Our Story

Pike Place Partners at Morgan Stanley* offers a comprehensive approach to wealth management via investment management and advanced planning techniques.  We aim to establish long term relationships with a select group of clients by utilizing strategies that are personalized to each individual situation.  We collaborate with our clients’ other trusted advisors to help enhance, protect and transfer wealth based on their aspirations.

Defining your goals is an ongoing process – not a static event – and we understand that the goals you set today may evolve over time.  Our collaborative 5-Step process begins with a “Discovery Meeting” and continues with regular progress meetings to help ensure we meet your lifestyle and legacy-planning goals.

We welcome the opportunity to help you take charge of your financial future.
Services Include
  • Wealth Management1
  • Financial Planning2
  • Retirement Planning3
  • Estate Planning Strategies4
  • Philanthropic Services
  • Planning for Education Funding5
  • Executive Financial Services6
  • Stock Option Plans7
  • Stock Purchase Plans
  • Professional Portfolio Management8
  • Alternative Investments9
  • Life Insurance10
  • Annuities11
  • Long Term Care Insurance12
  • Lending Products
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

601 Union Street
Suite 5200
Seattle, WA 98101
US
Direct:
(206) 344-3506(206) 344-3506

Meet Pike Place Partners

About Me

Mike has been at Morgan Stanley and its predecessors since 2001.  Prior to his tenure at MSSB, he was a Senior Financial Consultant at Merrill Lynch for five years. 
Mike received his Bachelor of Arts in Political Science from the University of California, Davis in 1985, and is a graduate of the University of Pennsylvania’s Wharton School of Business distinguished Investment Management Analyst Program, earning the Certification of Investment Management Analyst (CIMA®).  Mike was a member of MSSB’s Century Council from 2005-2007; and is currently a member of the President’s Council.  Mike is married and resides on the Sammamish plateau in Issaquah, WA, with his wife, Shanna, and their daughter, Emily.
Securities Agent: WA, WI, VT, VA, UT, TX, TN, SD, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NH, ND, NC, MT, MN, MI, MD, MA, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1255776

About Me

A graduate of the University of Washington with a B.A. in Economics, Seth has assisted clients with their Wealth Management needs since 1998. Seth’s attainment of the CIMA designation gives him the experience to assist clients in developing their asset allocation. He also focuses on helping clients transition into and throughout retirement. His work in this area includes strategies that address retirement income planning, social security maximization, and the rising costs of healthcare. Seth has achieved membership in Morgan Stanley’s prestigious Director’s Club (2002 & 2003) and Master’s Club (2015 & 2016). He is also a 2015 & 2016 Five Star Wealth Manager in Seattle Magazine*.

Originally from the Northeast, Seth & his wife Jenifer have two children, a daughter Kailee & a son, Noah. Seth is an avid supporter of the University of Washington & its athletic programs. When not working, he enjoys spending time with his family. Seth is also an avid golfer and serves on the board of the men’s golf association at The Plateau Club.
Securities Agent: WA, TX, WI, VT, VA, UT, SD, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MO, MN, MI, MD, MA, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1279067

About Me

Matt is a Financial Advisor with Morgan Stanley and has been helping clients with their financial planning needs since 2003. Matthew joined the firm immediately after graduating from Western Washington University, where he obtained his Bachelor’s degree in Finance.  As a Certified Financial Planner (R), Matt focuses on working with clients to develop financial strategies helping clients and their families realize their goals.
Matt and his wife, Alissa, are both natives of the Seattle area and now reside on Queen Anne, with their daughter, Blakely. In his free time, Matt enjoys photography, skiing, cycling, or cooking up a new meal.
Securities Agent: WA, TX, WI, VT, VA, UT, SD, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NH, ND, NC, MT, MN, MI, MD, MA, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1278727

About Me

Alissa graduated from Santa Clara University with a Bachelor of Science degree in Psychology and a Minor in Business.  She started working with Morgan Stanley and its predecessors in 1998 as an intern and joined the firm full time in 2005.  Alissa has completed Morgan Stanley’s Portfolio Management Training to receive the Portfolio Management Director designation, The US SIF Foundation Course, “Fundamentals of Sustainable & Responsible Investment,”  has successfully completed Morgan Stanley’s Institute of Family Wealth Management course receiving the Family Wealth Advisor designation and has received the firm’s Financial Planning Specialist designation.  As an advisor she takes care in developing strategies to maintain a level of consistency through all market cycles. 

Coupling her passion for helping others and promoting women, Alissa has been an active member of the Washington Women’s Foundation since 2010 co-leading Pooled Grant Committees and Impact Assessment Committees.  She is active with The Women’s Funding Alliance and has spent time volunteering with The Seattle International Foundation.  

Alissa is a Seattle native and former Junior Olympic downhill ski racer.  She is still an avid skier, enjoys cheering on the Seattle Sounders and has a passion for travel.  With her husband, Matt, and daughter, Blakely, she enjoys the Pacific Northwest while biking, hiking and golfing.
Securities Agent: WA, TX, WI, VT, VA, UT, SD, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NH, ND, NC, MT, MN, MI, MD, MA, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1278673

About Me

Gary has a passion for researching investment opportunities and creating specialized portfolio strategies for our clients.

He has been with Morgan Stanley and its predecessors since 1982. Gary is a Trustee Emeritus at Linfield College, currently acting as Vice Chair of the Investment Committee, and is also a longstanding member of the Plymouth Church Investment Committee in Seattle.

Gary and his wife, Sharon, reside on Queen Anne Hill in Seattle. In his free time, he enjoys working on projects around their home, gardening, listening to music, and reading. Both he and his wife enjoy traveling to new places, skiing and hiking.
Securities Agent: WA, WI, VT, VA, UT, TX, SD, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NH, ND, NC, MT, MN, MI, MD, MA, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1255722

About Me

Ronald C. Mulberg joined Morgan Stanley* in 2011.  Prior to Morgan Stanley*, Ron spent six years as a First Vice President at UBS Financial Services and 17 years at Merrill Lynch as Senior Vice President.   Ron received his Bachelor of Arts in Accounting from the University of Washington, and was a partner in the CPA firm of Mulberg, Jones, Kushman and Skone.  He is a current member of the American Institute of Certified Public Accountants (AICPA), however, does not perform this function at Morgan Stanley*. Ron is a former board member of Washington Wine Country, a nonprofit organization that is dedicated to promoting wine-related tourism throughout Eastern Washington's celebrated wine region.   Ron was named as a “Five Star Wealth Manager” by Seattle Magazine in 2012*. Ron and his wife, Dena, reside in Seattle and are long-time members of both the Seattle Tennis Club and Washington Athletic Club.
Securities Agent: WA, TX, WI, VT, VA, UT, SD, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NH, ND, NC, MT, MN, MI, MD, MA, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1285304

About Me

Jack began working at Morgan Stanley in 2015 as an intern. After graduating from the University of Washington’s Michael G. Foster School of Business in 2016 with focuses in finance and accounting, Jack spent two years working for Starbucks in the corporate finance department. Jack rejoined the firm in 2018, and plays an important role in helping to increase the level of service given to clients.

Originally from the San Francisco Bay Area, Jack has lived in Seattle since 2012. He enjoys anything outside including skiing, fishing, and boating. Jack is also a passionate University of Washington athletics fan. In his down time, he enjoys reading and cooking.
Securities Agent: WA, TX, WI, VT, VA, UT, SD, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MO, MN, MI, MD, MA, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1794283

About Me

A graduate of University of Arizona, with a Bachelor’s degree in History, Danielle began her career with the firm in 2006. After spending time in operational and advisory roles, Danielle joined the group in 2012.

As an integral part of the Pike Place Partners, Danielle, who has received her certificate as a Certified Financial Planner (CFP®), focuses on the solutions used to help clients with their financial planning needs.

A native of Seattle, Danielle, her husband Ryan, and their children, Owen and Olivia, live in West Seattle. In her free time, Danielle enjoys running, backpacking, and recently climbed Mt. Rainier.

About Me

Jennifer plays an integral role in the day to day operations of the team and providing exceptional client service is her number one priority.  She has been with Morgan Stanley since 2005 and has 18 years of industry experience.  Jennifer received her B.A. in Linguistics from the University of Washington in 1998 and holds her Series 7, 63, 65 securities licenses. 

Jennifer resides in Issaquah with her husband, Andy, and their son, Jackson.  She enjoys spending time with her family, traveling, and snowboarding.

About Me

Shanna has been at Morgan Stanley and its predecessors since 1987. Prior to joining our team she spent over 20 years in management at Morgan Stanley. As a Senior Registered Associate, she acts as a client support liaison handling administrative duties ranging from IRA distributions to client account updates.

Shanna attended Northern Arizona University. She currently holds her Series 7, Series 9/10, Series 65, Series 63 and Washington State Insurance licenses.

Shanna lives in Issaquah with daughter Emily and husband, Michael.  In her spare time she enjoys watching her daughter play soccer, basketball, and participating in Girl Scouts events. She also enjoys playing golf and traveling.

About Me

Juliet is a Senior Registered Associate and has been with Morgan Stanley and its predecessors since 1988. She holds Series 7, 63, 65, 66, Washington and California State licenses. Within our team, she provides operational support to our clients and has a wide range of responsibilities, from money movements to tracking missing documents.

Juliet has two grown up children and lives with her husband in Auburn. In her spare time, she enjoys spending time with her family, travelling and volunteering with various non-profit organizations.

About Me

Registered Associate Cody Chen, a former Pike Place Partners intern, joined the team full-time after earning undergraduate degree in Business Administration-Finance from the University of Washington in June of 2018. Tech savvy, detail-oriented and creative, Cody is responsible for everything from preparing meeting collateral and maintaining database information to crafting website content and shaping the Pike Place Partner’s visual aesthetic.

Born in Grand Rapids, Michigan but raised in Washington State, Cody enjoys exercising, cooking, and traveling when not enjoying his beautiful neighborhood of Queen Anne.
Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
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Ready to start a conversation? Contact Pike Place Partners today.
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