Phone:
(650) 234-5968(650) 234-5968
Morgan Stanley Private Wealth Management
The Dounias Team
Direct:
(650) 234-5968(650) 234-5968
Our Mission Statement
Delivering the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues.
Welcome
As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.
We are attentive to evolving market conditions and changes in our clients’ lives, and we adapt accordingly. We believe complete transparency and a continuous dialogue between our team and the client is key to a great relationship and has helped us to consistently grow our business over the past 11 years.
We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
We are attentive to evolving market conditions and changes in our clients’ lives, and we adapt accordingly. We believe complete transparency and a continuous dialogue between our team and the client is key to a great relationship and has helped us to consistently grow our business over the past 11 years.
We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
Capabilities
- Family Governance & Wealth Education
- Consolidated Reporting
- Corporate Services
- Corporate Stock Plans
- Retirement & Pension Plans
- Philanthropy Management
- Proprietary Investment Opportunities
- Manager Selection
- Open-Architecture Platform
- Investment Management
- Comprehensive Wealth Planning
- Sustainable & Responsible InvestingFootnote1
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 300 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $775 billion in AUM1
- Comprising 25% of the Barron’s Top 100 Financial Advisors list for 2023
- 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, 2023
Source: Barron's.com (April 2023) 2023 Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
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
- $5.1 trillion in AUM1
- Total Deposits $351 billion1
- Morgan Stanley reported full year net revenues of $54.1 Billion in 20232
- Morgan Stanley's Global employees approximately 80,0001
- The Tier 1 risk-based Capital Ratio under U.S. Basel III was approximately 15%1
- $314 billion in liquidity reserve1
1As of December 31, 2023, Morgan Stanley Quarterly Financial Supplement
2MorganStanley.com/InvestorRelations
Location
2725 Sand Hill Road
Suites 100 & 200
Menlo Park, CA 94025
US
Direct:
(650) 234-5968(650) 234-5968
Meet The Dounias Team
Erica Weeks
Registered Associate
Phone:
(212) 761-7334(212) 761-7334
Alexander Hoerle, CFP®
Assistant Vice President
Phone:
(212) 761-7532(212) 761-7532
Jennifer Cai
Sr. Registered Client Service Associate
Phone:
(415) 576-8780(415) 576-8780
About Emmanuel Dounias
Emmanuel Dounias is a Private Wealth Advisor with Morgan Stanley’s Private Wealth Management division in Menlo Park, CA. Emmanuel joined Morgan Stanley in 2007, after having led Merrill Lynch’s Fixed Income Trading Technology Group. He also worked on the Fixed Income Sales and Trading desk at Grupo Santander in Madrid, Spain. In his current role, he works in asset allocation, manager selection, fixed income analysis, private investments, and tax and estate planning strategies.
A native to New York City, Emmanuel graduated with a degree in Chemistry from New York University and earned his MBA in Finance from The Kellogg School at Northwestern University. He is a member of the Hellenic Chamber of Commerce and Leadership 100. Emmanuel now lives with his wife and two sons in Los Gatos, CA.
A native to New York City, Emmanuel graduated with a degree in Chemistry from New York University and earned his MBA in Finance from The Kellogg School at Northwestern University. He is a member of the Hellenic Chamber of Commerce and Leadership 100. Emmanuel now lives with his wife and two sons in Los Gatos, CA.
Securities Agent: CO, RI, NY, NV, MT, KS, DE, MD, UT, VA, WY, VT, FL, NC, MN, MI, IL, DC, WI, TN, OR, GA, CA, TX, MA, OH, NJ, SC, SD, NH, ME, CT, PA, WA, AZ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1403988
NMLS#: 1403988
About Erica Weeks
Erica’s current role as a Registered Associate on the team involves working on opportunistic client projects, research, trading, and portfolio monitoring and analysis. She holds the Series 7 and 66 registrations. Erica began her career at Morgan Stanley as a summer intern in the Private Wealth Management division in 2016. Her hard work and personable nature earned her a full time position in PWM upon graduating from the University of South Carolina in May 2017.
Erica graduated with a double major in International Business and Finance, and a minor in Brazilian Portuguese. Throughout her time at college, Erica worked in management consulting at Capitol Consultants in Cayce, SC. Her experience at the firm led her to build client relationship skills perfect for her PWM position in New York.
Erica now lives in the Financial District of Manhattan. When she can, Erica enjoys travelling abroad and snowboarding out west in Colorado.
Erica graduated with a double major in International Business and Finance, and a minor in Brazilian Portuguese. Throughout her time at college, Erica worked in management consulting at Capitol Consultants in Cayce, SC. Her experience at the firm led her to build client relationship skills perfect for her PWM position in New York.
Erica now lives in the Financial District of Manhattan. When she can, Erica enjoys travelling abroad and snowboarding out west in Colorado.
About Alexander Hoerle
Alex has 23 years of experience in the financial industry. He started his career with Preferred Capital Markets in 1997. He joined Morgan Stanley in 2003 as a Financial Advisor. He has experience in several areas of client portfolio management, including broad expertise in equities and fixed income, asset allocation models, financial planning, separately managed accounts, 10b5-1 plans, 401(k) retirement plans and college savings plans. Alex grew up in New York City. He attended Cornell University, majoring in Political Science, and he holds an M.B.A. from New York University. In addition, Alex is a Certified Financial Planner (CFP). He lives in Larchmont, NY with his wife and three daughters and enjoys playing tennis and golf.
About Jennifer Cai
Jennifer currently serves the team as a client service associate and analyst. Prior to joining the team, Jennifer spent 20+ years specializing in corporate cash management and sustainable investing serving high net-worth clients at RBC Wealth Management. Outside of the wealth management space, she was a treasury analyst at Health Equity, where she provided oversight for company-wide cash position and forecasting, and maintained bank account structures and controls.
Jennifer holds the Series 7, 63 and 65 registrations. She graduated with a double major in International Relations, and a minor in Chinese at the University of California, Davis.
Jennifer lives with her husband and her two children in Pacifica, CA. She enjoys hiking, traveling, and spends most weekends on the field watching her son play baseball. If she’s not on the field, she’s at her daughter’s swim meet or basketball game.
Jennifer holds the Series 7, 63 and 65 registrations. She graduated with a double major in International Relations, and a minor in Chinese at the University of California, Davis.
Jennifer lives with her husband and her two children in Pacifica, CA. She enjoys hiking, traveling, and spends most weekends on the field watching her son play baseball. If she’s not on the field, she’s at her daughter’s swim meet or basketball game.
Contact Emmanuel Dounias
Wealth Management
Global Investment Office
Portfolio Insights
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
Article Image
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
Article Image
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
1Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
CRC 6295606 (3/2024)
