The Brooks White Cochran Group at Morgan Stanley

From an early age, Chris was fascinated by investments and encouraged to learn more by his father, a fixed income trader. After graduating from The Ohio State University, Chris followed his passion and began his career at a large banking institution in 1994 where he served as a financial advisor. Over the course of his over 20 year career, Chris has designed sophisticated investment strategies that include equity and fixed income portfolio construction. He also focuses on helping optimize the structure of client wealth, through philanthropic estate planning strategies. Additionally, Chris is responsible for the team’s research efforts – helping to identify long-term investment strategies and risk management solutions for strategic asset allocation portfolios and concentrated, single stock positions.
Chris is a resident of Upper Arlington with his wife, Lisa, and their son. Over the years, Chris has shared his time and resources with several organizations that support cerebral palsy research and education. He is also a supporter of Canine Companions and participated in fundraising efforts for cancer research – raising money and riding in Pelotonia (the annual two-day bike ride covering 180 miles, each August). To “relax,” Chris enjoys photography, cycling, playing guitar, golf, swimming and reading.

With nearly 20 years’ experience in the investment industry, Jim has broad experience delivering wealth management services to high net worth individuals and families. He works closely with corporate executives, business owners and entrepreneurs, often employing the vast resources and intellectual capital available to him at Morgan Stanley, to help solve the challenges that wealth brings.

Of particular interest to Jim, is assisting clients to identify and implement non-traditional investment strategies (such as alternative investments) into more traditional investment portfolios. Many of these strategies can be a critical component to successful wealth creation and preservation process.

Jim earned his MBA from Harvard Business School with a focus in finance and investment management and earned a Bachelor’s degree in Political Science from Colgate University.

Jim and his wife, Kerri, reside in Upper Arlington. They have two grown children. As a former college and professional hockey player, Jim has been actively involved in youth hockey. He has also served on numerous charitable boards, including Recreation Unlimited. Outside the office, he spends time with his family traveling and enjoys golf and fly-fishing.

Daniel is celebrating more than fifteen years in a career that continues to fulfill his childhood interest in investing and a desire to help make a difference in people’s lives. During his career Daniel has helped clients navigate challenging market conditions by providing risk-managed investment strategies and helping them make informed financial decisions, rather than emotional ones.

Daniel’s client engagement process reflects his devotion to serving clients’ best interests as their lives evolve. He is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Chartered Retirement Planning Counselor℠ and Qualified Plan Financial Consultant designations

Prior to becoming a Financial Advisor, Daniel learned the importance of transparency as a project accountant for the Auditor of State of Ohio. Daniel is a graduate of Miami University of Ohio, where he majored in Finance and Economics. When Daniel is not serving his clients he enjoys travel, music, film, reading, playing golf and other sports, and rooting for Buckeye's football. He also understands the importance of giving back to the community – Daniel serves on the Development Board of Nationwide Children’s Hospital, works with the Mercator Club of Columbus, and supports the Thyroid Cancer Survivors’ Association. Daniel and his wife, Lauren, reside in Grandview with their two children.

Irene has been an instrumental member of the team since 2008. Irene has played integral roles in optimizing the group’s efficiency and helping enhance the client experience. In addition to handling clients’ transactional, account and administrative needs and requests, Irene has come to recognize many clients’ voices when they call – bringing them a personal touch and serving as their responsive liaison with other team members and professionals within Morgan Stanley.

Irene earned a Bachelor’s degree in Journalism from Ohio University. High energy inside and outside the office, Irene gives back by volunteering at Church of the Resurrection, New Albany Athletics and at local community events. She is a huge fan of the Pittsburgh Steelers, Notre Dame and her alma mater’s football teams. Irene and her husband, Michael, reside in New Albany with their children.