The Lindbrook Group at Morgan Stanley

Rob has been with Morgan Stanley since 2003, and in 2021 became a member of the prestigious Presidents Club. Prior to this, he was a Vice President with Sanford Bernstein. Rob’s experience includes the development, execution and maintenance of investment strategies for wealthy individuals and families, endowments, and foundations. He focuses on the research and evaluation of investment managers, including traditional money managers, hedge-fund-of-funds, managed futures and private equity investments. Rob has completed the Wharton School’s distinguished Investment Management Analyst and Investment Strategist Programs to become a Certified Investment Management Analyst™ (CIMA^®).

Rob graduated from Villanova University, and earned a Masters of Science in Business Administration from Boston University. He also served four years in the United States Marine Corps. Rob is a member of the Investment Management Consultant’s Association (IMCA), and the Beverly Hills Estate Planning Council. He is on the board of US Lacrosse, the Southern California Chapter of the MS Society, and also serves on the board of Kids in Sports LA, which creates community led after school sports programs for youth in underserved areas of Los Angeles County. Rob is honored to be a member of the Villanova Career Advisory Council, providing thought leadership on matters that affect career development and the evolving job landscape. He also participates in the Villanova Athletics Student-Athlete Mentor Program. As one of a select few mentors, Rob works with his alma mater’s student-athletes on their short and long-term professional goals, their challenges and strategies for academic work-life balance, and preparation for post-graduate careers. He and his wife Christine live in Manhattan Beach with their children Michael, Reese and Charleston.

Dan has been with Morgan Stanley since 2003. Before joining Morgan Stanley, Dan was an Executive Director and Asset Management Consultant with CIBC Oppenheimer since 1989 and entered the financial services industry in 1984, when he joined Drexel Burnham Lambert. Dan assists private investors, retirement plan sponsors and foundations develop and implement long-term investment strategies including asset/liability management. Dan has knowledge of fixed income markets, including asset-backed securities, mortgage-backed securities, municipal bonds and corporate bonds. Industry recognition includes having been named to the Forbes Best-in-State Wealth Advisors list from 2020-2022.

As a Family Wealth Director Dan has professional knowledge and experience in a range of wealth management solutions including estate planning strategies, alternative investments, control and restricted securities, lending, hedging and monetization, and business succession planning.

Dan graduated from the University of California, Los Angeles. Dan and his wife, Marla, regularly volunteer their time cooking for Project Angel Food, a nonprofit organization that prepares and delivers healthy meals to feed people impacted by serious illness. Dan and Marla live in Encino. They have two grown children, Kevin and Samantha, who also live in Los Angeles.

"​2020-2023 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2020-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award."

Brittany joined Morgan Stanley in 2019 and has been named to the firm's Pacesetter's Club in 2021, 2022, 2023 and most recently in 2024. She is a Financial Advisor, Associate Vice President, Portfolio Manager, Global Sports and Entertainment Associate Director and Workplace Advisor - Equity Compensation at The Lindbrook Group at Morgan Stanley. Brittany also sits on the Global Sports & Entertainment Advisory Council at Morgan Stanley. Prior to joining Morgan Stanley, Brittany was an investment professional at Doheny Asset Management, working in the financial services industry. She played an integral role in equity and fixed income trading, securities analysis and portfolio management for wealthy individuals, families, endowments and foundations.

Brittany is very active with UNICEF; she currently Chairs the Next Generation Los Angeles Board of UNICEF and Chairs the Governance Committee. Brittany also sat on the Board of Directors for the Security Traders Association (STA), STA Women in Finance, Ellevate Network, and is a member of the CFA Society and Kappa Kappa Gamma Alumni Association. Brittany graduated from the University of California, Los Angeles with a Bachelor’s degree in Economics. Brittany currently resides in Los Angeles.

Casey joined Morgan Stanley in 2015 as a Sales Associate. His responsibilities included trading and maintaining large institutional accounts and constructing client performance reports. Casey became a Financial Advisor in 2019. He has a passion for building and maintaining long lasting relationships. Casey also focuses on individual security selection and analysis as well as conducting research over a wide array of different investment managers. Casey was also named to the firm's Pacesetter's Club in 2023.

Casey is a Bay Area native and enjoys golfing. He also participates in various charity driven events. Casey earned his Bachelor of Science degree from Arizona State University in 2012. He is also a member of the Sigma Chi Alumni Association. Casey currently resides in Santa Monica.

Andrew joined Morgan Stanley in 2016. He has been helping individuals and small businesses achieve their financial goals since 2004. He is a Certified Financial Planner™, and in 2007 Andrew became a Certified Investment Management Analyst^® after completing the IMCA program at the Wharton School of Management, University of Pennsylvania. He focuses on portfolio construction and comprehensive financial planning.

As part of his work with the CFP^® Board, Andrew has volunteered as a panelist for the Disciplinary and Ethics Hearing Committee in Washington, D.C. He also volunteers at the Financial Planning Days in Los Angeles, part of a national initiative to provide financial planning to families of all incomes. He has been honored the last few years to work with students around Los Angeles, including at the Curtis School and Lang Ranch Elementary, as part of the SIFMA Foundation’s Invest It Forward™ program. Andrew graduated cum laude from Boston University with a B.A., majoring in psychology and minoring in economics.

Andrew is an avid triathlete, and is honored to have raced at the 2019 ITU World Championships in Switzerland as a member of Team USA. Andrew and his wife, Jessie, live in Culver City with their two dogs, Orzo and Leo.

Amy has been providing financial service support to clients for over 25 years. As a fully registered Wealth Management Associate, Amy is the lead contact with clients for administrative problem resolution and complex life event navigation. While overseeing all operational aspects of The Lindbrook Group’s administrative processes, she also serves as a resource to other Associates throughout the firm and is frequently selected to participate in new service and technology pilot programs.

Amy’s professional passion is working directly with clients to identify and solve their needs and concerns. She is a published poet, a Volunteer Director for the Woodland Hills Children’s Theater and a Congressional District Leader for The ONE Campaign to Make Poverty History. Amy lives in West Hills with her husband, Grahm, and son, Jack.

Xzavier joined Morgan Stanley in 2017 through the Wealth Management Operations Analyst Campus Recruiting Program. He spent the first 5 years of his career rotating through various roles in Wealth Management Ops including Private Banking Business Management, Mutual Funds Project Management and Operations Project Strategy. His responsibilities included managing financial reporting, forecasting and risk analysis for the Private Banking divisions, identifying and implementing strategic solutions across traditional & alternative investments and spearheading multi-year platform integration initiatives. Xzavier moved from New York to LA and joined the Lindbrook group in the middle of 2022. He is driven, focused and solution oriented with a passion for establishing and enhancing long lasting client relationships.

Xzavier is an east coast native that is looking forward to expanding his west coast network after relocating to Los Angeles. He received his bachelor’s degree in criminology and political science from West Virginia University before pivoting into the finance industry. He is a self-educated skincare enthusiast and all-around creative that participates in skincare and beauty branding, education and partnerships outside of the office.

Michael has been in the Wealth Management industry for 6 years which his experience includes many aspects such as portfolio management and building client relationships. He also has been responsible for providing clientele with several options for retirement planning and mutual fund choice selection. Michael joined Morgan Stanley in 2022 as a Client Services Associate where he has taken on the responsibilities of handling the operational and administrative duties for The Lindbrook Group as well as assisting existing clients with their account needs. Michael is a self-driven individual who has the eagerness to learn and grow.
Michael was born and raised in Los Angeles, and he is a graduate of The University of Nevada, Reno with a degree in Business Management and Finance. Outside of work, Michael enjoys watching sports and enjoying quality time with his family.