Welcome

Jack, Bob and Karyn formed their partnership in 2000 upon the inception of Goldman, Sachs & Co.’s Seattle office. They subsequently led the UBS Private Wealth Management development effort for 6 years prior to relocating to Morgan Stanley in 2011. They share combined industry experience of 80+ years* and manage assets for 50 families and foundations in the Pacific Northwest. Together the team focuses on asset allocation, portfolio construction, holistic asset management, single stock risk management, municipal bond management and trust and estate planning strategies.

With an emphasis on establishing long term relationships, our team works alongside a handful of high net worth individuals, families and foundations to help identify and achieve their financial goals. We accomplish this by offering a dynamic four-corner business model, incorporating relationship, process, advice and service.

Relationship – Flagged as ‘number one’ on your speed dial, we listen to your family story and actively participate in your successes, setbacks and milestones

Process – We commit to a tailored investment management process that aims to preserve your lifestyle and allow for your preferred level of involvement

Advice – Backed by the vast resources of the firm, we help provide advice founded on a culture of excellence driven by global insight 

Service – We offer attentive, competent service, including regular communication with your external trusted advisors for holistic financial understanding 

* Please refer to the bio section of the website for individual years of experience
Capabilities
  • Family Governance & Wealth Education
  • 10b5-(1) Programs
  • Comprehensive Wealth Planning
  • Investment Management
  • Manager Selection
  • Risk Management
  • Hedging Strategies
  • Sustainable & Responsible Investing
  • Pre-Liquidity Planning
  • Open-Architecture Platform
  • Proprietary Investment Opportunities
  • Philanthropy Management
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 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • 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 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

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.

Global Franchise

Morgan Stanley serves a global clientele of individuals, families, corporations, endowments, foundations, governments and others through three core businesses:
  • Morgan Stanley Wealth Management
  • Institutional Securities Group
  • Investment Management
Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that we can offer you.
Morgan Stanley Franchise Power
  • $2.4tn in client assets under management1
  • Morgan Stanley reported revenues of $11.9Bn1
  • More than 55,000 global employees1
  • Global footprint includes 1,200 offices in 31 countries on six continents1
  • Tier 1 risk-based capital Ratio under U.S. Basel III was approximately 17.8%1
  • $206Bn in liquidity reserve1
  • Long-term credit rating A3, BBB+ and A, by Moody’s, S&P and Fitch, respectively2
1Unaudited. As of March 31, 2018, Morgan Stanley Quarterly Financial Supplement
2MorganStanley.com/InvestorRelations

Location

601 Union Street
Suite 5200
Seattle, WA 98101
US
Direct:
(206) 344-2435(206) 344-2435

Meet The Almo Lipman Shirbroun Group

About Me

Jack is a Senior Vice President, Senior Portfolio Manager, and Private Wealth Advisor, with Morgan Stanley’s Private Wealth Management division. He is based in Morgan Stanley’s Seattle office, along with three 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 cash, fixed income, equity and alternative investment portfolios totaling approximately $1.1 Billion (as of December 31, 2017) 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 Cum Laude 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.

Jack serves on numerous non-profit Boards and is deeply passionate about community service. He is currently Chairman of the Investment Committee at Kline Galland Center, a member of the Investment Committees of Virginia Mason, the Jewish Federation of Greater Seattle, and the SAMIS Foundation. Jack and his wife Adina have three children and reside in Seward Park.
Securities Agent: WA, WI, VT, UT, OR, NY, NJ, NH, NC, MI, MA, IL, ID, FL, DC, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1262114

About Me

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.
Securities Agent: WA, VT, UT, OR, NY, NJ, NH, NC, MI, MA, IL, ID, FL, DC, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1262178

About Me

Karyn has been working in Private Wealth Management for the past 29 years, with experience in fixed income trading, syndicate, compliance, operations and management. She received her MBA from Drake University and her BA in Business Administration from the University of Iowa. Karyn joined Morgan Stanley Private Wealth Management in 2011.

Karyn is a founding member of the Bainbridge Schools Foundation.
Securities Agent: WA, OR, VT, UT, NY, NJ, NH, NC, MI, MA, IL, IA, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; General Securities Principal; Investment Advisor Representative
NMLS#: 1261875

About Me

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.
Economic and Market Perspectives

On the Markets

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Successfully Staffing Your Home

Successfully Staffing Your Home

By adopting more professional approaches to hiring, training and retaining staff, you can more easily maintain a well-run and harmonious home.

Insights and Outcomes

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Art as An Asset
CRC 2274738 01/19

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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Market Information Delayed 20 Minutes
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.

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