Shane A Brisbin
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(415) 576-3161(415) 576-3161
Industry Award WinnerOur Mission Statement
Team 581 aims to help highly affluent families protect and enhance their wealth, while supporting the people, causes and institutions that add meaning to their lives.
Welcome
Welcome to Team 581 at Morgan Stanley Private Wealth Management in San Francisco.
We serve the comprehensive wealth management needs of accomplished entrepreneurs, executives, private investors, and multi-generational families.
Our team provides world-class investment advice and personalized service to 150 ultra-high-net-worth families, overseeing more than $12 billion in assets (as of 2026).
We combine independent, high-quality fiduciary advice with the personalized approach of a boutique wealth management practice and the global reach of Morgan Stanley.
Our long-term relationships are built on trust, discretion, and a deep understanding of each client's unique goals and needs.
From financial and estate planning to liquidity events and strategic structuring, we guide clients through every stage of their financial journey. Our mission is to help protect, preserve, and grow their financial, family, and social capital.
Team 581 is recognized among the nation's leading private wealth management practices by Barron's and Forbes.
Capabilities
- Investment Management
- Comprehensive Wealth Planning
- Proprietary Investment Opportunities
- Pre-Liquidity Planning
- Tax, Trust & Estate AdvisoryFootnote1
- Tailored LendingFootnote2
- Hedging Strategies
- Risk Management
- Insurance SolutionsFootnote3
- Philanthropy Management
- Family Governance & Wealth Education
- Cash Management & LendingFootnote4
- Securities Based LendingFootnote5
- Sustainable & Responsible InvestingFootnote6
- Retirement & Pension Plans
- 10b5-(1) Programs
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 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $1.2 trillion in AUM
- Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
- 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, September 2025
Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
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.
Investor Resources
On the Markets
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Learn More
Morgan Stanley Research
Through timely, in-depth analysis of companies, industries, markets and world economies, Morgan Stanley has earned its reputation as a leader in the field of investment research.
Learn More
The Alts Report
Hear from industry innovators across Morgan Stanley Wealth Management leadership and fund manager partners as they discuss the trends and opportunities shaping the alternative investments landscape.
Learn More
Cybersecurity
Whether it's strengthening your passwords or treating emails from unknown senders with more caution, consider taking these steps to help reduce the threat of identity theft, online scams, malware, fraud and more.
Learn More
Family Office Resources
Family Office Resources delivers comprehensive solutions across a broad range of complex, multi-generational wealth management issues by providing ultra-high-net-worth clients with specialized knowledge.
Learn MoreAwards and Recognition
Barron's Top 50 Private Wealth Advisory Teams
Barron's Top 50 Private Wealth Advisory Teams
Source: Barron's (Awarded 2019-2026) Data compiled by Barron's based on time period from 2019 - 2026.
https://www.morganstanley.com/disclosures/awards-disclosure/
Source: Barron's (Awarded 2019-2026) Data compiled by Barron's based on time period from 2019 - 2026.
https://www.morganstanley.com/disclosures/awards-disclosure/
Barron's Top 100 Private Wealth Advisors
Shane Brisbin and Michael Baumer awarded
Barron's Top 100 Private Wealth Advisors
Source: Barron's (Awarded 2016-2024) Data compiled by Barron's based on time period from 2016 - 2024.
https://www.morganstanley.com/disclosures/awards-disclosure/
Barron's Top 100 Private Wealth Advisors
Source: Barron's (Awarded 2016-2024) Data compiled by Barron's based on time period from 2016 - 2024.
https://www.morganstanley.com/disclosures/awards-disclosure/
Barron's Top 120 California Financial Advisors: 2015-2026
Barron's Top 1200 Private Wealth Advisors: State-by-State
Source: Barron's (Awarded 2019-2026) Data compiled by Barron's based on time period from 2019 - 2026.
https://www.morganstanley.com/disclosures/awards-disclosure/
Source: Barron's (Awarded 2019-2026) Data compiled by Barron's based on time period from 2019 - 2026.
https://www.morganstanley.com/disclosures/awards-disclosure/
Forbes America's Top 250 Advisors: 2017-2026
Forbes America’s Top Wealth Advisors
Source: Forbes (Awarded 2017-2025) Data compiled by SHOOK Research LLC based on time period from 2017-2025.
https://www.morganstanley.com/disclosures/awards-disclosure/
Source: Forbes (Awarded 2017-2025) Data compiled by SHOOK Research LLC based on time period from 2017-2025.
https://www.morganstanley.com/disclosures/awards-disclosure/
Forbes Best-In-State Wealth Advisors: 2021-2026
Shane Brisbin and Michael Baumer awarded
Forbes Best-In-State Wealth Advisors
Source: Forbes (Awarded 2021-2025) Data compiled by SHOOK Research LLC based on time period from 2021-2024
https://www.morganstanley.com/disclosures/awards-disclosure/
Forbes Best-In-State Wealth Advisors
Source: Forbes (Awarded 2021-2025) Data compiled by SHOOK Research LLC based on time period from 2021-2024
https://www.morganstanley.com/disclosures/awards-disclosure/
Forbes Best-In-State Wealth Management Teams: 2021-2026
Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2026). Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Source: Forbes (Awarded Jan 2026). Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Location
555 California Street
14th Floor
San Francisco, CA 94104
US
Direct:
(415) 576-3161(415) 576-3161
Meet Team 581
Michael Baumer
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(415) 576-3167(415) 576-3167
Spencer Larson
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(415) 576-3163(415) 576-3163
William Wolcott
Executive Director, Private Wealth Management, Private Wealth Advisor
Phone:
(415) 576-2351(415) 576-2351
Kristin Sheridan
Private Wealth Advisor, Vice President
Phone:
(415) 576-2018(415) 576-2018
Audrianna Sibiski
Private Wealth Advisor, Senior Vice President, Private Wealth Management
Phone:
(415) 576-3153(415) 576-3153
Achim Christner
First Vice President, Director of Investments, Investment Consultant
Michelle Ross
First Vice President, Group Director
Jennifer Kim
Assistant Vice President
Jessica Targett
First Vice President
Michelle Thomas
Vice President
Elizabeth Stromquist
Assistant Vice President, Wealth Management Associate
Natalie Kaylor
Vice President
Gosia Suligowska-Rees
Private Wealth Management Analyst
Dominick Giovinazzo
Private Wealth Management Associate, Portfolio Associate
Joseph Hudson
Client Service Associate
Dean Chong
Private Wealth Management Client Relationship Analyst
About Shane A Brisbin
Shane is a Managing Director and Private Wealth Advisor for Team 581 at Morgan Stanley in San Francisco.
With 29 years in the industry and over two decades at Morgan Stanley, Shane brings extensive experience in working with individuals and families of significant affluence.
As a Private Wealth Advisor at Morgan Stanley, Shane specializes in pre- & post-liquidity planning, strategic portfolio management, risk management and philanthropy advisory. His clients include Entrepreneurs, Senior Corporate Executives, General Partners of Venture Capital and Private Equity funds. Over the years, the Team 581 has been recognized by Barron and Forbes as one of America’s Top Private Wealth Advisory Teams, including #21 in 2024 by Barron’s.
He currently serves on the board of McCombs Business School, University of Texas Venture Labs, and Alzeca Biosciences.
Shane earned his MBA from The University of Texas in Austin and his BS degree from The University of Southern California.
Prior to joining Morgan Stanley in 2002, Shane was with Lehman Brothers in San Francisco and Salomon Brothers in both Los Angeles and NYC.
Disclosures
2019-2023 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (Awarded April 2019-2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
With 29 years in the industry and over two decades at Morgan Stanley, Shane brings extensive experience in working with individuals and families of significant affluence.
As a Private Wealth Advisor at Morgan Stanley, Shane specializes in pre- & post-liquidity planning, strategic portfolio management, risk management and philanthropy advisory. His clients include Entrepreneurs, Senior Corporate Executives, General Partners of Venture Capital and Private Equity funds. Over the years, the Team 581 has been recognized by Barron and Forbes as one of America’s Top Private Wealth Advisory Teams, including #21 in 2024 by Barron’s.
He currently serves on the board of McCombs Business School, University of Texas Venture Labs, and Alzeca Biosciences.
Shane earned his MBA from The University of Texas in Austin and his BS degree from The University of Southern California.
Prior to joining Morgan Stanley in 2002, Shane was with Lehman Brothers in San Francisco and Salomon Brothers in both Los Angeles and NYC.
Disclosures
2019-2023 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (Awarded April 2019-2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Securities Agent: SD, PA, OK, NH, NY, NV, NJ, OH, NE, MO, MA, LA, FL, WY, NM, MN, CT, UT, IL, VA, NC, MD, IA, HI, RI, OR, KS, IN, DE, DC, CA, MT, MI, ID, GA, CO, WA, SC, AZ, WI, VT, TX, TN; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1278853
NMLS#: 1278853
About Michael Baumer
Michael is a Managing Director and Private Wealth Advisor for Team 581 at Morgan Stanley in San Francisco.
With 28 years in the industry and over two decades at Morgan Stanley, Michael brings a unique perspective to his personalized service with his ultra-high-net-worth clients.
As a Private Wealth Advisor at Morgan Stanley, Michael focuses on pre- & post-liquidity planning, comprehensive wealth planning, strategic portfolio management, philanthropy management and Family Office Services. Over the years, the Team 581 has been recognized by Barron and Forbes as one of America’s Top Private Wealth Advisory Teams, (including #21 in 2024 by Barron’s).
He currently serves as Ambassador and Investment Committee member for the Navy SEAL Foundation, (formerly a Board Member).
Michael earned his BS in Public Administration/Urban Planning from The University of Southern California.
Prior to joining Morgan Stanley in 2001, Michael worked in the commercial real estate industry and served on active duty in the United States Navy.
Disclosures
2019-2023 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (Awarded April 2019-2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
With 28 years in the industry and over two decades at Morgan Stanley, Michael brings a unique perspective to his personalized service with his ultra-high-net-worth clients.
As a Private Wealth Advisor at Morgan Stanley, Michael focuses on pre- & post-liquidity planning, comprehensive wealth planning, strategic portfolio management, philanthropy management and Family Office Services. Over the years, the Team 581 has been recognized by Barron and Forbes as one of America’s Top Private Wealth Advisory Teams, (including #21 in 2024 by Barron’s).
He currently serves as Ambassador and Investment Committee member for the Navy SEAL Foundation, (formerly a Board Member).
Michael earned his BS in Public Administration/Urban Planning from The University of Southern California.
Prior to joining Morgan Stanley in 2001, Michael worked in the commercial real estate industry and served on active duty in the United States Navy.
Disclosures
2019-2023 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (Awarded April 2019-2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Securities Agent: AZ, VT, NJ, NH, LA, IA, HI, CT, CA, MN, MI, SD, OK, OH, ID, DE, GA, PA, NC, MT, MO, WY, WA, NY, NE, MD, FL, CO, TX, NV, KS, DC, WI, NM, MA, VA, UT, TN, SC, RI, OR, IN, IL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1295608
NMLS#: 1295608
About Spencer Larson
Spencer is a Managing Director and Private Wealth Advisor for Team 581 at Morgan Stanley in San Francisco. With over 40 years of experience in the financial services industry, Spencer helps high net worth families manage their financial and estate planning affairs.
As a Private Wealth Advisor at Morgan Stanley, Spencer focuses on liquidity event planning, long term financial planning and portfolio management. Over the years, the Team 581 has been recognized by Barron and Forbes as one of America’s Top Private Wealth Advisory Teams, (including #21 in 2024 by Barron’s).
Spencer is a Certified Financial Planner and Certified Investment Management Analyst awarded by the Wharton School of Business at the University of Pennsylvania.
He has been a long-term volunteer in the Acalanes Union High School District serving on the Citizens Oversight Board and Sports Fundraising Guidelines Committee. He is a past board member of Moraga Valley Presbyterian Church focusing on youth programs and volunteer mission trips. Currently Spencer is on the board of First Tee of Oakland and is also involved with Harbor House Ministries serving as a reading tutor at Franklin Elementary School also in Oakland.
Spencer attended the University of California at Berkeley and earned his BA in Economics.
Prior to joining Morgan Stanley in 1994, he spent the first 12 years of his career at Merrill Lynch and Prudential Securities in wealth management.
Disclosures
2019-2023 Barron's Top 100 Private Wealth Management Teams
Source: Barrons.com (Awarded April 2019-2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
As a Private Wealth Advisor at Morgan Stanley, Spencer focuses on liquidity event planning, long term financial planning and portfolio management. Over the years, the Team 581 has been recognized by Barron and Forbes as one of America’s Top Private Wealth Advisory Teams, (including #21 in 2024 by Barron’s).
Spencer is a Certified Financial Planner and Certified Investment Management Analyst awarded by the Wharton School of Business at the University of Pennsylvania.
He has been a long-term volunteer in the Acalanes Union High School District serving on the Citizens Oversight Board and Sports Fundraising Guidelines Committee. He is a past board member of Moraga Valley Presbyterian Church focusing on youth programs and volunteer mission trips. Currently Spencer is on the board of First Tee of Oakland and is also involved with Harbor House Ministries serving as a reading tutor at Franklin Elementary School also in Oakland.
Spencer attended the University of California at Berkeley and earned his BA in Economics.
Prior to joining Morgan Stanley in 1994, he spent the first 12 years of his career at Merrill Lynch and Prudential Securities in wealth management.
Disclosures
2019-2023 Barron's Top 100 Private Wealth Management Teams
Source: Barrons.com (Awarded April 2019-2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Securities Agent: WY, WA, MN, IN, VT, ID, GA, FL, CO, CA, RI, KS, PA, OH, NY, NM, MO, MD, TX, IL, HI, SC, MT, AZ, WI, TN, OK, NH, LA, CT, IA, UT, NV, MA, NE, VA, SD, OR, NJ, NC, MI, KY, DE, DC; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1285431
NMLS#: 1285431
About William Wolcott
William is an Executive Director and Private Wealth Advisor for Team 581 at Morgan Stanley in San Francisco. With over 30 years of experience in the finance industry, William delivers personalized service to his clients in an effort to help them achieve their financial goals, needs and objectives.
As a Private Wealth Advisor at Morgan Stanley, William specializes in pre-liquidity planning, asset allocation, philanthropy and retirement planning by drawing on the extensive experience of his partners and the firm’s global platform. Over the years, the Team 581 has been recognized by Barron and Forbes as one of America’s Top Private Wealth Advisory Teams, (including #21 in 2024 by Barron’s).
He is a long-term volunteer in the community and has previously served on the boards of both Archbishop Riordan High School and the SF Waldorf School, where he has chaired the investment/development/finance committees.
William attended Hobart College and earned his BA degree in Environmental Studies.
Prior to joining Morgan Stanley in 2016, William spent seven years at the Private Bank of JP Morgan. Beginning his career at Hambrecht & Quist in 1993, he served on the Equity Capital Markets desk throughout the 90’s, before transitioning to Equity Research Sales.
Disclosures
2019-2023 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (Awarded April 2019-2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
As a Private Wealth Advisor at Morgan Stanley, William specializes in pre-liquidity planning, asset allocation, philanthropy and retirement planning by drawing on the extensive experience of his partners and the firm’s global platform. Over the years, the Team 581 has been recognized by Barron and Forbes as one of America’s Top Private Wealth Advisory Teams, (including #21 in 2024 by Barron’s).
He is a long-term volunteer in the community and has previously served on the boards of both Archbishop Riordan High School and the SF Waldorf School, where he has chaired the investment/development/finance committees.
William attended Hobart College and earned his BA degree in Environmental Studies.
Prior to joining Morgan Stanley in 2016, William spent seven years at the Private Bank of JP Morgan. Beginning his career at Hambrecht & Quist in 1993, he served on the Equity Capital Markets desk throughout the 90’s, before transitioning to Equity Research Sales.
Disclosures
2019-2023 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (Awarded April 2019-2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Securities Agent: MS, MI, OR, IN, IA, AZ, SD, RI, NM, KY, DE, CA, WY, TN, OH, LA, PA, NJ, KS, ID, WA, NY, MD, NV, NE, MN, MA, HI, CT, MO, IL, GA, DC, OK, MT, FL, CO, AR, WI, VT, VA, UT, TX, SC, NH, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 821517
NMLS#: 821517
About Kristin Sheridan
Kristin is a Private Wealth Advisor for Team 581 at Morgan Stanley in San Francisco.
With 15+ years in the industry, and over a decade at Morgan Stanley, Kristin provides sophisticated guidance to affluent individuals and families navigating complex financial decisions.
As a Private Wealth Advisor, Kristin works closely with entrepreneurs, senior executives, and private equity and venture capital professionals to develop personalized wealth strategies. Her areas of focus include liquidity event planning, investment strategy, wealth preservation, risk management, and charitable giving.
Kristin is part of Team 581, a nationally recognized Private Wealth Management team that has earned distinction from Barron’s and Forbes among America’s leading wealth advisory teams, including a #24 national ranking by Barron’s in 2026.
Kristin holds both an MBA and Bachelor’s degree from the University of Southern California Marshall School of Business.
Prior to joining Morgan Stanley in 2015, Kristin was with FBR Capital Markets in New York and Morgan Stanley in Los Angeles.
With 15+ years in the industry, and over a decade at Morgan Stanley, Kristin provides sophisticated guidance to affluent individuals and families navigating complex financial decisions.
As a Private Wealth Advisor, Kristin works closely with entrepreneurs, senior executives, and private equity and venture capital professionals to develop personalized wealth strategies. Her areas of focus include liquidity event planning, investment strategy, wealth preservation, risk management, and charitable giving.
Kristin is part of Team 581, a nationally recognized Private Wealth Management team that has earned distinction from Barron’s and Forbes among America’s leading wealth advisory teams, including a #24 national ranking by Barron’s in 2026.
Kristin holds both an MBA and Bachelor’s degree from the University of Southern California Marshall School of Business.
Prior to joining Morgan Stanley in 2015, Kristin was with FBR Capital Markets in New York and Morgan Stanley in Los Angeles.
Securities Agent: KS, CT, WV, WI, VI, NE, KY, WA, MO, MI, IL, AL, AK, RI, PR, PA, NV, NM, ND, MS, MN, IA, DC, CO, AZ, VT, MT, MD, VA, OK, NY, NJ, IN, TX, SC, CA, WY, OH, NC, LA, GA, OR, NH, AR, SD, ME, UT, TN, MA, ID, HI, FL, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1487153
NMLS#: 1487153
About Audrianna Sibiski
Securities Agent: CT, UT, NC, MT, MI, MA, IA, CA, AK, WY, OR, OK, MO, DE, DC, RI, PR, IL, WI, TN, OH, NJ, MS, ME, GA, CO, PA, NH, WV, WA, NE, MN, KY, SC, MD, AR, NM, LA, NV, ND, IN, HI, AZ, AL, VT, VI, TX, SD, NY, KS, ID, FL, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 1400893
NMLS#: 1400893
About Achim Christner
Team Role: Portfolio Management & Analytics
- Portfolio Management & Trading
- Investment Research
- Alternative Investments
- 10b5-1 Plans
Experience
- 15+ years of financial industry experience
- Morgan Stanley since 2011
- Previously with Nollenberger Capital Partners as a Portfolio Associate
Professional Designations/Licenses
- Chartered Financial Analyst
Education
- M.S. in Financial Analysis and Investment Management from St. Mary's College of California
- B.S. in Financial Services from St. Mary's College of California
- Portfolio Management & Trading
- Investment Research
- Alternative Investments
- 10b5-1 Plans
Experience
- 15+ years of financial industry experience
- Morgan Stanley since 2011
- Previously with Nollenberger Capital Partners as a Portfolio Associate
Professional Designations/Licenses
- Chartered Financial Analyst
Education
- M.S. in Financial Analysis and Investment Management from St. Mary's College of California
- B.S. in Financial Services from St. Mary's College of California
About Michelle Ross
Team Role: Client Service & Support
- Group Director
- Team Administrator
- Client Account Management and Operations
- Alternative Investments
- Family Office Services
Experience
- 15+ years of financial industry experience
- Morgan Stanley since 2006
- Previously with the Private Bank division at First Republic Bank
Education
- B.A. in Political Science from the University of California, Berkeley
- Group Director
- Team Administrator
- Client Account Management and Operations
- Alternative Investments
- Family Office Services
Experience
- 15+ years of financial industry experience
- Morgan Stanley since 2006
- Previously with the Private Bank division at First Republic Bank
Education
- B.A. in Political Science from the University of California, Berkeley
About Jennifer Kim
Team Role: Client Service & Support
- Client Account Management
- Operations
- Alternative Investments
- Portfolio Trading
Experience
- 20+ years of financial industry experience
- Morgan Stanley since 2018
Education
- Studied International Business/Economics from San Jose State University
- Client Account Management
- Operations
- Alternative Investments
- Portfolio Trading
Experience
- 20+ years of financial industry experience
- Morgan Stanley since 2018
Education
- Studied International Business/Economics from San Jose State University
About Jessica Targett
Team Role: Client Service & Support
- Private Wealth Management Transition Support
Experience
- Morgan Stanley since 2013
- 11+ years financial industry experience
Education
- B.A. in Business from Pepperdine University
- Private Wealth Management Transition Support
Experience
- Morgan Stanley since 2013
- 11+ years financial industry experience
Education
- B.A. in Business from Pepperdine University
About Michelle Thomas
Team Role: Client Service & Support
- Client Account Management
- Operations
- Alternative Investments
- 10b5-1 Plans
Experience
- 30+ years of financial industry experience
- Morgan Stanley since 2012
Education
B.S in Business Administration, Finance from California State University, East Bay
- Client Account Management
- Operations
- Alternative Investments
- 10b5-1 Plans
Experience
- 30+ years of financial industry experience
- Morgan Stanley since 2012
Education
B.S in Business Administration, Finance from California State University, East Bay
About Elizabeth Stromquist
Team Role: Client Service & Support
- Client Account Management
- Operations
- Alternative Investments
Experience
- 10+ years of financial industry experience
- Morgan Stanley since 2017
- Previously with UBS Private Wealth Management
Education
- B.S. in Economics from Santa Clara University
- Client Account Management
- Operations
- Alternative Investments
Experience
- 10+ years of financial industry experience
- Morgan Stanley since 2017
- Previously with UBS Private Wealth Management
Education
- B.S. in Economics from Santa Clara University
About Natalie Kaylor
Team Role: Portfolio Management & Analysis
- Portfolio Reporting and Analysis
- Financial Planning
Experience
- 7+ years of financial industry experience
- Morgan Stanley since 2017
Education
- B.S. in Managerial Economics from University of California, Davis
- Portfolio Reporting and Analysis
- Financial Planning
Experience
- 7+ years of financial industry experience
- Morgan Stanley since 2017
Education
- B.S. in Managerial Economics from University of California, Davis
About Gosia Suligowska-Rees
Team Role: Portfolio Management & Analysis
- Portfolio Reporting and Analysis
- Marketing
- Portfolio Trading
Experience
- 15+ years of financial industry experience.
- Morgan Stanley since 2019
- Previously with: Morgan Stanley as WMA in Orinda, UBS as Research Equity Analyst, Director, in London, England; and Ofgem as Senior Manager, Markets, in London, England.
Education
- M.S. in Organization Development from University of San Francisco, USA
- B.S. in Business Economics with Computing from University of Surrey, England.
- Portfolio Reporting and Analysis
- Marketing
- Portfolio Trading
Experience
- 15+ years of financial industry experience.
- Morgan Stanley since 2019
- Previously with: Morgan Stanley as WMA in Orinda, UBS as Research Equity Analyst, Director, in London, England; and Ofgem as Senior Manager, Markets, in London, England.
Education
- M.S. in Organization Development from University of San Francisco, USA
- B.S. in Business Economics with Computing from University of Surrey, England.
About Dominick Giovinazzo
Team Role: Portfolio Management & Analytics
- Client Account Management
- Operations
- Marketing
- Alternative Investments
Experience
- 5+ years of financial industry experience
- Morgan Stanley since 2022
Education
- B.B.A in Finance from Northwood University (MI)
- MBA from DeVos Graduate School of Management (MI)
- Client Account Management
- Operations
- Marketing
- Alternative Investments
Experience
- 5+ years of financial industry experience
- Morgan Stanley since 2022
Education
- B.B.A in Finance from Northwood University (MI)
- MBA from DeVos Graduate School of Management (MI)
About Joseph Hudson
- Team Role: Portfolio Reporting, Analysis
- 3 years of financial industry experience
- Studied Business Administration at San Diego Mesa College
- 3 years of financial industry experience
- Studied Business Administration at San Diego Mesa College
About Dean Chong
Team Role: Portfolio Reporting and Analysis
Education
- M.S. in Accounting from New York University Stern School of Business
- B.A. in Economics with a minor in Computer Science from Swarthmore College
Education
- M.S. in Accounting from New York University Stern School of Business
- B.A. in Economics with a minor in Computer Science from Swarthmore College
Contact Shane A Brisbin
Contact Michael Baumer
Contact Spencer Larson
Contact William Wolcott
Contact Kristin Sheridan
Contact Audrianna Sibiski
Awards and Recognition
Barron's Top 250 Private Wealth Management Teams
2017-2026 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 100 Private Wealth Management Teams, Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams) Source: Barrons.com (Awarded April 2017-2026). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Forbes America's Top Wealth Advisors
2017-2026 Forbes America's Top Wealth Advisors Source: Forbes.com (Awarded 2017-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
Forbes Best-In-State Wealth Advisors
2021-2026 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2021-2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes Best-In-State Wealth Management Teams
Forbes Best-In-State Wealth Management Teams Source: Forbes (Awarded Jan 2026) Data compiled by SHOOK Research LLC based for the period 3/31/24-3/31/25.
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Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
PWM Leadership Insights & Outcomes
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Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
1Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
2Tailored Lending is a loan/line of credit product offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. A Tailored Lending credit facility may be a committed or demand loan/line of credit. All Tailored Lending loans/lines of credit are subject to the underwriting standards and independent approval of Morgan Stanley Private Bank, National Association. Tailored Lending loans/lines of credit may not be available in all locations. Rates, terms, and programs are subject to change without notice. Other restrictions may apply. The information contained herein should not be construed as a commitment to lend. Morgan Stanley Private Bank, National Association is a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency. The proceeds from a Tailored Lending loan/line of credit (including draws and other advances) may not be used to purchase, trade, or carry margin stock; repay margin debt that was used to purchase, trade, or carry margin stock; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
5Borrowing against securities may not be appropriate for everyone. You should be aware that there are risks associated with a securities based loan, including possible maintenance calls on short notice, and that market conditions can magnify any potential for loss. For details please see the important disclosures below.
Securities based loans are provided by Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association or Morgan Stanley Bank, N.A, as applicable.
Important Risk Information for Securities Based Lending: You need to understand that: (1) Sufficient collateral must be maintained to support your loan(s) and to take future advances; (2) You may have to deposit additional cash or eligible securities on short notice; (3) Some or all of your securities may be sold without prior notice in order to maintain account equity at required maintenance levels. You will not be entitled to choose the securities that will be sold. These actions may interrupt your long-term investment strategy and may result in adverse tax consequences or in additional fees being assessed; (4) Morgan Stanley Bank, N.A., Morgan Stanley Private Bank, National Association or Morgan Stanley Smith Barney LLC (collectively referred to as “Morgan Stanley”) reserves the right not to fund any advance request due to insufficient collateral or for any other reason except for any portion of a securities based loan that is identified as a committed facility; (5) Morgan Stanley reserves the right to increase your collateral maintenance requirements at any time without notice; and (6) Morgan Stanley reserves the right to call securities based loans at any time and for any reason.
With the exception of a margin loan, the proceeds from securities based loan products may not be used to purchase, trade, or carry margin stock (or securities, with respect to Express CreditLine); repay margin debt that was used to purchase, trade or carry margin stock (or securities, with respect to Express CreditLine); and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
To be eligible for a securities based loan, a client must have a brokerage account at Morgan Stanley Smith Barney LLC that contains eligible securities, which shall serve as collateral for the securities based loan.
6Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures | Morgan Stanley
2Tailored Lending is a loan/line of credit product offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. A Tailored Lending credit facility may be a committed or demand loan/line of credit. All Tailored Lending loans/lines of credit are subject to the underwriting standards and independent approval of Morgan Stanley Private Bank, National Association. Tailored Lending loans/lines of credit may not be available in all locations. Rates, terms, and programs are subject to change without notice. Other restrictions may apply. The information contained herein should not be construed as a commitment to lend. Morgan Stanley Private Bank, National Association is a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency. The proceeds from a Tailored Lending loan/line of credit (including draws and other advances) may not be used to purchase, trade, or carry margin stock; repay margin debt that was used to purchase, trade, or carry margin stock; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
5Borrowing against securities may not be appropriate for everyone. You should be aware that there are risks associated with a securities based loan, including possible maintenance calls on short notice, and that market conditions can magnify any potential for loss. For details please see the important disclosures below.
Securities based loans are provided by Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association or Morgan Stanley Bank, N.A, as applicable.
Important Risk Information for Securities Based Lending: You need to understand that: (1) Sufficient collateral must be maintained to support your loan(s) and to take future advances; (2) You may have to deposit additional cash or eligible securities on short notice; (3) Some or all of your securities may be sold without prior notice in order to maintain account equity at required maintenance levels. You will not be entitled to choose the securities that will be sold. These actions may interrupt your long-term investment strategy and may result in adverse tax consequences or in additional fees being assessed; (4) Morgan Stanley Bank, N.A., Morgan Stanley Private Bank, National Association or Morgan Stanley Smith Barney LLC (collectively referred to as “Morgan Stanley”) reserves the right not to fund any advance request due to insufficient collateral or for any other reason except for any portion of a securities based loan that is identified as a committed facility; (5) Morgan Stanley reserves the right to increase your collateral maintenance requirements at any time without notice; and (6) Morgan Stanley reserves the right to call securities based loans at any time and for any reason.
With the exception of a margin loan, the proceeds from securities based loan products may not be used to purchase, trade, or carry margin stock (or securities, with respect to Express CreditLine); repay margin debt that was used to purchase, trade or carry margin stock (or securities, with respect to Express CreditLine); and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
To be eligible for a securities based loan, a client must have a brokerage account at Morgan Stanley Smith Barney LLC that contains eligible securities, which shall serve as collateral for the securities based loan.
6Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures | Morgan Stanley
CRC 4677197 (7/2025)
