Grant Lee
Managing Director, Private Wealth Management, Private Wealth Advisor, Executive Financial Services Director, Corporate Client Group Director, Lending Specialist
Phone:
(415) 984-6975(415) 984-6975
Industry Award WinnerOur Mission Statement
Like musicians in an orchestra, The Opus Group brings together diverse expertise to harmonize all aspects of each project we take on. We don't just manage investments; we help individuals and families compose their financial futures & craft something meaningful.
Welcome
As the demands of your family grow and evolve, you need an advisory team with the knowledge, experience and sophistication to meet your increasingly complex wealth management needs. At the Opus Group at Morgan Stanley Private Wealth Management, we have the capability and confidence to help you address the challenges that come with significant wealth to create a durable family legacy.
Based in San Francisco, we serve a select group of clients in the Bay Area, Silicon Valley and across the country. We work with highly successful business owners, entrepreneurs, corporate executives and their families, assisting them with wealth enhancement, transfer, protection and charitable giving. For us, wealth management comprises three key elements:
- Basic planning addresses your fundamental financials needs—cash flow, concentrations of risk and investment consulting.
- Advanced planning addresses your more complex financial needs, including charitable giving, capital preservation, wealth enhancement, and legacy planning.
- Relationship management involves connecting the resources and people necessary to bring your strategy to life, like assembling and managing a network of financial experts and working in tandem with your attorneys, accountants, and other advisors. Before we can help you develop a comprehensive strategy, we need to know what makes you tick and what drives you to succeed. With every client, we perform a thorough discovery that helps us understand the lifestyle you aspire to, both now and in the future. Our capabilities span the entire wealth cycle, from pre-liquidity planning and insurance strategies to succession planning and the full suite of Family Office services. Our mission is to provide objective, high-quality wealth management guidance that helps you simplify your life, giving you time to pursue your passions and make the most of the wealth you have worked hard for.
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 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- 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, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. 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.
Awards
Forbes Best-In-State Wealth Management Teams 2024 & 2025
The Opus Group has been named to the 2025 rankings of Forbes Best-In-State Wealth Management Teams for California. This award is based on varied criteria, including firm nomination, experience, and both quantitative and qualitative factors. We're proud to be included in this prestigious list for the third consecutive year, beginning in 2023.††
Barron's Top 250 Private Wealth Management Teams 2024 & 2025
Each year, Barron’s compiles and publishes a ranking of the nation’s Top Private Wealth Management Teams. We are pleased to share that The Opus Group has been included on this list for 2025. This achievement marks consecutive years, and requires meeting or exceeding Barron’s high level criteria including industry experience, assets under management and the overall quality of our practice.†
Barron's Top 1,200 Financial Advisors: State-by-State 2025
Barron's and their research partners select Financial Advisors who display exceptional qualitative and quantitative strengths to include in their rankings. We are pleased to share that Grant Lee has been included in the most recent ranking for California. He has been included in these rankings every year since 2015.**
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State 2025
Forbes has announced its 2025 list of the nation’s Top Next Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State. Each year, their selection is based on a host of criteria, including firm nomination, industry experience and best practices. We are pleased to share that Nicholas Matayoshi has been included in this most recent ranking for California for the year 2025. ⁑
Forbes Best-In-State Wealth Advisors 2025
Forbes has announced its 2025 list of the nation’s Best-In-State Wealth Advisors. Each year, their selection is based on a host of criteria, including firm nomination, industry experience and best practices. We are pleased to share that Grant Lee has been included in this most recent ranking for California, as well as the 2023, 2022, 2021, 2020, and 2019 lists.§
The Financial Times 400
The “Financial Times 400” is intended to provide a snapshot of the best financial advisers for the investors who use them. Among factors they take into consideration are assets under management, years of experience, and AUM growth rate. We are pleased to share that Grant Lee has been included in this ranking for California in 2014, 2015, and 2018 – 2020.¶
Disclosures
††2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
**2015-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2015-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
§2019-2023, 2025 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2019-2023, 2025). Data compiled by SHOOK Research LLC based on the time period concluding in June of year prior to the issuance of the award.
†2024 & 2025 Barron's Top 250 Private Wealth Management Teams
Source: Barrons.com (Awarded May 2024 & 2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
¶2014-2015, 2018-2020 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2020; data 6/30/16 - 6/30/19
Awarded 2019; data 6/30/15 - 6/30/18
Awarded 2018; data 6/30/15 - 6/30/17
Awarded 2015; data 9/30/13 - 9/30/14
Awarded 2014; data 9/30/12 - 9/30/13
⁑Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded August 2025).This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period 3/31/24-3/31/25. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person, virtual and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client impact, industry experience, review of best practices and 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 SHOOK Research LLC and may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC. "
Award DisclosuresSource: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
**2015-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2015-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
§2019-2023, 2025 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2019-2023, 2025). Data compiled by SHOOK Research LLC based on the time period concluding in June of year prior to the issuance of the award.
†2024 & 2025 Barron's Top 250 Private Wealth Management Teams
Source: Barrons.com (Awarded May 2024 & 2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
¶2014-2015, 2018-2020 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2020; data 6/30/16 - 6/30/19
Awarded 2019; data 6/30/15 - 6/30/18
Awarded 2018; data 6/30/15 - 6/30/17
Awarded 2015; data 9/30/13 - 9/30/14
Awarded 2014; data 9/30/12 - 9/30/13
⁑Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded August 2025).This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period 3/31/24-3/31/25. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person, virtual and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client impact, industry experience, review of best practices and 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 SHOOK Research LLC and may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC. "
Events
Past Event: Policy Update: P.J. Austin
Date: September 10th, 2025
Host: Grant Lee, P.J. Austin
The Opus Group hosted P.J. Austin, Executive Director of Government Relations out of Washington, D.C., to take an inside look at some of the key forces shaping the landscape of individuals, businesses, and policy.
View Event FlyerHost: Grant Lee, P.J. Austin
The Opus Group hosted P.J. Austin, Executive Director of Government Relations out of Washington, D.C., to take an inside look at some of the key forces shaping the landscape of individuals, businesses, and policy.
Past Event: Q3 '25 Market Outlook
Date: August 6th, 2025
Host: Nick Matayoshi
In this event, Nick discussed how tariffs, inflation and earnings shaped the current landscape, and how AI-driven growth themes presented both risks and opportunities.
View the Event FlyerHost: Nick Matayoshi
In this event, Nick discussed how tariffs, inflation and earnings shaped the current landscape, and how AI-driven growth themes presented both risks and opportunities.
Past Event: 529 Plans Desmystified: Smart Strategies for Education Funding
Date: 5/29/2025
Host: Joy Boatwright & Alisa Sharp
In this event, The Opus Group held a discussion on how 529 plans can be a powerful tool in preparing for future education costs. Joy and Alisa explored tax advantages, contribution strategies, and how these plans can fit into a broader financial plan.
Host: Joy Boatwright & Alisa Sharp
In this event, The Opus Group held a discussion on how 529 plans can be a powerful tool in preparing for future education costs. Joy and Alisa explored tax advantages, contribution strategies, and how these plans can fit into a broader financial plan.
Past Event: Q2 '25 Market Update
Date: April 2, 2025
Host: Nick Matayoshi
In this year's Q2 Market Update, Nick discussed the executive orders and market volatility that shaped the first quarter of 2025, along with sharing strategies for navigating the markets moving forward.
View the Event FlyerHost: Nick Matayoshi
In this year's Q2 Market Update, Nick discussed the executive orders and market volatility that shaped the first quarter of 2025, along with sharing strategies for navigating the markets moving forward.
Past Event: Q1 '25 Market Outlook
Date: January 29, 2025
Host: Nick Matayoshi
In our first market outlook of the year, Nick shared his perspective on how the new administration's proposed policies may impact the markets, potential changes in interest rates, and whether the markets can sustain double-digit growth rates.
View the Event FlyerHost: Nick Matayoshi
In our first market outlook of the year, Nick shared his perspective on how the new administration's proposed policies may impact the markets, potential changes in interest rates, and whether the markets can sustain double-digit growth rates.
Past Event: Post-Election Update
Date: November 14, 2024
Host: Joy Boatwright
Guest Speaker: David Kemps
Our team will be hosting guest speaker, David Kemps, a Morgan Stanley Executive Director and expert in government policy on Capitol Hill, to share his valuable insights in the aftermath of the election. He'll also set the stage for the political and policy outlook for investors as we head into 2025.
View the Event FlyerHost: Joy Boatwright
Guest Speaker: David Kemps
Our team will be hosting guest speaker, David Kemps, a Morgan Stanley Executive Director and expert in government policy on Capitol Hill, to share his valuable insights in the aftermath of the election. He'll also set the stage for the political and policy outlook for investors as we head into 2025.
Past Event: Q3 '24 Market Update
Date: September 24, 2024
Host: Nick Matayoshi
In our Q3 market update, Nick reviewed the Fed’s decision on rate cuts, covering the key highlights of the meeting. He also covered how the team is positioning portfolios based on the Fed decision and November elections. Lastly, Nick discussed market trends around A.I. and technology, sharing insights on this market-moving sector.
Host: Nick Matayoshi
In our Q3 market update, Nick reviewed the Fed’s decision on rate cuts, covering the key highlights of the meeting. He also covered how the team is positioning portfolios based on the Fed decision and November elections. Lastly, Nick discussed market trends around A.I. and technology, sharing insights on this market-moving sector.
Past Event: Election & Market Update
Date: April 16, 2024
Host: Grant Lee
Guest Speaker: David Kemps
In April, we were joined by David Kemps, Executive Director, to discuss the state of the election and potential implications for investors. Mr. Kemps is a Washington D.C. veteran with years of experience on Capitol Hill and has been a guest speaker and columnist for top news broadcasts and publications. We were pleased to have him join our team for a timely and exclusive webinar event.
View the Event FlyerHost: Grant Lee
Guest Speaker: David Kemps
In April, we were joined by David Kemps, Executive Director, to discuss the state of the election and potential implications for investors. Mr. Kemps is a Washington D.C. veteran with years of experience on Capitol Hill and has been a guest speaker and columnist for top news broadcasts and publications. We were pleased to have him join our team for a timely and exclusive webinar event.
Past Event: 2024 Market Outlook
Date: January 24, 2024
Host: Nick Matayoshi
Nick hosted our 2024 market outlook where he discussed the various avenues available for the Fed, the current state of inflation, and potential investment opportunities in the year ahead.
Host: Nick Matayoshi
Nick hosted our 2024 market outlook where he discussed the various avenues available for the Fed, the current state of inflation, and potential investment opportunities in the year ahead.
Past Event: Q4 Update & Year-End Planning
Date: November 9, 2023
Hosts: Grant Lee, Nick Matayoshi, Alisa Sharp
In the team's fourth quarter webinar, Grant and Nick shared their market outlook while Alisa highlighted some important year-end planning topics, including charitable giving and tax-loss harvesting.
Hosts: Grant Lee, Nick Matayoshi, Alisa Sharp
In the team's fourth quarter webinar, Grant and Nick shared their market outlook while Alisa highlighted some important year-end planning topics, including charitable giving and tax-loss harvesting.
Past Event: Navigating Emerging Cyber Risks
Date: October 26, 2023
Featured Speaker: Rachel Wilson
To mark Cybersecurity Awareness Month, Morgan Stanley expert Rachel Wilson reviewed the last 12 months in cybersecurity and unpacked new trends and terminology. Watch the replay and arm yourself with the knowledge you need to help protect your data and assets.
Featured Speaker: Rachel Wilson
To mark Cybersecurity Awareness Month, Morgan Stanley expert Rachel Wilson reviewed the last 12 months in cybersecurity and unpacked new trends and terminology. Watch the replay and arm yourself with the knowledge you need to help protect your data and assets.
Past Event: Opportunities in Fixed Income
Date: April 12, 2023
Host: Nick Matayoshi
Guest Speakers: Ed Chang, Annie Whalen
In our April webinar, Nick Matayoshi analyzed the latest market news and shared the team’s outlook for the months ahead. He was joined by two Morgan Stanley fixed income specialists, Ed Chang and Annie Whalen. to discuss opportunities in this space.
Host: Nick Matayoshi
Guest Speakers: Ed Chang, Annie Whalen
In our April webinar, Nick Matayoshi analyzed the latest market news and shared the team’s outlook for the months ahead. He was joined by two Morgan Stanley fixed income specialists, Ed Chang and Annie Whalen. to discuss opportunities in this space.
Past Event: 2023 Planning Update
Date: January 24, 2023
Hosts: Grant Lee, Nick Matayoshi, Alisa Sharp
Guest Speaker: Nick Zura CFP®
In part one, Grant Lee and Nicholas Matayoshi analyzed market volatility in 2022 and shared their investment outlook for 2023. In part two, Alisa Sharp hosted special guest Nick Zura, CFP®, to provide an update on new IRA and RMD rules that could affect financial plans.
Hosts: Grant Lee, Nick Matayoshi, Alisa Sharp
Guest Speaker: Nick Zura CFP®
In part one, Grant Lee and Nicholas Matayoshi analyzed market volatility in 2022 and shared their investment outlook for 2023. In part two, Alisa Sharp hosted special guest Nick Zura, CFP®, to provide an update on new IRA and RMD rules that could affect financial plans.
Past Event: Future of Finance
Date: June 14, 2022
Speakers: Andrew Peel, Amy Oldenburg
Host: Joy Boatwright
This presentation covered a wide range of topics for those considering gaining crypto exposure, those who already have direct or indirect exposure, or those who are just starting to learn about the space.
Speakers: Andrew Peel, Amy Oldenburg
Host: Joy Boatwright
This presentation covered a wide range of topics for those considering gaining crypto exposure, those who already have direct or indirect exposure, or those who are just starting to learn about the space.
Past Event: Championing Diversity: A Conversation with Daniel Dae Kim
Date: May 19, 2022
Speakers: Daniel Dae Kim, Audrey Choi
In celebration of Asian American Pacific Islander Heritage Month, this event celebrated Daniel’s success in media and dove into his work in the Asian American community, including the recent increase in violence, health and racial disparities, and the importance of allyship.
Speakers: Daniel Dae Kim, Audrey Choi
In celebration of Asian American Pacific Islander Heritage Month, this event celebrated Daniel’s success in media and dove into his work in the Asian American community, including the recent increase in violence, health and racial disparities, and the importance of allyship.
Past Event: Quarterly Market Update
Date: May 10, 2022
Hosts: Grant Lee, Nicholas Matayoshi
In the most recent Quarterly Market Update, Grant and Nick discussed various market risks and how to prepare for potential market disturbances. Soaring inflation, high interest rates, and the war in Ukraine were some of they key contributors to recent price declines.
Hosts: Grant Lee, Nicholas Matayoshi
In the most recent Quarterly Market Update, Grant and Nick discussed various market risks and how to prepare for potential market disturbances. Soaring inflation, high interest rates, and the war in Ukraine were some of they key contributors to recent price declines.
Past Event: Love and Money (Women In The Know)
Date: March 2, 2022
Host: Joy Boatwright
Guest Speaker: Monica Mazzei
In the Love and Money seminar, Joy and Monica discussed various financial factors that play a role in marriage and divorce. Discussing financial values and beliefs, understanding premarital and post-marital agreements, managing money in relationships, and advice if your marriage is ending were some of the main highlights of this discussion.
Host: Joy Boatwright
Guest Speaker: Monica Mazzei
In the Love and Money seminar, Joy and Monica discussed various financial factors that play a role in marriage and divorce. Discussing financial values and beliefs, understanding premarital and post-marital agreements, managing money in relationships, and advice if your marriage is ending were some of the main highlights of this discussion.
Past Event: Philanthropy and Giving
Date: December 8, 2021
Hosts: Grant Lee, Joy Boatwright
Guest Speakers: Valerie Wong Fountain, Chad Bolick
This conversation was in light of the 60th anniversary of the Morgan Stanley Foundation, which embodies the firm's core values to give back by giving children a healthy start to life, supporting diverse communities, and fostering employee engagement. Chad shared his insights on topics from Donor-Advised Funds and recoverable grants at MS GIFT, to trust-based giving and equity, as well as his personal passion for experiential travel, while Valerie discussed the Foundation and how she personally gives back to the community.
Hosts: Grant Lee, Joy Boatwright
Guest Speakers: Valerie Wong Fountain, Chad Bolick
This conversation was in light of the 60th anniversary of the Morgan Stanley Foundation, which embodies the firm's core values to give back by giving children a healthy start to life, supporting diverse communities, and fostering employee engagement. Chad shared his insights on topics from Donor-Advised Funds and recoverable grants at MS GIFT, to trust-based giving and equity, as well as his personal passion for experiential travel, while Valerie discussed the Foundation and how she personally gives back to the community.
Past Event: Tax Policy Update
Date: October 6, 2021
Hosts: Grant Lee, Bill Breck
Guest Speaker: David Kemps
In the Tax Policy Update, Grant and Bill talked to David about upcoming changes to the tax policy and the implications they may have. Fiscal spending measures set forth by the Biden administration, and the affect on individuals and businesses, were a key part of the government's COVID-19 recovery efforts, and the main topics discussed in this seminar.
Hosts: Grant Lee, Bill Breck
Guest Speaker: David Kemps
In the Tax Policy Update, Grant and Bill talked to David about upcoming changes to the tax policy and the implications they may have. Fiscal spending measures set forth by the Biden administration, and the affect on individuals and businesses, were a key part of the government's COVID-19 recovery efforts, and the main topics discussed in this seminar.
Past Event: Cybersecurity 101
Date: July 29, 2021
Hosts: Alisa Sharp, Nicholas Matayoshi
Guest Speaker: Prashanth Challa
In this discussion about cybersecurity, Alisa and Nick talked to Prashanth about the potential risks surrounding cybersecurity. Large scale cyber attacks are on the rise, and cybersecurity funding is reaching record highs as companies are looking to protect themselves from these breaches. This exclusive discussion highlighted how you can bolster your own cybersecurity strategy, and outlined best practices to avoid unwanted exposure of your personal information.
Hosts: Alisa Sharp, Nicholas Matayoshi
Guest Speaker: Prashanth Challa
In this discussion about cybersecurity, Alisa and Nick talked to Prashanth about the potential risks surrounding cybersecurity. Large scale cyber attacks are on the rise, and cybersecurity funding is reaching record highs as companies are looking to protect themselves from these breaches. This exclusive discussion highlighted how you can bolster your own cybersecurity strategy, and outlined best practices to avoid unwanted exposure of your personal information.
Past Event: Raising Resilient Children (Women In The Know)
Date: May 18, 2021
Hosts: Alisa Sharp, Joy Boatwright
Guest Speaker: Dr. Robert Brooks
This exclusive event hosted by The Opus Group unveiled some of the core strategies that Dr. Robert Brooks has uncovered in his extensive career of research around fostering resiliency and competence in the next generation. Some of the main areas of focus in this event regarded raising savvy children and preparing them for a successful adulthood.
Hosts: Alisa Sharp, Joy Boatwright
Guest Speaker: Dr. Robert Brooks
This exclusive event hosted by The Opus Group unveiled some of the core strategies that Dr. Robert Brooks has uncovered in his extensive career of research around fostering resiliency and competence in the next generation. Some of the main areas of focus in this event regarded raising savvy children and preparing them for a successful adulthood.
Past Event: Going Global
Date: January 13, 2021
Hosts: Grant Lee, Nicholas Matayoshi
Guest Speaker: Malcolm Dorson
The rising number of consumers in the emerging markets are set to transform the global economic landscape over the coming decades, presenting a unique investment opportunity. In this exclusive conversation, Mr. Dorson talked about investment opportunities present in these markets and how to best capitalize on them in order to grow your portfolio.
Hosts: Grant Lee, Nicholas Matayoshi
Guest Speaker: Malcolm Dorson
The rising number of consumers in the emerging markets are set to transform the global economic landscape over the coming decades, presenting a unique investment opportunity. In this exclusive conversation, Mr. Dorson talked about investment opportunities present in these markets and how to best capitalize on them in order to grow your portfolio.
Resources
As Private Wealth Advisors, we view asset allocation and investments as just one of the essential tactics in a comprehensive wealth management strategy designed to help you achieve your most important life goals.
We also believe education is a critical component of informed decision-making, so we focus on combining the intelligence of the firm with our own insights to put everything into a language you can understand.
We also believe education is a critical component of informed decision-making, so we focus on combining the intelligence of the firm with our own insights to put everything into a language you can understand.
2025 Tax Tables
This resource outlines the 2025 tax schedule, education and health savings account limits, retirement contribution and deduction limits, and more useful information. Tax-efficiency doesn't wait for Tax Day and neither should you - with our tax tables you can prepare year-round.
View the 2025 Tax Tables
Understanding Equity Compensation
Working as part of an integrated advisory team, your Morgan Stanley Private Wealth Advisor can help you make well-informed personal wealth management decisions
at every stage of your company’s development. Our goal is to provide you with the information, insight and resources needed to help you reach your personal and professional goals. We are here to help you answer the key questions that arise at the intersection of your business strategy and your personal wealth management.
View Full Articleat every stage of your company’s development. Our goal is to provide you with the information, insight and resources needed to help you reach your personal and professional goals. We are here to help you answer the key questions that arise at the intersection of your business strategy and your personal wealth management.
Investing with Impact
Impact investing refers to investments made into companies, organizations and funds with the intention of generating a measurable and beneficial social or environmental impact alongside a financial return.
View Full Article
Family Office Resources
Family Office Resources (FOR) provides specialized technical expertise to ultra-high net worth advisors and clients across a broad range of family wealth management issues.
Learn More
Private Equity
Investments in private equity have seen rapid growth as an asset class over the last few years, especially with newfound uncertainty among traditional investments in the years ahead. By accessing privately held companies, our alternatives team can tap into the potential growth of startups, private middle-market corporations, and more with the aim of delivering alternate sources of long-term capital appreciation.
Learn More
Private Credit
Private Credit gives investors access to assets that could diversify risk and potentially improve returns when compared to typical fixed income opportunities found in the open market. By focusing on experienced managers and screening via a rigorous due diligence process, our alternatives team identifies strategies that could be poised for outperformance.
Learn More
Private Real Estate
Amid rising rates and inflation concerns, Real Estate as a sector has been beaten down over the past year. By shifting to the private market, investors can position themselves in an asset class with historically low stock market correlation while seeking potentially outsized returns. Whether clients require income generating assets or long-term growth potential, private real estate options can offer a variety of solutions.
Learn More
1031 & 721 Exchanges
When considering the sale of an investment property, sizeable capital gains taxes are naturally a primary concern. 1031 and 721 Exchanges allow eligible investors to defer those gains by investing in another property or a separate diversified fund. We can walk you through this process while connecting you to financial professionals that will help facilitate the exchange.
Learn More
Exchange Funds
Not to be confused with Exchange Traded Funds (ETFs), Exchange Funds are alternative investments that can reduce the risk of concentrated equity positions. During this process, shares of the concentrated position can be exchanged for shares of a managed, diversified portfolio without incurring the typical tax implications of selling those shares in the open market. This can be a useful option for clients with stock options or those receiving equity compensation who can become overexposed to single security risks.
Learn More
Life Insurance & Annuities
Despite common beliefs around these policies, life insurance and annuity products can provide investors benefits beyond death benefits and income solutions. Among other advantages, these products can work in tandem with a diversified portfolio to enhance tax-efficiency and reduce market risks associated all while providing competitive returns.
Learn More
Estate Planning
The key to determining which tax, trust, and estate strategies to execute is to understand the interplay of personal and external factors. Liquidity events such as an initial public offering or a merger or acquisition may provide income and estate planning opportunities. Explore our resources to learn how our team can help preserve and protect your legacy.
Learn More
Total Wealth View
Giving your advisor a holistic picture of your financial profile will benefit you through more comprehensive financial planning. Easily link your external accounts by signing into Morgan Stanley Online or downloading the Morgan Stanley Mobile App.
Get StartedLocation
555 California Street
35th Floor
San Francisco, CA 94104
US
Direct:
(415) 984-6500(415) 984-6500
Meet The Opus Group
William Breck
Executive Director, Financial Advisor, Family Wealth Director
Phone:
(415) 955-1645(415) 955-1645
Joy Boatwright
First Vice President, Financial Advisor, Workplace Advisor - Equity Compensation
Phone:
(415) 984-6042(415) 984-6042
Alisa Sharp, CFP®, CIMA®
First Vice President, Financial Advisor, Workplace Advisor - Equity Compensation
Phone:
(415) 984-6915(415) 984-6915
Nicholas Matayoshi, CFA, CPWA®
Vice President, Financial Advisor, Workplace Advisor - Equity Compensation
Phone:
(415) 984-6683(415) 984-6683
Jennifer Sun
Assistant Vice President, Group Director
Phone:
(415) 576-2033(415) 576-2033
Frances Lieu
Wealth Management Analyst
Phone:
(415) 984-6883(415) 984-6883
Scott Wu
Wealth Management Associate
Phone:
(415) 984-6073(415) 984-6073
Nicole Lee
Wealth Management Analyst
Phone:
(415) 984-6509(415) 984-6509
About Grant Lee
With more than 30 years of experience in the financial services industry, Grant Lee concentrates on structuring customized wealth management plans for high-net-worth and ultra-high-net-worth families (especially executives of public and private companies). Areas of emphasis include cash flow, concentrated risk, wealth enhancement, wealth transfer, wealth preservation, and charitable giving strategies. Grant also consults with clients on the selection of investment managers, on-going money manager due diligence, evaluating and monitoring performance, and setting global strategic and tactical asset allocation. Prior to 1995, his clients were primarily qualified retirement plans and non-resident aliens (offshore).
Grant has been recognized as a Barron’s Top Advisor (2015-2025), Financial Times Top 400 Financial Advisor (2014, 2015, 2018-2020), and Forbes Best-in-State Wealth Advisor (2019 - 2023, 2025).
Grant received a B.S. in managerial economics from the University of California at Davis. Before joining Morgan Stanley* in 1987, he worked in the sales and marketing areas for Franklin Resources, Inc.
Grant is a past president and board member of Big Brothers/Big Sisters of San Francisco and the Peninsula.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Disclosures:
2015-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2015-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2014-2015, 2018-2020 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2020; data 6/30/16 - 6/30/19
Awarded 2019; data 6/30/15 - 6/30/18
Awarded 2018; data 6/30/15 - 6/30/17
Awarded 2015; data 9/30/13 - 9/30/14
Awarded 2014; data 9/30/12 - 9/30/13
2019-2023, 2025 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2019-2023, 2025). Data compiled by SHOOK Research LLC based on the time period concluding in June of year prior to the issuance of the award.
Grant has been recognized as a Barron’s Top Advisor (2015-2025), Financial Times Top 400 Financial Advisor (2014, 2015, 2018-2020), and Forbes Best-in-State Wealth Advisor (2019 - 2023, 2025).
Grant received a B.S. in managerial economics from the University of California at Davis. Before joining Morgan Stanley* in 1987, he worked in the sales and marketing areas for Franklin Resources, Inc.
Grant is a past president and board member of Big Brothers/Big Sisters of San Francisco and the Peninsula.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Disclosures:
2015-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2015-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2014-2015, 2018-2020 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2020; data 6/30/16 - 6/30/19
Awarded 2019; data 6/30/15 - 6/30/18
Awarded 2018; data 6/30/15 - 6/30/17
Awarded 2015; data 9/30/13 - 9/30/14
Awarded 2014; data 9/30/12 - 9/30/13
2019-2023, 2025 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2019-2023, 2025). Data compiled by SHOOK Research LLC based on the time period concluding in June of year prior to the issuance of the award.
Securities Agent: IN, AR, NM, MA, LA, KY, DE, AK, OH, NH, MN, IA, CT, MI, HI, CA, TX, MO, ME, ID, GA, CO, WV, WA, SC, OK, ND, NC, TN, RI, PA, OR, MS, IL, WY, KS, DC, WI, VA, UT, MD, AL, VT, NY, NJ, MT, FL, SD, NV, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1279638
CA Insurance License #: 0A58322
NMLS#: 1279638
CA Insurance License #: 0A58322
About William Breck
As part of the Opus Group at Morgan Stanley Private Wealth Management, Bill Breck works with entrepreneurs and private companies to address wealth management issues surrounding initial public offerings or merger transactions. He formulates pre-liquidity strategies that may encompass tax and estate planning, as well as diversification strategies through 10b5-1 plans and hedging transactions. Bill also oversees the asset allocation process for clients.
Prior to joining Morgan Stanley in 1993, Bill worked for Grubb and Ellis Commercial Real Estate, a San Francisco-based real estate investment firm specializing in office/industrial sales and leasing.
Bill earned his B.S. in business administration from the University of Arizona in 1994. He currently resides in Tiburon, California, with his wife and two sons.
Prior to joining Morgan Stanley in 1993, Bill worked for Grubb and Ellis Commercial Real Estate, a San Francisco-based real estate investment firm specializing in office/industrial sales and leasing.
Bill earned his B.S. in business administration from the University of Arizona in 1994. He currently resides in Tiburon, California, with his wife and two sons.
Securities Agent: IA, WV, NM, MA, VA, OH, DC, AK, NC, MT, ID, GA, CT, NV, MD, CA, AL, SC, PA, LA, KS, IL, FL, AR, TX, PR, OR, NJ, MO, KY, TN, MS, ME, WI, WA, OK, NY, NH, MN, MI, IN, HI, WY, VT, RI, DE, CO, AZ, UT; General Securities Representative; Investment Advisor Representative
NMLS#: 1282706
CA Insurance License #: 0B44402
NMLS#: 1282706
CA Insurance License #: 0B44402
About Joy Boatwright
Part of the Opus Group at Morgan Stanley Private Wealth Management, Joy focuses on empowering women to become intentional stewards of their wealth. In 2004, she started a women's speaker series called, "Women in the Know: Empowering Women Through Knowledge" to create a forum for women to learn about personal finance. Since then, thousands of women have come to learn about topics such as love and money, charitable giving, mission-based investing, education planning, and raising financially healthy children.
Passionate about philanthropy, investing, and working with people who want to make the world a better place, Joy implements sustainable strategies and impact investments in clients’ portfolios as part of her team’s comprehensive wealth management strategy.
An active philanthropist and member of her community, Joy supports the arts, education, health, and Korean culture. She co-founded the Asian Art Museum’s Council and chairs the Korean Art & Culture Committee for the museum. Joy also served on the executive board of Junior Achievement of the Bay Area, an organization which teaches 100,000 children about business and finance.
In 2009, Joy was appointed to the Civil Service Commission of the City and County of San Francisco by Mayor Gavin Newsom. In 2013, Joy was asked to serve on the San Francisco-Seoul Sister City Committee and escorted Mayor Edwin Lee and his delegation to Seoul for their first trip.
As a workout enthusiast, she also created JOYride, a spin class fundraiser in both San Francisco and New York which benefits the JOYfund at Memorial Sloan Kettering and the Cancer Prevention Institute of California, where Joy serves as a board member. Joy also serves on the Cornell University Council and is an ambassador for the university where she earned her Bachelor of Science in Human Development. Originally from New York, Joy lives with her two children in San Francisco.
Passionate about philanthropy, investing, and working with people who want to make the world a better place, Joy implements sustainable strategies and impact investments in clients’ portfolios as part of her team’s comprehensive wealth management strategy.
An active philanthropist and member of her community, Joy supports the arts, education, health, and Korean culture. She co-founded the Asian Art Museum’s Council and chairs the Korean Art & Culture Committee for the museum. Joy also served on the executive board of Junior Achievement of the Bay Area, an organization which teaches 100,000 children about business and finance.
In 2009, Joy was appointed to the Civil Service Commission of the City and County of San Francisco by Mayor Gavin Newsom. In 2013, Joy was asked to serve on the San Francisco-Seoul Sister City Committee and escorted Mayor Edwin Lee and his delegation to Seoul for their first trip.
As a workout enthusiast, she also created JOYride, a spin class fundraiser in both San Francisco and New York which benefits the JOYfund at Memorial Sloan Kettering and the Cancer Prevention Institute of California, where Joy serves as a board member. Joy also serves on the Cornell University Council and is an ambassador for the university where she earned her Bachelor of Science in Human Development. Originally from New York, Joy lives with her two children in San Francisco.
Securities Agent: MN, KY, AK, WY, WV, UT, SC, KS, IA, CA, WA, VA, NH, ME, IN, AZ, AR, WI, OK, ID, CO, AL, MT, RI, OH, NY, NV, GA, DC, MI, MD, FL, DE, VT, NM, NJ, MS, LA, CT, TX, TN, NC, MO, MA, IL, HI, PA, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 558650
CA Insurance License #: 0E01277
NMLS#: 558650
CA Insurance License #: 0E01277
About Alisa Sharp
Alisa is a member of The Opus Group at Morgan Stanley Private Wealth Management, which was named one of Barron’s Top Private Wealth Management Teams in 2021 and 2024, and Forbes Best-In-State Wealth Management Teams in 2023, 2024, and 2025. As a CERTIFIED FINANCIAL PLANNER™ with over 18 years of experience in the wealth management field, Alisa is passionate about delivering personalized financial guidance. She emphasizes client education and strives to provide clarity, value, and focus in wealth management while addressing the sophisticated needs of high-net-worth individuals and families.
Prior to joining Morgan Stanley in 2011, she spent almost five years at Bernstein Global Wealth Services. Alisa received her B.A. and Masters of Public Administration from the University of San Francisco. She holds her Series 7, Series 63, and Series 66 licenses.
Alisa is committed to Morgan Stanley’s core value of Giving Back. She spent 5 years on the Princess Project’s Board of Directors, helping teens shine at prom by providing free dresses and accessories. In 2018, recognizing a need to extend support to local teens, she co-founded the Sonoma County chapter. When she’s not mentoring through Wall Street Bound or cleaning up San Francisco with RefuseRefuse, you can find her guiding students at her alma mater, the University of San Francisco or doing pro bono work with Wings for Widows.
Originally from Idaho, Alisa has called San Francisco home for over 25 years. With a passion for exploration, she has traveled to over 45 countries, broadening her perspectives and deepening her appreciation for diverse cultures. She spends her remaining free time carving through snow covered slopes, sipping wine in the Russian River and Alexander Valley, or exploring all there is to eat on Clement St.
Disclosures:
2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Barron's Top 250 Private Wealth Management Teams
Source: barrons.com (Awarded May 2024) Data compiled by Barron's for the period Jan 2023-Dec 2023.
Barron's Top 100 Private Wealth Management Teams
Source: barrons.com (Awarded Apr 2021) Data compiled by Barron's based on time period from Dec 2019 - Dec 2020.
For more information, visit: https://www.morganstanley.com/disclosures/awards-disclosure/
Prior to joining Morgan Stanley in 2011, she spent almost five years at Bernstein Global Wealth Services. Alisa received her B.A. and Masters of Public Administration from the University of San Francisco. She holds her Series 7, Series 63, and Series 66 licenses.
Alisa is committed to Morgan Stanley’s core value of Giving Back. She spent 5 years on the Princess Project’s Board of Directors, helping teens shine at prom by providing free dresses and accessories. In 2018, recognizing a need to extend support to local teens, she co-founded the Sonoma County chapter. When she’s not mentoring through Wall Street Bound or cleaning up San Francisco with RefuseRefuse, you can find her guiding students at her alma mater, the University of San Francisco or doing pro bono work with Wings for Widows.
Originally from Idaho, Alisa has called San Francisco home for over 25 years. With a passion for exploration, she has traveled to over 45 countries, broadening her perspectives and deepening her appreciation for diverse cultures. She spends her remaining free time carving through snow covered slopes, sipping wine in the Russian River and Alexander Valley, or exploring all there is to eat on Clement St.
Disclosures:
2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Barron's Top 250 Private Wealth Management Teams
Source: barrons.com (Awarded May 2024) Data compiled by Barron's for the period Jan 2023-Dec 2023.
Barron's Top 100 Private Wealth Management Teams
Source: barrons.com (Awarded Apr 2021) Data compiled by Barron's based on time period from Dec 2019 - Dec 2020.
For more information, visit: https://www.morganstanley.com/disclosures/awards-disclosure/
Securities Agent: AZ, AL, MT, LA, CT, CO, VT, VA, UT, MD, TX, OK, NY, NJ, MS, MN, GA, WV, WI, PA, KS, AR, OR, NV, MI, IA, HI, FL, DC, WA, KY, AK, WY, TN, SC, NM, ME, OH, NH, NC, MA, IN, IL, CA, MO, ID; General Securities Representative; Investment Advisor Representative
NMLS#: 1937300
CA Insurance License #: 4125748
NMLS#: 1937300
CA Insurance License #: 4125748
About Nicholas Matayoshi
As a member of the Opus Group at Morgan Stanley Private Wealth management, Nicholas strives to deliver a modern solution of highly sophisticated planning and investment strategies to help clients streamline their lives. He is responsible for investment research and asset allocation strategies for the team, as well as direct relationship management.
Prior to joining Morgan Stanley, Nicholas spent five years at City National Rochdale Investment Management in San Francisco and New York. As part of the portfolio management team he was responsible for providing portfolio analytics, implementing trading strategy and assisting with client service. He was later promoted to drive business development in the Pacific Northwest, Northern California, and the Mid-Western regions. In this role he supported Senior Investment Consultants designing customized portfolio management solutions for high net worth clients.
Nicholas earned a B.A. in economics from Wesleyan University in Connecticut. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society of San Francisco. He also holds the Certified Private Wealth Advisor® designation, completing his coursework through the Yale School of Management. The CPWA® certification focuses on advising families with a minimum net worth of $5 million. Originally from Hawaii, Nicholas enjoys exploring the Bay Area, golfing, snowboarding and traveling. He also coaches the De La Salle High School wrestling team. Nicholas currently resides in Walnut Creek with his wife and two children.
Prior to joining Morgan Stanley, Nicholas spent five years at City National Rochdale Investment Management in San Francisco and New York. As part of the portfolio management team he was responsible for providing portfolio analytics, implementing trading strategy and assisting with client service. He was later promoted to drive business development in the Pacific Northwest, Northern California, and the Mid-Western regions. In this role he supported Senior Investment Consultants designing customized portfolio management solutions for high net worth clients.
Nicholas earned a B.A. in economics from Wesleyan University in Connecticut. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society of San Francisco. He also holds the Certified Private Wealth Advisor® designation, completing his coursework through the Yale School of Management. The CPWA® certification focuses on advising families with a minimum net worth of $5 million. Originally from Hawaii, Nicholas enjoys exploring the Bay Area, golfing, snowboarding and traveling. He also coaches the De La Salle High School wrestling team. Nicholas currently resides in Walnut Creek with his wife and two children.
Securities Agent: NH, AZ, WA, OH, MT, IA, DE, DC, AR, WV, UT, MI, CT, VT, VA, PA, OR, NM, MN, FL, KS, CA, WI, NV, MD, MA, ID, HI, WY, MS, GA, CO, AK, TX, SC, OK, LA, TN, NY, NC, MO, IL, AL, NJ, ME, KY, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 2022725
CA Insurance License #: 4138411
NMLS#: 2022725
CA Insurance License #: 4138411
About Jennifer Sun
Jennifer Sun joins the Opus Group at Morgan Stanley Private Wealth Management as a Group Director. She brings over 20 years of financial services experience overseeing front, middle, and back-office operations. Her career includes leadership roles at First Republic Private Wealth Management, E*TRADE Financial, Wedbush Securities, and boutique investment firms, where she was responsible for the oversight of portfolio accounting and performance, client servicing, operations, and compliance. Jennifer most recently served at Morgan Stanley in Service Leadership, where she managed a team of Service Professionals.
Jennifer earned dual Bachelor of Arts degrees in economics and political science from the University of California, San Diego. She holds Series 7, 24, 9/10, 63, and 66 licenses.
Jennifer earned dual Bachelor of Arts degrees in economics and political science from the University of California, San Diego. She holds Series 7, 24, 9/10, 63, and 66 licenses.
About Frances Lieu
A member of the Opus Group team since 2004, Frances Lieu is responsible for preparing customized reports and presentations for existing and prospective clients. Among her many duties, she assists clients with business planning and the monitoring of their annual cash flows.
A native of San Francisco, Frances received her B.A. in business management economics from the University of California, Santa Cruz. She also recently completed the Essentials of Investment Consulting Certificate Program. In her free time, Frances enjoys watching movies and mastering the latest technologies.
A native of San Francisco, Frances received her B.A. in business management economics from the University of California, Santa Cruz. She also recently completed the Essentials of Investment Consulting Certificate Program. In her free time, Frances enjoys watching movies and mastering the latest technologies.
About Scott Wu
Scott joined the Opus Group in 2022 as a Registered Client Service Associate. Scott is responsible for maintaining existing client relationships and resolving inquiries. He strives to go the extra mile to deliver an outstanding experience. Prior to joining Morgan Stanley, Scott worked as a Preferred Banker at First Republic Bank.
Scott graduated from Wake Forest University with a BA in Economics, and minor in Entrepreneurship and Social Enterprise. Born and raised in San Francisco, Scott has been a life-long Golden State Warriors and San Francisco Giants fan. He enjoys playing basketball, golfing, and connecting with friends in his spare time.
Scott graduated from Wake Forest University with a BA in Economics, and minor in Entrepreneurship and Social Enterprise. Born and raised in San Francisco, Scott has been a life-long Golden State Warriors and San Francisco Giants fan. He enjoys playing basketball, golfing, and connecting with friends in his spare time.
About Nicole Lee
As a member of the Opus Group team since 2022, Nicole is responsible for producing strategy reports for advisors and providing professional support for prospective and existing clients. Additionally, she collaborates with investment consultants on the development of client deliverables such as performance reports, asset allocation studies, investment manager reviews, and portfolio analyses.
Nicole graduated from the University of the Pacific with a BS in Business Administration with a concentration in Finance. Here, she played on the Division 1 Women's soccer team for four years. In addition to playing soccer, she was the CEO of her University's Student Investment Fund, a non-profit that distributes funds to a variety of academic and athletic programs at Pacific. In her spare time, she enjoys competing in sports, traveling, and trying new cuisines.
Nicole graduated from the University of the Pacific with a BS in Business Administration with a concentration in Finance. Here, she played on the Division 1 Women's soccer team for four years. In addition to playing soccer, she was the CEO of her University's Student Investment Fund, a non-profit that distributes funds to a variety of academic and athletic programs at Pacific. In her spare time, she enjoys competing in sports, traveling, and trying new cuisines.
Contact Grant Lee
Contact William Breck
Contact Joy Boatwright
Contact Alisa Sharp
Contact Nicholas Matayoshi
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
2023-2025 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Barron's Top 250 Private Wealth Management Teams
2024-2025 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 100 Private Wealth Management Teams, Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams) Source: Barrons.com (Awarded April 2024-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Barron's Top 1,200 Financial Advisors: State-by-State
2015-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2015-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Forbes Best-In-State Wealth Advisors
2019-2023, 2025 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2019-2023, 2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Financial Times 400 Top Financial Advisors
2014-2015, 2018-2020 Financial Times 400 Top Financial Advisors Source: ft.com. Data compiled by the Financial Times based the following time periods: Awarded 2020; data 6/30/16 - 6/30/19 Awarded 2019; data 6/30/15 - 6/30/18 Awarded 2018; data 6/30/15 - 6/30/17 Awarded 2017; data 9/30/14 - 9/30/16 Awarded 2016; data 9/30/13 - 9/30/15 Awarded 2015; data 9/30/13 - 9/30/14 Awarded 2014; data 9/30/12 - 9/30/13 Awarded 2013; data as of 12/31/12
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Managing Significant Wealth
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Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
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CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
1Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
2Investing 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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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 | Morgan Stanley
1Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
2Investing 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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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 | Morgan Stanley
CRC 4237142 (02/2025)
