The Beverly Hills Legacy Group at Morgan Stanley

Louis works with clients to identify and address their financial needs at every life stage. He uses his knowledge to develop strategies that target what clients want to achieve for their investments, retirement lifestyle, estate and legacy vision, philanthropic initiatives, tax efficiency and more. As a Senior Portfolio Manager, Louis is committed to long- term relationships and strives to deliver exceptional client service. He listens carefully to client’s goals, values, aspirations and concerns and works to help them in achieving their financial objectives by creating customized portfolios. As a Global Sports and Entertainment Director at the firm, he has access to specialized resources geared specifically to meeting the unique needs of these individuals.
 
Louis began his career in the financial industry at Lehman Brothers in 1991 in New York. He has remained with the same firm throughout all the mergers and acquisitions leading to Morgan Stanley today in California. Over the decades, Louis has prided himself in being very accessible and available to share his in-depth understanding of the financial industry with his client base and effectively manage their portfolios. He earned a B.B.A in Finance and minor in Economics from Pace University.
 
Born in New York, Louis later moved to California in 2001. He currently resides in Glendale with his wife Lizzet and has two children; Lauren and Taylor. Outside of the office, Louis enjoys traveling, spending time with family and golfing.

Jake works with a broad range of clients to incorporate asset management, retirement goals, lending strategies, philanthropic initiatives, insurance protection, succession planning and other key areas into a well-rounded financial strategy. As a Global Sports and Entertainment Director and a former professional athlete himself, Jake uses his knowledge and experience to implement wealth management strategies for clients by concentrating on portfolio management to help meet his client’s life goals. Likewise, as a Portfolio Management Director, he plays an active role in managing client portfolios in accordance with their short- and long-term objectives. Given his tenure at the firm, he understands how to use Morgan Stanley’s global research and resources on clients’ behalf and match its full scope of offerings with their needs.
 
Jake graduated from Loyola High School of Los Angeles before earning a B.A. in Sociology from the University of Hawai’i at Mānoa, where he played collegiate volleyball. He pursued volleyball after graduation, playing professionally overseas. In addition, he served as captain of the U.S. Youth and Junior National Teams where he traveled the world and later served as a member of the U.S. National Team prepping for the 2012 Olympics. After volleyball, Jake began a career in commercial real estate before shifting to Morgan Stanley in 2013. It was to no surprise that he hit the ground running. Jake was named to Forbes Best-in-State Wealth Management Teams in 2025 and Forbes Next Gen Best-in-State Wealth Advisor by Forbes in 2019 & 2024. He was a member of Morgan Stanley’s Pacesetter’s Club, a global recognition program for Financial Advisors who have demonstrated high professional standards and first-class client service early in their careers.
 
A native of Santa Monica, CA, Jake currently resides in Manhattan Beach, with his wife, Courtney and their two sons; JJ and Logan. In his free time, he enjoys traveling, playing volleyball, golfing, spending time with his family and coaching youth baseball.

*Source: Forbes.com (Awarded Jan 2025) Data Compiled By Shook Research LLC Based On Time Period From 3/31/23-3/31/24.
*Data provided by SHOOK^® Research, LLC. Data as of 3/31/24 Source: Forbes.com (August, 2024). SHOOK considered advisors born in 1985 or later with a minimum 4 years as an advisor.
*Source: Forbes.com (Awarded June 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19.

Jeana focuses on helping successful individuals and families define and pursue their goals by creating a customized financial plan that aligns with their objectives. This plan serves as a framework for the team as they make recommendations and develop strategies for investment management, estate planning, tax mitigation, insurance needs and other areas that affect clients’ financial picture. In addition, she oversees the team’s client service group.
 
Jeana began her career at Morgan Stanley in 2014 as a Client Service Associate. She transitioned into the firm’s Wealth Advisor Associate program, where she developed customized financial plans for the Beverly Hills Complex, and upon completion became a Financial Advisor exclusively to The Beverly Hills Legacy Group. From 2017 to 2021, she was named to the firm’s Pacesetters Club, a global recognition program for Financial Advisors who have demonstrated high professional standards and first-class client service early in their careers. Currently, Jeana is the team’s Business Development Associate and Portfolio Management Associate where she participates in the team’s overall business development, portfolio management and marketing as well as the design and updating of tailored reporting for new and existing clients. In addition, she is the main resource for Financial Planning and accompanies the Financial Advisor’s when meeting with clients to evaluate current offerings, develop and implement new services, and strategize to find resolutions. Jeana graduated from The Eller College of Management at The University of Arizona with a B.S.B.A. in Marketing, a minor in Sociology and Sports Management certificate. She then traveled for 6 months through Central America, Europe and Australia.
 
A native of Santa Monica, CA, Jeana is an avid sports fan, enjoys traveling, going to the beach, and spending time with her family, especially her five nephews.

Colleen manages administrative, operational and service matters for clients, including opening new accounts, processing paperwork, and troubleshooting questions and requests. She relies on her extensive industry background, knowledge of back-office operations and familiarity with firm resources to resolve clients’ issues efficiently.

Colleen originally joined Morgan Stanley in 1981 and left briefly before returning to the firm in 1987, where she has remained ever since. Her roots with the team date back more than 30 years, as she been a colleague of Henri Schkud since 1991.

Outside the office, Colleen pursues her creative side through jewelry design, custom woodworking, flower arranging and DYI home projects. She also enjoys golfing, skiing, playing softball, riding motorcycles and spending time with family and friends

Peter oversees administrative responsibilities for clients, such as opening accounts, handling money movements, and responding to client calls and emails. He provides timely and thoughtful follow-up to their questions and requests, and he is organized and meticulous in his service approach.

Peter began his career at Paine Webber in 1985 and went on to positions at Smith Barney, where he became registered and licensed, and UBS before joining the team at Morgan Stanley in 2019.

Peter was born in Bermuda and later moved to Canada before coming to California. Outside the office, he enjoys the sunrises and sunsets of living at the beach, and he spends time beachcombing to look for treasures that he incorporates into visual art. He also likes gardening and taking on home projects.