The Opus Group

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 (2015-2024), San Francisco Business Times Top Advisor (2013), Financial Times Top 400 Financial Advisors (2014, 2015, 2018-2020), Forbes Best-in-State Wealth Advisors 2019 - 2023 and Registered Rep magazine Top 100 Wirehouse Advisors (2010). In 2007, he was named Outstanding Advisor by Registered Rep magazine, an award which honors 10 of the most able and most philanthropic financial advisors in the industry.

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:

2015-2024 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 2015-2024). 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 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2019-2023). Data compiled by SHOOK Research LLC based on the time period concluding in June of year prior to the issuance of the award.

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.

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.

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/

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.

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.

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.

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.

Will joins The Opus Group at Morgan Stanley as a Registered Client Service Associate after gaining extensive experience in wealth management as a Financial Advisor, Private Client Investment Associate, and Investment Support Professional at JP Morgan Chase. An Ohio native, Will earned his B.A. in Sociology and Criminology from The Ohio State University in 2018 before moving to San Francisco in 2021. Will is excited to be part of the team and will be working directly with clients addressing their various needs from executing trades to assisting with administrative duties.

Outside the office, Will volunteers at a local leather retail store and a bike shop where he puts his skills to the test helping with repairs and maintenance. He is also an active member of a San Francisco social group for black queer men. In his free time, Will is an avid cyclist with a passion for music, board games, travel, and trying new and exotic foods. Will also prides himself on his baking abilities and enjoys making sweets for friends and colleagues - these include his famous snickerdoodle blondies and brown-butter chocolate chip cookies.