The Cooper Network at Morgan Stanley

Andrew “Chip” Cooper is a Managing Director, Financial Advisor, and Senior Portfolio Management Director with The Cooper Network at Morgan Stanley. Since 2004, he has worked closely with corporate executives, entrepreneurs, and multigenerational families to help bring structure and long-term perspective to even the most complex financial landscapes.

After earning a B.S. in Finance from Tulane University’s A.B. Freeman School of Business, Chip began his advisory career in 2004 at Smith Barney, remaining with the firm following its acquisition by Morgan Stanley. Over more than two decades in the industry, he has built deep experience guiding high and ultra-high net worth clients across volatile markets and major life milestones. Blending real-world experience with a deep technical skillset, he earned the Certified Portfolio Manager (CPM^®) designation — a credential reflecting advanced training in valuation analysis, portfolio construction, and risk management.

Today, Chip’s work centers on portfolio management, comprehensive financial planning, and concentrated wealth diversification. Working with many clients with highly concentrated equity positions and complex compensation structures, he grounds his advisory approach in deep discovery — developing customized investment and planning strategies that align directly with each client’s goals, risk tolerance, and long-term priorities. His aim is to help ensure that financial decisions remain both disciplined and deeply personal. To do that, he works within the team-based investment framework of The Cooper Network, contributing a practical, client-centric perspective to a collaborative process built around precision, accountability, and long-term stewardship.

Outside the office, Chip lives with his wife, Carrie, and their two children, Riley and Drew. He enjoys coaching youth baseball and softball and spending time on the golf course.

He holds the Certified Portfolio Manager (CPM^®) designation, achieved after completing a rigorous program designed to advance an advisor’s knowledge in three vital areas: valuation analysis, portfolio construction and risk management. Chip is also a, Financial Planning Specialist, and a Portfolio Management Director. He holds a B.S. in Finance from the AB Freeman School of Business, Tulane University.

Chip and his wife, who also works for Morgan Stanley, have two children. He is a statistics fanatic, avid baseball fan, physical fitness enthusiast, and golfer.

George’s affinity for statistics and numbers led him to a career in financial services. He began his career as an associate at Barclays Global Investors (now BlackRock) before joining the team at Morgan Stanley in 2001. Today, George works with clients to provide solutions to all aspects of their wealth management needs.

George is a Senior Portfolio Manager, and holds the Chartered Market Technician (CMT) certification.

George is a graduate of Lewis & Clark College in Portland, OR. He was a director on the Lewis & Clark College Board of Alumni and was the Finance Committee Chair. He also serves on the Investment Committee for the endowment of Westover School in Middlebury, CT.

George lives in Menlo Park, CA. He is a physical fitness enthusiast, and in his free time, he likes to read, ski, fly fish, and coach his children’s sports teams. George is actively involved with a number of charitable and volunteer organizations in his community.

Roger Barlow is a Wealth Management Associate with The Cooper Network at Morgan Stanley. With more than 27 years in the industry, he helps clients navigate the day-to-day complexities of their financial lives, managing the details and operational tasks that can otherwise demand attention and energy. By taking these responsibilities off their plate, Roger allows clients to focus on what matters most — their careers, families, and passions — while aiming to help ensure that their wealth is thoughtfully stewarded across generations.

An Oregon native, Roger earned his Bachelor’s degree from the University of Oregon, attended law school at Boston University, and has pursued graduate-level coursework in taxation at Golden Gate University. He also holds the Certified Financial Planner (CFP^®) designation through the American College in Bryn Mawr, PA — a credential widely recognized as the gold standard in financial services. This rigorous training provides him with deep knowledge of financial planning concepts, tax considerations, and wealth management processes, enabling him to deliver precise, reliable support for clients and advisors alike.

Over his nearly three decades with The Cooper Network, Roger has cultivated enduring relationships with many third-generation families, providing continuity and a steady presence that clients can rely on across market cycles and life transitions. In his day-to-day work, he ensures that clients’ accounts run seamlessly, managing everything from account openings and money movement to trade coordination and other administrative matters with precision, discretion, and care. Known for his meticulous attention to detail and methodical approach, he helps clients implement with both rigor and reliability.

Outside the office, Roger enjoys reading, classical music, and spending time with his family.

Phone: (415)984-6676

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Disclaimer: This role cannot solicit or provide investment advice

Nicholas is a Portfolio Management Associate with The Cooper Network at Morgan Stanley. Known for his high energy, precision, and competitive drive, he helps ensure that client portfolios are implemented thoughtfully, monitored closely, and continually aligned with their long-term strategic objectives.

A graduate of the University of Oregon with a degree in Finance and a minor in Economics, Nic entered the industry with an already well-developed passion for the markets, having spent years studying and trading equities and options alongside his formal education. He joined Morgan Stanley in 2023 after working as a Financial Consultant at Equitable Advisors, bringing with him a modern, hands-on market perspective paired with a strong foundation in analytics and market mechanics. From options strategies and concentrated stock management to risk analysis and trade execution, Nic’s work reflects the institutional discipline that defines The Cooper Network’s investment approach — informed by both technical rigor and a new-generation lens on the markets.

In his day-to-day work, Nic plays a hands-on role within the team’s trading and portfolio operations, supporting trading execution, portfolio analytics, stock research, and risk management across client accounts. He builds and models option illustrations for the team’s concentrated stock management strategies, assists with implementing covered call and other derivative-based solutions, and helps translate complex market concepts into educational tools clients can understand and trust. Detail-oriented and highly adaptive, Nic thrives in fast-moving market environments — bringing focus, flexibility, and a client-first mentality to every task he undertakes.

Born and raised in the Bay Area, Nic remains deeply rooted in the community he serves. Outside the office, he stays active through golf, the gym, wakeboarding, snowboarding, and competitive recreational sports leagues. He is an avid supporter of Movember as well as a devoted Oregon Ducks fan and Bay Area sports follower. Most of all, he values time spent with family, friends, and his dog, Mac.

Michael Maul is a Senior Registered Client Service Associate and Financial Planning Specialist with The Cooper Network at Morgan Stanley. As one of the team’s primary client liaisons, Michael plays a pivotal role in delivering the high-touch service and operational precision required by entrepreneurs, executives, and multi-generational families.

Earning a Bachelor’s degree in Business Administration from California State University, Monterey Bay in 2019, Michael also competed for three years as a member of the university’s soccer team. Since joining Morgan Stanley in 2021, Michael has distinguished himself through a professional approach grounded in accountability, organization, and consistent execution. In 2024, he was appointed to serve as a San Francisco/Hawaii Market Coach, partnering with branch leadership to train new service professionals and provide peer coaching on best practices for elite client servicing. Within the firm, Michael has also earned the Financial Planning Specialist designation, which allows him to support sophisticated client needs with precision guidance and calm efficiency.

In his day-to-day work, Michael’s approach blends an old-school work ethic with forward-thinking perspective. Overseeing a broad range of client service and operational functions, he primarily focuses on advanced cash management needs, account administration, and coordination across multiple custodial and banking platforms. He also supports the advisory team by streamlining workflows, preparing detailed performance reporting, identifying operational and risk considerations, and implementing firm enhancements that help foster both efficiency and control. At the end of the day, his work helps ensure that the infrastructure behind each client relationship operates seamlessly — allowing advisors and clients alike to remain focused on strategic objectives rather than logistics.

A Bay Area native raised in Danville, Michael remains active through hiking, golf, and soccer. He is also an avid music enthusiast and enjoys playing piano and attending live concerts. A lifelong supporter of Arsenal and the San Jose Earthquakes, he brings the same discipline and competitive drive from sport into every aspect of his professional life.