The Jacobs/Vorwald Group

With over 30 years of experience in wealth management, Dana Jacobs has developed broad investment knowledge with a focus in corporate executive and entrepreneurial services, which includes: balance sheet and liability management, tax, trust and estate strategies, implementation of customized investment strategies and family governance and dynamics.

Prior to joining Morgan Stanley, Dana served as a Managing Director at Barclays and a Managing Director in charge of the western United States Region of HSBC Private Bank. Earlier in his career, he spent 10 years as a Director in the Private Client Group at Credit Suisse First Boston and its predecessor firm, Donaldson, Lufkin and Jenrette. In 2018 Dana earned Morgan Stanley’s Family Wealth Director (FWD) designation. Dana was named a Forbes Best in State Wealth Advisor in 2020, 2021, 2022, and 2023.

Dana holds a B.A. from the University of California Santa Barbara, an MBA from the Anderson School of Management at UCLA, and is a CFA charter holder. He resides in the Hermosa Beach with his wife and two daughters.



2020, 2021, 2022, & 2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded Jan 2020, Feb 2021, Apr 2022, & Apr 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.

A 20-year wealth management veteran, Alan Vorwald is knowledgeable about all aspects of the investment process, including asset allocation, hedging and collaring, equity and fixed-income management, structured products, and alternative investments.

Alan and his team focus on entrepreneurs and their families. Specifically, they help entrepreneurs by accessing experts in the tax, trust and estate fields, as well as corporate law and investment banking. This team of advisors assists entrepreneurs and their families to grow their businesses in a tax effective manner, and ultimately to sell or transfer the business to the next generation. Subsequently, Alan and his team manage the liquid assets and continue to plan for the next generation. In recognition of his expertise, Alan was recognized on Forbes’ first ever list of America’s Best-in -State Wealth Advisors in 2018, 2019, 2022 and again in 2023.

Alan holds a BA from the University of Iowa and an MBA from the Kellogg School of Management at Northwestern University. He spent eight years living in cities across Europe, speaks German fluently and played in European basketball leagues. He resides in Highland Park, Texas, with his wife and five children, after having lived in Los Angeles for 21 years. Alan is a member of the Board of Overseers at the Hoover Institution at Stanford University.



​2018, 2019, 2022, & 2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded Apr 2018, Apr 2019, Apr 2022, & Apr 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.

Drawing on over 30 years of experience in wealth management, Anu Parks supports the team’s clients and Private Wealth Advisors, contributing to an outstanding client service experience. Prior to joining Morgan Stanley, she worked at Barclays as a Client Service analyst, and was a Financial Advisor and Senior Associate with Merrill Lynch in Beverly Hills.

Anu holds a BBA from the University of California Riverside and an MBA from the Marshall School of Business at the University of Southern California. She resides in Redondo Beach with her husband and daughter.

Henry Wu joined Morgan Stanley Private Wealth Management in 2016 after spending the previous three years at JP Morgan Securities. As a Wealth Management Associate, Henry’s responsibilities include, but are not limited to, bond trading, syndicate trading, and equity portfolio management. Aside from Morgan Stanley, Henry has worked for UBS Financial Services as a Branch Service Associate, Wells Fargo Advisors as a Client Services Associate, and JP Morgan as a Wealth Management Associate.
 
Henry Graduated from University of California, Irvine with a BA in Economics in 2007.  He lives in Redondo Beach with his wife and two kids.

Kayla Rafie joined Morgan Stanley Private Wealth Management in 2024. She had previously interned at Mutual of Omaha in their financial planning division and Wells Fargo as a banking associate. Contributions to the team include day to day administrative and operational activities.

Kayla holds a BS in Financial Services and a minor in Real Estate from San Diego State University. She was born and raised in Los Angeles and currently resides in Brentwood. She enjoys cooking, going to concerts with friends, and traveling.