Shane Brisbin
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(415) 576-3161(415) 576-3161
Morgan Stanley Private Wealth Management
Team 581
Our 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.
Our Story
Team 581 is recognized as one of the top private wealth management practices in the United States by both Barron's and Forbes. The team manages in excess of $8.5 billion dollars (as of 2024) for exceptionally wealthy families.
Our team is motivated to improve the position of our clients with an incentive to deliver value in a transparent manner. Our personalized suite of services goes beyond investing client capital in a methodical way. With success comes a need for personalized financial and estate planning. Our team focuses on helping clients plan for major liquidity events, advising them on the structures and strategies to achieve their personal needs and objectives. Additionally, we help them understand the full scope of their opportunities through advanced smart technology by modeling scenarios designed to support alternate visions of a successful future.
Barron's Top 50 Private Wealth Management Teams: 2019-2024
Forbes' America's Top 250 Wealth Advisors (2017-2024)
Disclosures
Source: Barron's (Awarded 2019-2024) Data compiled by Barron's based on time period from 2019 - 2023.
https://www.morganstanley.com/disclosures/awards-disclosure/
Source: Forbes (Awarded 2017-2024) Data compiled by SHOOK Research LLC based on time period from 2017-2024
https://www.morganstanley.com/disclosures/awards-disclosure/
Capabilities
- Family Governance & Wealth Education
- Comprehensive Wealth Planning
- Pre-Liquidity Planning
- Investment Management
- Proprietary Investment Opportunities
- Sustainable & Responsible InvestingFootnote1
- Risk Management
- Hedging Strategies
- Philanthropy Management
- Open-Architecture Platform
- Consolidated Reporting
- 10b5-(1) Programs
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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 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $775 billion in AUM1
- Comprising 25% of the Barron’s Top 100 Financial Advisors list for 2023
- 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, December, 2023
Source: Barron's.com (April 2023) 2023 Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. 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 in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking 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 opinions of Barron's and this ranking 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.
Our Clients
Our clients consist of exceptionally accomplished entrepreneurs, executives, and private equity/real-estate/venture capital professionals along with their families. Our clients have achieved extraordinary success in industries where intelligence, ambition and creativity are the norm. They are focused and dynamic, proud of what they have accomplished and eager for the next challenge. Many of our clients have a sophisticated understanding of wealth management issues, including more than a few who earned their wealth through investing. All of them require exceptional candor, competence and attention to detail from Team 581.
Awards and Recognition
• Barron's Top 50 Private Wealth Advisory Teams in America: 2019-2024
• Barron's Top 100 Private Wealth Advisors in America: 2016-2024
• Barron's Top 120 California Financial Advisors: 2015-2024
• Forbes America's Top 250 Advisors: 2017-2024
• Forbes Best-In-State Wealth Advisors: 2021-2024
Disclosures
Barron's Top 50 Private Wealth Advisory Teams
Source: Barron's (Awarded 2019-2024) Data compiled by Barron's based on time period from 2019 - 2023.
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 - 2023.
https://www.morganstanley.com/disclosures/awards-disclosure/
Barron's Top 1200 Private Wealth Advisors: State-by-State
Source: Barron's (Awarded 2015-2024) Data compiled by Barron's based on time period from 2015 - 2023.
https://www.morganstanley.com/disclosures/awards-disclosure/
Forbes America’s Top Wealth Advisors
Source: Forbes (Awarded 2017-2024) Data compiled by SHOOK Research LLC based on time period from 2017-2024
https://www.morganstanley.com/disclosures/awards-disclosure/
Forbes Best-In-State Wealth Advisors
Source: Forbes (Awarded 2021-2024) Data compiled by SHOOK Research LLC based on time period from 2021-2024
https://www.morganstanley.com/disclosures/awards-disclosure/
Barron's Top 50 Private Wealth Advisory Teams
Source: Barron's (Awarded 2019-2024) Data compiled by Barron's based on time period from 2019 - 2023.
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 - 2023.
https://www.morganstanley.com/disclosures/awards-disclosure/
Barron's Top 1200 Private Wealth Advisors: State-by-State
Source: Barron's (Awarded 2015-2024) Data compiled by Barron's based on time period from 2015 - 2023.
https://www.morganstanley.com/disclosures/awards-disclosure/
Forbes America’s Top Wealth Advisors
Source: Forbes (Awarded 2017-2024) Data compiled by SHOOK Research LLC based on time period from 2017-2024
https://www.morganstanley.com/disclosures/awards-disclosure/
Forbes Best-In-State Wealth Advisors
Source: Forbes (Awarded 2021-2024) Data compiled by SHOOK Research LLC based on time period from 2021-2024
https://www.morganstanley.com/disclosures/awards-disclosure/
Location
555 California Street
14th Fl
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
About Shane 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: IL, TN, SD, PA, OK, NH, NY, NV, NJ, OH, NE, MA, LA, FL, VA, NC, MD, IA, HI, RI, OR, KS, IN, DE, DC, CA, MT, MI, ID, GA, CO, WA, SC, AZ, WI, VT, TX, WY, NM, MN, CT, UT; 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: OK, CO, TX, NV, KS, DC, WI, NM, VA, UT, TN, SC, RI, OR, IN, IL, AZ, VT, NJ, NH, LA, IA, HI, CT, CA, MN, MI, SD, OH, ID, DE, WY, GA, PA, NC, MT, WA, NY, NE, MD, FL, MA; 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: NV, OH, OK, OR, PA, RI, SC, SD, TN, UT, VA, VT, WA, WI, CA, TX, NY, WY, AZ, AR, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MS, MT, NC, NE, NH, NJ, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 821517
NMLS#: 821517
About Audrianna Sibiski
Audrianna is a Senior Vice President and Private Wealth Advisor for Team 581 at Morgan Stanley in San Francisco.
With a decade of experience in the industry, Audrianna works with high-net-worth clients of all backgrounds, specializing in founders and early employees of pre-liquid companies, to help them achieve their long-term financial goals.
As a Private Wealth Advisor at Morgan Stanley, Audrianna is fuelled by deep passion for helping clients achieve their most ambitious financial goals. She understands the power of active listening and that the true long-term value of wealth lies in shaping client’s comprehensive balance sheet, and creatively solving for complex estate and financial aspirations. Her clients include founders, families, CEOs, General Partners, Limited Partners, and high net worth individuals. She joined Team 581 in 2024, which has been recognized by Barron and Forbes as one of America’s Top Private Wealth Advisory Teams, (including #21 in 2024 by Barron’s).
Audrianna is an active mentor within the non-profit community. She enjoys partnering with her clients on creating family mission statements and landscaping their family giving strategy, while identifying key areas of focus and involvement. She has a personal passion for financial governance and education; often partnering with non-profits focusing their support within at-risk communities, and enjoys teaching individuals/groups the fundamentals of money and investing.
Audrianna earned a Bachelor of Arts degree from Michigan State University in East Lansing, Michigan and a Master of Business Administration from St. Mary's University in Twickenham, England. She also received a post-graduation certificate in International Business Practice from Naresuan University in Bangkok, Thailand.
Prior to joining Morgan Stanley in 2024, Audrianna worked BNY Mellon Wealth Management as a Senior Client Strategist, and at Bank of America Private Bank as a Vice President, Private Client Advisor. Earlier in her career she worked at Blick Rothenberg and London & Partners, helping founders expand into global territories.
With a decade of experience in the industry, Audrianna works with high-net-worth clients of all backgrounds, specializing in founders and early employees of pre-liquid companies, to help them achieve their long-term financial goals.
As a Private Wealth Advisor at Morgan Stanley, Audrianna is fuelled by deep passion for helping clients achieve their most ambitious financial goals. She understands the power of active listening and that the true long-term value of wealth lies in shaping client’s comprehensive balance sheet, and creatively solving for complex estate and financial aspirations. Her clients include founders, families, CEOs, General Partners, Limited Partners, and high net worth individuals. She joined Team 581 in 2024, which has been recognized by Barron and Forbes as one of America’s Top Private Wealth Advisory Teams, (including #21 in 2024 by Barron’s).
Audrianna is an active mentor within the non-profit community. She enjoys partnering with her clients on creating family mission statements and landscaping their family giving strategy, while identifying key areas of focus and involvement. She has a personal passion for financial governance and education; often partnering with non-profits focusing their support within at-risk communities, and enjoys teaching individuals/groups the fundamentals of money and investing.
Audrianna earned a Bachelor of Arts degree from Michigan State University in East Lansing, Michigan and a Master of Business Administration from St. Mary's University in Twickenham, England. She also received a post-graduation certificate in International Business Practice from Naresuan University in Bangkok, Thailand.
Prior to joining Morgan Stanley in 2024, Audrianna worked BNY Mellon Wealth Management as a Senior Client Strategist, and at Bank of America Private Bank as a Vice President, Private Client Advisor. Earlier in her career she worked at Blick Rothenberg and London & Partners, helping founders expand into global territories.
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
About Kristin Sheridan
Kristin Sheridan is an Associate Vice President in Private Wealth Management for Team 581 at Morgan Stanley in San Francisco. With 15+ years in the industry, and over 12 years at Morgan Stanley, Kristin serves ultra-high net worth clients across several industries including technology, financial services, life sciences, and more.
Kristin collaborates with clients to develop investment and tax optimization strategies and financial plans tailored to achieving both their short and long-term objectives. 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).
Kristin holds both a Bachelor in Business Administration, and a Master in Business Administration from the University of Southern California’s Marshall School of Business, with a concentration in Finance.
Prior to joining Morgan Stanley Private Wealth Management, Kristin worked on the institutional side of the business in equity sales, focused on the technology sector at FBR Capital Markets.
Earlier in her career, she worked at Morgan Stanley as an investment analyst in the Private Wealth Management group, where she first learned her passion for the business.
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.
Kristin collaborates with clients to develop investment and tax optimization strategies and financial plans tailored to achieving both their short and long-term objectives. 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).
Kristin holds both a Bachelor in Business Administration, and a Master in Business Administration from the University of Southern California’s Marshall School of Business, with a concentration in Finance.
Prior to joining Morgan Stanley Private Wealth Management, Kristin worked on the institutional side of the business in equity sales, focused on the technology sector at FBR Capital Markets.
Earlier in her career, she worked at Morgan Stanley as an investment analyst in the Private Wealth Management group, where she first learned her passion for the business.
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.
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)
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Private Wealth Management Podcast
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Managing Significant Wealth
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Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
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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.
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See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
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 DisclosuresLink Opens in New Tab
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.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
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 DisclosuresLink Opens in New Tab
CRC 6295606 (3/2024)
