational platforms for business growth. Prior to joining Morgan Stanley in 2021, Paulina spent four years at J.P. Morgan and several other firms, gaining experience in financial planning, client-relationship management, preparation of customized asset allocations, and financial reporting. She further enhanced these skills through her training to become a CERTIFIED FINANCIAL PLANNERTM (CFP^®). Paulina earned a bachelor’s degree in corporate finance from San Francisco State University. A San Francisco native, she enjoys experimenting with new cooking recipes, traveling the world to explore different cuisines and volunteering at the local food bank.

Dana Kern joined Morgan Stanley in 2013. She holds a BS in International Business and Finance from Grand Valley State University. She has Series 7 and 66 licenses. Dana focuses on all customer service aspects for our clients. Dana lives in Redwood City with her boyfriend and two cats. She enjoys taking Pilates and ballet classes.

Kate Kircher joined Morgan Stanley in 2020 and prior to that she interned in 2019. Kate focuses on all client service aspects, 10b5 plans, and corporate equity settlement, as well as processing LifeView planning for clients. She holds a BS in Psychology and Communication from Santa Clara University, where she also played Division 1 soccer. She enjoys going on runs and trying new restaurants. She currently lives in San Francisco with her cream retriever puppy, Camper.

Karina Diaz-Swanson joined Morgan Stanley in 2019 and has 10 years of experience in the Wealth Management industry. She holds a BS in Political Science from San Jose State University and focuses on all aspects of client service needs for our clients. Karina lives in Newark with her husband and two daughters. Together, they enjoy spending time outdoors with friends and family.

Nate Van Dell joined Morgan Stanley in March 2024. He holds a BS in Public Relations from Gonzaga University, as well as his Series 7 and Series 66 licenses. Nate focuses on all client service aspects for our clients. Nate lives in Redwood City and in his free time, is training for an Ironman and enjoys mountain biking, skiing, and spending time with his dog Murphy.