The Crawford-Hogan-Wang Group at Morgan Stanley

Sandra Wang, Senior Vice President, is a Senior Portfolio Management Director, CERTIFIED FINANCIAL PLANNER™, and Financial Advisor leveraging her multidisciplinary background in advising families through wealth accumulation and transfer. Her mission is to ensure the successful stewardship of clients’ wealth across life stages and generations.

In her work with clients, Sandra develops tailored retirement, philanthropic, estate and tax planning strategies, while helping clients navigate key life transitions including divorce, sudden wealth, special needs, or business succession planning. Sandra advises executives on strategies for employer stock concentration, implementing tax-efficient and opportunistic deconcentration over time, including establishment of 10b5-1 plans to allow insiders to divest in compliance with insider trading laws. Sandra works with families with special needs (an areas she holds close to heart in her own family life) to help them establish and manage Special Needs Trusts for their loved ones. Sandra also leverages strategic partnerships across the firm, including Family Office Resources, to help ultra-high net worth clients manage the complexities of their wealth and provide Next Gen wealth education to sustain the values which created the wealth.

Sandra has been featured in national media for her work with families to address their conflicts around money including The New York Times, MSN Money, Parents magazine, National Public Radio “The Takeaway” as well as the personal finance book “The 10 Commandments of Money.”

Sandra was named to Forbes Magazine’s Top Wealth Advisors Best-In-State rankings in 2024, 2023 and 2022, Forbes Magazine’s Top Women Wealth Advisors Best-In-State in 2025, 2024, 2023 and 2022, Forbes Magazine's Top Women Wealth Advisors in 2021 and 2020, as well as Working Mother Magazine’s Top Wealth Advisor Moms in 2021, 2020, 2019, 2018 and 2017 inaugural rankings. Sandra’s team was also named to Forbes Magazine’s Best-In-State Wealth Management Teams 2025, 2024, and 2023 inaugural rankings.

Sandra earned her International MBA from Instituto de Empresa in Spain as a Fulbright Scholar, graduating with honors, her Master’s degree in Psychology from JFK University and her Bachelor’s in English Literature from UC Berkeley as a Regents Scholar, Highest Honors. Sandra also worked in health care management in the beginning of her career as a clinical supervisor and Licensed Marriage and Family Therapist. Sandra is fluent in English, Mandarin and Spanish.

In addition, she has earned a number of industry and firm designations – including Chartered Financial Consultant^®, Certified Divorce Financial Analyst^®, Lending Specialist, Workplace Advisor - Equity Compensation, and Family Wealth Director, a designation achieved by a select group of advisors who possess a high caliber of education and experience in advising ultra-high net worth clients on wealth transfer, family governance, estate and philanthropic planning. Sandra serves on the Western Regional Financial Advisor Council representing Silicon Valley Markets.

In her spare time, Sandra has taught financial and retirement planning courses through Stanford University’s Continuing Studies Program for over a decade. She has backpacked to 55+ countries and enjoys adventures with her husband and 3 children. Sandra has earned two black belts (Traditional 1st Degree and Elevated) in taekwondo – and holds title as a 2-time World Champion in 2024 and 6-time State Champion in 2024, 2023, and 2022 with National Martial Arts Alliance (NMAA). Sandra shares her expertise as a volunteer Judge for martial arts tournaments across the country.

Sandra is passionate about giving back to the community, and her family volunteers as puppy raisers for Guide Dogs for the Blind, with the mission of training guide dogs to empower the visually impaired with greater independence. The family’s previous Guide Dog pups who have graduated from their household include a working Guide Dog in Philadelphia and a Breeder Dog creating a next generation of future Guide Dog puppies. Sandra serves on the board of Outlook Christian Church and is a founding board member of Friends of the Davidson Academy.

2022, 2023 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded 2022, 2023). Data compiled by SHOOK Research LLC based on 12-month time period concluding in June of year prior to the issuance of the award.

2022, 2023, 2024,2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors) Source: Forbes.com (Awarded 2022, 2023, 2024, 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.

2023, 2024, 2025 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023, 2024, 2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.

Dáire has worked in the financial services industry for over twenty years. He is a Chartered Financial Analyst charter holder, a CERTIFIED FINANCIAL PLANNER practitioner, a Certified Investment Management Analyst designee, and is a member of the Financial Planning Association and the CFA Institute.  Dáire received Bachelor of Arts (English and History) and Bachelor of Science (Finance) degrees from the National University of Ireland and a Postgraduate Diploma in Statistics from Trinity College, Dublin. 

Within the Crawford-Hogan-Wang Group, Dáire is responsible for helping clients formulate their investment policy, investment analysis and due diligence, portfolio management, and relationship management.

In his spare time, Dáire can often be found on the golf course, out cycling, or enjoying a game of squash.  He lives with his wife, daughter, and son in Redwood City.

Evan is a Chartered Financial Analyst^® charter holder and CERTIFIED FINANCIAL PLANNER™ practitioner. His areas of focus are comprehensive financial planning and investment management. Evan graduated from the University of Southern California with a Bachelor of Science in Business Administration with an emphasis in Financial Management.

Within the Crawford-Hogan-Wang Group, Evan is responsible for relationship management, financial goal modeling and analysis, portfolio management, and business development.

Evan lives in El Granada with his wife and two children. In his free time, Evan enjoys spending time outdoors – hiking, skiing, or standing in a river or on a boat trying to dupe a fish with his flies.

Drawing on over 20 years of experience in the tech and financial services industries, John Wang is a Senior Vice President and Portfolio Management Director within the Crawford-Hogan-Wang Group at Morgan Stanley.

In his current role, John is responsible for state of the art financial modeling, investment research/implementation, due diligence, and delivering the firm to clients. Serving as the team’s Portfolio Manager, John stays current with economic trends and leverages the intellectual capital of top financial institutions to construct portfolios that align with clients’ goals and core values – including impact investing.

John is a Morgan Stanley Workplace Advisor - Equity Compensation, specializing in helping corporate insiders and executives with tax-smart strategies to generate liquidity from stock concentration. He constructs plans for systematic and opportunistic diversification over time while managing the impact of capital gains, utilizing exchange funds for tax deferred diversification or 10b5-1 plans to trade through open/closed windows. John currently holds his Series 7 and 66 Securities Licenses as well as his Insurance Licenses.

John's team was recognized by Forbes in their Inaugural 2023 Best-In-State Wealth Management Teams ranking and John was also named to Morgan Stanley’s Pacesetter’s Club from 2019-2021, a recognition for Financial Advisors who, in their earlier years with the firm, demonstrate the highest professional standards and first-class client service.

Prior to Morgan Stanley, John worked for the chipmaker, Nvidia, as a Senior Analyst. This role has provided John with a keen understanding of tech and industrials sectors. John has held various roles in his career in Silicon Valley, including Senior Demand Planner, Financial Analyst, Marketing Specialist, and Business Manager.

John earned his MBA from Santa Clara University with an emphasis on International Business, and his Bachelors in both Economics and Psychology from UC Berkeley as a Regents Scholar, graduating with High Distinction, Phi Beta Kappa. John is fluent in English and Mandarin.

In the community, John enjoys staying active and can be found hiking, camping, playing basketball, swimming, snorkeling and scuba diving. John is a licensed pilot, though lately flights of fancy in a good book have replaced actual flights in a Cessna 172. He, along with his wife and 3 very active kids, all currently hold red-black belts in Taekwondo as they work towards their black belts. He and the family serve as volunteer puppy raisers for Guide Dogs for the Blind, with the mission of raising guide dogs to empower someone else’s life.

Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.

Hoyin joined The Crawford-Hogan-Wang Group in 2013 as a Client Service Associate. Prior to joining Morgan Stanley, Hoyin was a Licensed Relationship Banker where he helped clients with retirement planning, mortgage  loans, business banking and transaction processing. Hoyin attended UC Riverside and studied Economics Administrative Studies. Hoyin is fluent in English, Cantonese, and Mandarin. Hoyin lives in Fremont and enjoys travel, dining, bowling, and badminton.

Sophia joined The Crawford-Hogan-Wang Group in 2017 as a Registered Wealth Management Associate, where she is responsible for client service and operations management. She is a Registered Representative and holds her Series 7, Series 66 and CA insurance licenses.

Sophia brings over 20 years of banking and finance industry experience to the Crawford-Hogan-Wang Group. Previously, she was a Wealth Management Private Banker for Wells Fargo's Private Bank in Palo Alto, California. As a private banker, she assisted high-net-worth clients with a wide range of banking, lending, and cash management services. She earned her B.S. in Business Administration and Marketing from San Diego State University.

When she's not in the office, she can be found volunteering, spending time with her family and leading an active lifestyle. In 2023, Sophia became an active member of the Young Men’s Service League (YMSL) San Mateo chapter along with her teenage son. YMSL is a non-profit national organization committed to assisting, serving and supporting those who are in need in the community while developing leadership skills among its members and promoting mother-son relationships.

Verniece Tai is a Portfolio Associate with The Crawford-Hogan-Wang Group where she serves as “the organizational glue” behind the team’s operations, investment implementation, team member training and mentorship, and client service.

Central to the team’s ethos is an unwavering commitment to excellence and relentless follow-through. No matter how stressful or complex the situation, Verniece handles all requests with patience, diligence, and care.

Reliable, dependable, and detail-oriented, Verniece enjoys getting the job done and getting it done efficiently, constantly finding ways to navigate toward systems and improved processes. Verniece’s favorite part of her job is spending time with clients and the team every day. She finds great motivation in knowing that the teams’ clients are well taken care of and that their needs are being met with expedience. Verniece takes on leadership responsibilities as she supports the team’s new employee development and training, and serves as a mentor to her junior colleagues at the firm.

Prior to joining Morgan Stanley, Verniece was with JPMorgan Chase for 9 years as a Licensed Relationship Banker, where she earned several promotions and held managerial duties. At Chase, she excelled at building strong relationships with her team and clients, helping clients simplify and address day-to-day transactions, business banking, and retirement planning. That passion for client care and outstanding service delivery is the same passion she carries into her work today.

Verniece is fluent in English, Mandarin and Cantonese. She attended Academy of Art University in San Francisco and studied Architecture & Designs. Outside of work, Verniece enjoys spending time with her husband and two dogs as well as hiking, road tripping, visiting beaches and exploring new restaurants in the city. Her passion for travel and adventure brought her to an ice cave for her wedding a few years ago.

Serena joined The Crawford-Hogan-Wang Group in 2019 and is a Portfolio Associate, where she is responsible for client service, operational support and investment implementation.

Serena earned her degree in political science and minor in economics and Asian American studies from UC Irvine. Before joining Morgan Stanley, she worked as an administrative assistant at Registered Investment Advisor firm Pantheon Wealth Planning.

Serena's strong sense of curiosity and urge to continually broaden her global perspective drive her interests to meet new people, travel and immerse herself in different cultures. She recharges spending quality time with others, meditating and solving puzzles. Serena is a Registered Representative and holds her Series 7, Series 66 and CA insurance licenses.

Elaine Ho is a Registered Client Service Associate with The Crawford-Hogan-Wang Group at Morgan Stanley. In her current role, Elaine is responsible for all areas of client service and operational support, including streamlining daily operations, tending to client needs, and facilitating transfers, account maintenance and documentation. Elaine is passionate about helping the teams’ clients with their investments and achieving their life goals through active communication and maintaining stellar client relationships, while bringing the firm’s resources to their fingertips.

For Elaine, her job is done only when she can carry a client through a perplexing and stressful situation with grace and expedience, and she cherishes the opportunity to be meaningfully engaged with clients’ personal life events.

Prior to joining Morgan Stanley, Elaine spent several years working as a licensed real estate professional at a leading Palo Alto real estate brokerage, DeLeon Realty, assisting clients with multi-millionaire dollar transactions. Through this experience and her exposure to the bankers, financial professionals and institutions that assist with these transactions, she soon learned just how important a clients’ overall financial situation is to the many important milestones in their personal financial journey, sparking her passion for finance and leading her to pursue a career in wealth management.

Elaine was born in the U.S. and grew up in Hong Kong, where she earned her bachelor’s degree with a concentration in Marketing from Hong Kong Shue Yan University. Elaine is fluent in English, Mandarin, and Cantonese, and she currently holds her Series 7 & 66 Securities Licenses. Outside of work, Elaine enjoys hiking, travelling, exploring the city, attending church, and trying out new restaurants in the city. She is proud to have visited over 20 countries over the years.