The Fenn-Anstruther Group at Morgan Stanley

I work with individuals and families on bridging the gap between planning and investing enabling them to have the confidence in the financial decisions they make.

As a founding member of the Fenn-Anstruther Group at Morgan Stanley, I am responsible for the strategic leadership of the team. As a Senior Investment Management Consultant and Senior Portfolio Management Director, I leverage our tremendous resources to build and manage long-term diversified investment strategies with the sole focus of meeting our client’s financial planning needs. 

I became licensed in 1994, while I was still an undergraduate at California Polytechnic State University. After graduating in 1996 with a bachelor’s degree in finance, I joined my father, Quentin Fenn-Anstruther, to build the Fenn-Anstruther team at Smith Barney (which merged with Morgan Stanley in 2009). In 2006, I earned the prestigious CERTIFIED FINANCIAL PLANNERTM designation, which allowed me to add a sophisticated level of financial and wealth planning knowledge to our team’s already considerable resources.

With more than 20 years of industry experience, I feel it is very important to have a true work-life balance.  At work, I am very focused on the financial well-being of our clients.  Away from work, I coach AYSO soccer, help out at my children’s school, help to fundraise for our PTO, and make time to surf regularly.  I enjoy every minute of my time with my wife and two children.

Named to:
2021, 2022, 2023, 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021, 2022, 2023, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2023, 2024, 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period from 3/31/23–3/31/24.
Awards Disclosures

I started my career at Morgan Stanley including its predecessor firms in 2003, and joined The Fenn-Anstruther Group in 2008 as a Financial Advisor. I hold the Portfolio Manager, Investment Management Consultant, and Financial Planning Specialist designation at Morgan Stanley.

Each new relationship begins with a comprehensive wealth planning assessment which includes a Lifeview analysis, our firm’s holistic planning software. 

Along with holding a Portfolio Manager designation, our team has access to hundreds of the world’s preeminent money management firms. This includes SMA’s Separately Managed Accounts, Mutual Funds, ETF’s, and Unified Managed Account Strategies.  The Fenn-Anstruther Group’s Portfolio Management Strategies leverages these extensive resources on an ongoing basis providing client’s access to our firms Global Investment Committee, and Research Analysts and Strategists.  Additionally, we access a wide selection of third-party investment managers and intellectual capital that regularly share their market views.

I help clients invest with confidence throughout various economic, business and market cycles  I have experience assisting executives with Stock Plan Awards such as RSU’s, Options, and ESPP Employee Stock Purchase Plans through Morgan Stanley’s Global Stock Plan Services. 

I feel it’s very important to educate our clients on financial topics such as Long-Term Care, Alternative Investments, Socially Responsible Investing, Education Planning, Lending, Wealth Transfer Strategies, and Philanthropic Services to name a few. 

I am a graduate of Western Michigan University with a Bachelor’s Degree in Business & concentration in Personal Financial Planning. A native of Michigan, I enjoy water-sports of many kinds, surfing regularly, downhill skiing and snowboarding, beach cleanups, the beautiful California Coast and visiting National Parks.

I work to simplify the financial lives of my clients. Together, we combine all of the different facets of your financial life into a comprehensive and comprehensible whole. 

As a Financial Advisor with the Fenn-Anstruther Group, I focus on investment analysis, retirement planning services and wealth planning strategies for new and existing clients.  I’m here to provide ongoing guidance and financial education as needed.  I also specialize in helping clients who hold concentrated stock positions to expand their holdings into a more diversified portfolio that aligns with their goals. 

I began my career at Dean Witter in 1997 after receiving a degree in finance from California Polytechnic State University. I joined the Fenn-Anstruther team in 2011 and I enjoy the daily challenge of finding solutions to my clients’ unique financial issues, such as determining the best way to buy a new home, how to fund a child or grandchild’s education, or when to make the transition from saving for retirement to paying for retirement. I create financial models to help us track a portfolio’s progress towards a particular goal and make sure that each client’s portfolio matches where they are in their investment life cycle.

Outside of work, my life revolves around family and volunteer activities.  I help to fundraise for a number of organizations, including the local chapter of Special Olympics, Rancho Los Alamitos and the Women’s Shelter of Long Beach.  I also volunteer at the events of the local Special Olympics games, as well as at the organization’s World Games. A California native, I am outdoors as much as possible, surfing, golfing, or refereeing and playing in a men’s soccer league.

James is a Financial Advisor and Senior Portfolio Manager with the Fenn-Anstruther Group at Morgan Stanley. James became a financial advisor with Morgan Stanley in 2013. He is a Financial Planning Specialist who helps client achieve success by developing investment strategies based on a client’s risk tolerance and financial goals. He believes in doing what is best for the client and their goals.
James graduated from Liberty University with a Bachelors in Science degree in Business/Economics and is a member of the SIGMA BETA DELTA International Honor Society for Business, Management and Administration. James enjoys spending every moment with his wife and 3 children, coaches little league baseball, is involved in his church, and enjoys the great outdoors.

Ronald is a Wealth Advisor and Senior Portfolio Manager with The Fenn-Anstruther Group at Morgan Stanley Wealth Management. He began his career in the securities industry as a broker with Dean Witter & Co at its San Francisco headquarters in 1976. His entry coincided closely with the introduction of listed options, an investment strategy he has studied and utilized extensively for nearly 4 decades. He was selected for manager training in 1978, and was named branch manager of Witter's Long Beach office, a position he held from 1980 to 1994.
 
Ronald earned a Bachelor of Arts degree in Journalism from San Diego State College in 1968 and served 6 years in the Navy with the United States Pacific Fleet. He currently resides in Long Beach. For recreation, Ronald enjoys fishing with his grandson, climbing in the Sierra and Cascade ranges, motorcycling and vacationing at The Sea Ranch in Northern California.

Josh is a Financial Advisor and Senior Portfolio Manager with The Fenn-Anstruther Group at Morgan Stanley Wealth Management. Josh entered the financial services industry in 2003 with Morgan Stanley Dean Witter. He is a results oriented financial advisor with a strong background in personal financial management, with a primary focus in helping clients turn their retirement savings into retirement income.
 
Josh graduated from UC Riverside in 2003 with a Bachelor of Arts degree in Economics, Law & Society. He currently splits his time between Long Beach, CA and Vancouver, WA, and enjoys hiking with his huskies and playing golf.

Kyle is a Financial Advisor and Senior Portfolio Manager with The Fenn-Anstruther Group at Morgan Stanley Wealth Management. In 2011, he joined the Rand group after working in the financial services industry for 6 years. Kyle's primary responsibilities revolve around client relationships, investment strategies, managing risk, and generating income. He has a wide range of areas of expertise, with a strong focus on fixed income, insurance, annuities and lending. 
 
He graduated from California State University, Long Beach in the President's Scholars Program with a Bachelor of Arts degree in Finance in 2005. For recreation, Kyle enjoys surfing, hiking, basketball, and yoga. Kyle currently resides in Long Beach with his wife and two boys, Dash and Bo.

As the founding member of the Fenn-Anstruther Group at Morgan Stanley, I have had a long and successful history of providing wealth management counsel and guidance to entrepreneurs, business owners, and local executives in the Long Beach, California community.

I entered the financial services industry as Financial Advisor in 1976, earned my CFP^® designation in 1987 and began a partnership with my son, Brad, in 1996. As one of the first CERTIFIED FINANCIAL PLANNERSTM in the country, I was an industry trailblazer in understanding the need to transform my client relationships from a transactional basis to one that is based on long-term planning, careful, holistic analysis and deep understanding of clients' goals and needs. 

My family and I have lived in the Long Beach community for more than 30 years. Outside of work, I enjoy spending time with my grandkids, golfing, researching the markets, and taking trips to Lake Tahoe.

Delisa joined Dean Witter in Long Beach in 1984 and rapidly advanced with the firm. She has served in all operational capacities including Branch Manager's Assistant and Operations Manager. Delisa became Series 7 registered in 1990. In her leisure time, Delisa enjoys running, hiking, cooking, and spending time with her two sons, husband and their Australian Shepherd.

As Senior Client Services Associate, I am the first point of contact for clients at the Fenn-Anstruther Group. Every day, I assist our clients with opening accounts, transferring money, implementing name changes, providing account updates, and solving most administrative problems. I have been with the team since the beginning of 2008 and I aim to exceed client expectations with every interaction. I am also the team's technology help desk. I schedule a technology call with every new client to help the enroll in Morgan Stanley's online resources and I am always available to answer questions technical or otherwise or to find a direct line to the right person. 

Prior to joining Morgan Stanley in 2007, I worked in the medical billings field.

Outside of work, I enjoy spending time with my family, cheering on and volunteering with my daughters' many school activities. I am also an avid cyclist and hiker.

Scarlette joined Morgan Stanley in 2021. She has over 7 years of industry experience. Scarlette has been Series 7 licensed and Series 66 licensed and is also a Notary Public. As a Client Service Associate, Scarlette is committed to providing an exceptional client experience by focusing on client’s administrative and operational needs.

Outside of work, she enjoys spending time with her family at the beach.