The 650 Team

Rich joined the Firm’s Private Wealth Management Division in 1990, after nine years at Merrill Lynch, where he began his career as a financial advisor in the individual investor group.

Rich manages over $2.2Bn in client assets, as of 4/1/2023, with a focus on global and domestic equities. His success has been recognized in Barron’s Top Financial Advisors List annually since its inception in 2005. Rich was ranked #56 in 2024 Barron’s Top 1,200 Financial Advisors: State-by-State, among Forbes Magazine Top 1200 Advisors Nationally (#164) in 2022, and as a Forbes Best-in-State Wealth Advisors for California (#14) in 2023.

He is an avid golfer. He is a former San Francisco City Amateur Champion and Northern California Senior Amateur Champion. 8-time participant in the ATT Pebble Beach Pro Am.

Rich resides in Menlo Park, CA and is the father of two children and three stepchildren.

2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.

2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

2022 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of the year the award was issued.

Tim began his career with the Firm in 1988. Prior to joining Morgan Stanley, he was a financial advisor in Bank of America’s Private Banking Group.

Tim works with our clients who share common issues as it pertains to concentrated equity positions, namely corporate founders/executives and venture capital partners.  In addition, Tim oversees the alternative investment component of client allocations.  Specifically, Tim evaluates exposures to hedge funds, private equity and venture capital commitments, real assets, and various Morgan Stanley co-investment opportunities.  Tim was ranked #50 in Barron’s 2024 Top California Financial Advisors and among Forbes Top 1200 Advisors Nationally (#158) in 2022. 

Tim serves as honorary board member for Larkin Street Youth Services, a non-profit organization addressing the needs of at-risk youth in San Francisco.

Tim earned his MBA from NYU’s Stern School of Business in 1987 and received a BA degree in Business Economics from University of California Los Angeles in 1983.

Tim resides in Mill Valley, CA with his wife and has two grown children.

2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

2022 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of the year the award was issued.

Steve joined Morgan Stanley in 1993. Prior to Morgan Stanley, he worked for First Winthrop, a Boston based real estate investment bank specializing in buying assets from the Resolution Trust Corporation.

Steve works with entrepreneurs and private companies to manage issues surrounding initial public offerings or merger transactions. He has worked with over 75 IPO companies during his tenure at Morgan Stanley. He helps formulates pre-liquidity strategies that may encompass tax and estate planning as well as diversification strategies through 10b5-1 plans and hedging transactions. He also oversees the asset allocation process for clients. Steve was recognized by Forbes Best-in-State Wealth Advisors in 2023, and was ranked #47 in Barron’s Magazine 2012 Top California Financial Advisors.

Steve owns and operates a wheat and cattle ranch in Eastern Oregon, bringing commodity, agricultural, and alternative energy expertise to the team. Steve is a former Trustee of the Bay Area Discovery Museum and the Olympic Club Foundation . He currently serves as a Trustee of The Branson School and is past co-chairman of Town School’s Annual Fund and Building for Boys Campaign. Steve is a graduate of Oregon State University, where he obtained a Bachelor of Science degree in 1986. Steve resides in San Francisco, CA with his wife and four children.

2023 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded 2013, 2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2012 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)Source: Barrons.com (Awarded 2013). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

Mike joined Morgan Stanley in 2009 after 4 years as an advisor with Merrill Lynch. Prior to starting his career in financial services, he worked in management and sales roles for Pitney Bowes/Imagistics International. In 2002 he served as an intern for a US Senator in Washington D.C., and after college, he worked on local, state and national political campaigns in North Carolina, Washington D.C., Colorado, Nevada and California.

Mike works to identify emerging private companies with unique and disruptive technologies, products, and services. He assists company founders and executives with strategic initiatives surrounding pre-liquidity planning strategies for private financings, initial public offerings or merger transactions that may encompass tax and estate planning as well as diversification strategies through 10b5-1 plans and hedging transactions. Mike was ranked #52 in Forbes Best-in-State Wealth Advisors for California in 2024.

Mike co-chairs the nominating committee for the SF Business Times and Larkin Street CFO of the Year Awards.

Mike is a graduate of the University of North Carolina at Wilmington, where he obtained a BA in Political Science in 2002.

Mike currently resides in Carmel, CA with his wife and two sons.

Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC based on 12-month time period concluding in June of year prior to the issuance of the award.

Alisan brings 19 years of financial services and capital markets experience to her new role.  Prior to joining the team, Alisan was in the Fixed Income Division at Morgan Stanley where she was responsible for covering some of the firm’s largest institutional fixed income investors on the West Coast.  She joined Morgan Stanley from BNP Paribas in 2016 where she worked in a similar capacity.
 
With her background in institutional coverage, Alisan has extensive financial markets expertise and has cultivated strong relationships with many of the firm's largest and most respected investment management clients.  She began her career at Citigroup, and later spent several years at the consulting firm Wilshire Associates  evaluating asset managers and hedge funds.
 
Alisan is a Stanford graduate, where she was a four-year starter for the women's soccer team.  She has two daughters, Cecilia (Ceci) and Camille, and lives in San Francisco.

Scot is a Private Wealth Advisor Associate on The 650 Team in Morgan Stanley’s Private Wealth Management division.

Despite growing up in Chapel Hill, North Carolina, Scot was always a Duke fan. After realizing his dream of earning a spot on the Duke University Varsity Men’s Lacrosse team, he was elected as a team captain and went on to win a NCAA Division I National Championship. After starting down the medical school route, he pivoted when he recognized how he could apply his analytical skills to help people in other ways and reoriented towards a career in wealth management.

Scot joined Morgan Stanley in 2012 and takes pride in his intellectual curiosity. In addition to his ongoing study of the capital markets and behavioral finance, he enjoys getting to know the team's clients at a deeper level. What motivates them? What are they trying to accomplish? And, how do their finances play a role in that? Understanding this helps him leverage the team’s experience and Morgan Stanley’s firm resources to build a wealth management strategy tailored to each situation. That often starts with a focus on planning – weaving together financial, trust/estate, philanthropic, and family financial education.

Having lived in California for over a decade, Scot is passionate about sustainability and the environment. He is a Chartered Sustainable Responsible Investment Counselor (CSRIC™), and helps clients understand how their investments are aligned, or in conflict, with their personal values - think “ESG” investing.

In his spare time, he works on the associate board for The League to Save Lake Tahoe (“Keep Tahoe Blue”), and interviews prospective Duke students as a member of the university’s Alumni Admissions Advisory Committee. Scot lives in San Francisco, loves getting up to Tahoe during the winter, and generally enjoys all activities that get him outside.

NMLS# 2402416

Elizabeth Robbins joined the 650 Team at Morgan Stanley in 2015. Prior to joining Morgan Stanley, Elizabeth worked as a litigation consulting associate at TM Financial Forensics in San Francisco and Los Angeles.

In her role at Morgan Stanley, Elizabeth is a Private Wealth Advisor specializing in investment management. She manages $170mm+ in discretionary global asset allocation ETF portfolios and assists with managing the team's $2bn+ discretionary US and global equity portfolios (as of April 2023). Elizabeth is a Chartered Financial Analyst^®.

Elizabeth graduated cum laude from Claremont McKenna College in 2013 with a dual bachelor's degree in mathematics and economics and master's in finance. The rigorous BA/MA in Finance program enables students to complete both a bachelor's degree and master's degree simultaneously within four years. At CMC, Elizabeth was a Robert Day Scholar, played varsity golf, and studied abroad in Sydney, Australia.

Elizabeth lives in Palo Alto with her husband and son. She is a long time supporter of the San Francisco SPCA . In her spare time, Elizabeth enjoys playing soccer, skiing, and spending time outdoors with her family.

BA, University of California, Davis, 1993
BT Alex Brown, 1994-1996
Barclays Global Investors, 1997-2000
Joined Morgan Stanley in 2000
Focus: Client services, fixed income management operations

BS, San Jose State University, 2004
Joined Morgan Stanley in 2004
Focus: Client services, equity management operations

BS, Santa Clara University, 2006
Joined Morgan Stanley in 2006
Focus: Client services

BS, California State University San Marcos, 2012
Joined Morgan Stanley in 2013
Focus: Client services

BS, California Polytechnic State University San Luis Obispo, 2019
Joined Morgan Stanley in 2019
Focus: Client services

BS, Southern Methodist University, 2016
MS finance, University of Oregon, 2022
Joined Morgan Stanley in 2022
Focus: Equity Portfolios

BS, Brigham Young University-Hawaii, 2020
Joined Morgan Stanley in 2024
Focus: Client Services