The Almo Lipman Drew Group

Jack is a Managing Director, Senior Portfolio Management Director, Alternative Investments Director, and Private Wealth Advisor, with Morgan Stanley’s Private Wealth Management division. He is based in Morgan Stanley’s Seattle office, along with his partners and a supporting team of associates. Jack and his team develop customized wealth management solutions for ultra-high net worth families, private foundations and endowments, and privately controlled companies. His team manages investment portfolios totaling approximately $2.6 Billion (as of July, 2021) on behalf of its clients.

Jack focuses on coordinating investment strategy and managing risk in multiple portfolios and entities, aligning family governance structures and estate plans with his clients’ values and aspirations for future generations, and connecting his clients with our investment and private bankers and capital markets specialists. In addition, he is responsible for structuring customized financial planning strategies to help clients meet their unique objectives.

Originally from Seattle, Washington, Jack graduated with Honors from the Syms School of Business at Yeshiva University. He joined Morgan Stanley Private Wealth Management in 2011, after spending six years at UBS Private Wealth Management, where he was a member of the President’s Council. He began his career with Goldman Sachs’ Finance Group in New York and later returned to Seattle with Goldman Sachs to join their newly formed Pacific Northwest Office.

In 2020, 2021, 2022 and 2023, Jack was named by Forbes as one of the nation’s Best-In-State Wealth Advisors*. In addition, Jack was designated as one of Barron’s Top 1200 advisors State-by-State in 2022, 2023 and 2024**. He serves on numerous non-profit Boards and is deeply passionate about community service. He is the immediate past Chairman of Kline Galland Center, a Trustee of the Samis Foundation, a previous member of the Investment Committee of Virginia Mason and a Chair of the Investment Committee of the Jewish Federation of Greater Seattle. Jack and his wife Adina have three children and reside in Mercer Island.

*2020, 2021,2022, 2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020, 2021, 2022, 2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
**2022, 2023 and 2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2022, 2023 and 2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

Additional Award Disclosure Information
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Bob began his career at Goldman Sachs’ Investment Banking Division in 1983 in New York after receiving his JD and MBA degrees from Harvard Law School and Harvard Business School. He earned his BA from Yale University, Summa Cum Laude in History. He, along with the rest of the team, joined Morgan Stanley Private Wealth Management in 2011.

Bob is a retired member of the New York Bar, an active board member of Seattle Theatre Group and past board member of University Prep.

Alyssa joined Morgan Stanley in 2014, after receiving her BA in Finance from the Foster School of Business at the University of Washington. As a Family Wealth Director for Morgan Stanley, Alyssa is among a select group of 4% of Morgan Stanley Financial Advisors* who have demonstrated professional knowledge and experience in a range of specialties including estate planning, alternative investments, control and restricted securities, lending, hedging and monetization, and business succession planning. Alyssa is also a 2020, 2021 and 2022 member of the Firm’s Pacesetter’s Club**, a global recognition program for Financial Advisors who, early in their career, have demonstrated the highest professional standards and first class client service. Alyssa also represents Morgan Stanley's PWM San Francisco complex on the Firm's Pacific Coast Regional Diversity Council.

Alyssa supports the team by focusing on Portfolio Management operations and compliance, client relationship management, securities trading and managed account coordination. Alyssa also manages the team’s financial planning process, generating wealth planning data and materials.

Outside of work, Alyssa is passionate about animals and the Seattle Sounders, and enjoys spending time with family and friends.

*Source: MS Family Wealth Director Designee Roster, August 2020

**Morgan Stanley Wealth Management Pacesetter’s Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Club membership is no guarantee of future performance.

© 2020 Morgan Stanley Smith Barney LLC. Member SIPC.

Darian graduated Summa Cum Laude from Washington State University where she received her BA in Finance from the Carson College of Business. She joined Morgan Stanley in 2017 and has prior experience at MCM in accounting and insurance. Darian focuses on client support, including the preparation of performance review materials, manager reviews and custom reporting. In her spare time, Darian enjoys various activities including golfing, hiking and kayaking and spending time with her friends and family.

Elijah joined Morgan Stanley in 2019 and supports the team with his focus on portfolio analytics, custom reporting and investment product research.

Elijah received his Master of Science in Finance from Seattle University and his BA in Business Administration with Finance & Accounting concentrations from Pacific Lutheran University. During his time at PLU, he was a member of the student investment fund and the men's swimming and lacrosse teams. In his free time, Elijah enjoys watching and playing sports, traveling, and all outdoor activities.