

The Orbis Terrarum Group at Morgan Stanley

Our Mission Statement
Customized and Comprehensive Global Solutions
The Orbis Terrarum Group serves as a global bridge, providing highly customized, comprehensive cross border solutions to clients and their families in every international jurisdiction Morgan Stanley serves. We are proud to be recognized as a 2025 Forbes Best-in-State Wealth Management Team.
Affluent, globally-focused individuals and families have financial needs that go beyond financial planning and investing. That's why we review and share our thoughts regarding all your assets from a holistic standpoint.
We offer a unique combination of investment acumen, cross-border planning expertise and access to the highly specialized wealth management and institutional resources of a global financial leader. As a result, we are well positioned to advise on virtually every matter that impacts your financial life, particularly those complex issues that arise at the intersection of your personal and business ambitions. Our extensive experience working with other domestic and international advisors helps blend your international and U.S. planning into a seamless overall approach.
We work with U.S. citizens and residents, non-residents looking to invest in U.S. markets, non-citizens who are living or working in the U.S., and U.S. citizens moving abroad. We look forward to learning more about your needs and aspirations and exploring how we can help you achieve your unique vision of a successful life.
- Comprehensive wealth planning
- International wealth management
- Corporate stock plans
- Pre-liquidity planning
- Philanthropy management
- Family governance and wealth education
- 10b5-1 Programs
- Tax, trust and estate advisory
- Cash management and lending
- Securities based lending
- Insurance solutions
Location
Meet The Orbis Terrarum Group
About Hugo Manzano-Gomez
Prior to joining Morgan Stanley in 2010, Hugo served as a District Manager at Banesto, part of the Banco de Santander Group. Earlier in his career, he served as a Producing Branch Manager at Caixa Laietana. Hugo has also served as Treasurer and a board member of the California Spain Chamber of Commerce.
Born, raised and educated in Barcelona, Hugo earned his undergraduate degree from EUROAULA Business School. He later returned to the E.A.E Business School in Barcelona to complete his master’s degree in finance. Hugo is fluent in in Spanish, English, French and Catalan.
650-926-7168
Hugo.Manzano-Gomez@morganstanley.com
NMLS#: 1368470
About Janet K. Zhang
Born and raised in China, Janet is fluent in both Mandarin and English. She earned her MBA from Pepperdine University. Prior to joining Morgan Stanley in 2015, she was a financial advisor at HSBC and Merrill Lynch. Earlier in her career she spent seven years helping Chinese companies invest in and build subsidiaries in the U.S. and the Middle East.
NMLS#: 558100
About Zhuo Wang
Zhou believes clients deserve detailed information and guidance about strategies and products in a manner they can understand and that respects their background. She has found that language fluency and providing technical expertise are essential, but not enough. Understanding cultural differences and being able to explain the advantages of strategies such as prudent borrowing, and the differences between countries’ equity markets, helps international clients make more efficient and effective decisions. And having the ability to serve as a bridge, not just across borders, but across generations, helps secure values as well as financial legacies.
Born and raised in China, Zhuo is fluent in both Mandarin and English. She earned a bachelor’s degree in English from Tianjin Foreign Studies University, a master’s degree in linguistics from Yanbian University and a master’s degree in Finance from the University of South Florida. Zhou began her financial services career at Morgan Stanley as a Wealth Advisory Associate and then a Registered Client Associate before becoming a Financial Advisor in 2021. To take a break from the fast pace of following the markets, Zhou likes to do yoga, walk along the beach and sail.
NMLS#: 1707729
CA Insurance License #: 4145945
About Hector Naranjo Lepe
Prior to joining Morgan Stanley, Hector was a Wealth Management Client Associate at Merrill Lynch, and was a business owner for five years.
Fluent in both English and Spanish languages, Hector really enjoys working with domestic and international clients. He has obtained Series 7, Series 66 licenses from FINRA. He graduated from San Jose State University with a BS in Finance.
About Jenny Lin
Jenny holds a Bachelor of Science in Environmental Economics at UC Berkeley. She is bilingual and native in Chinese Mandarin and Cantonese. In her personal time, she enjoys canvas painting and interior design; she also loves biking and hiking during weekends.
About Alan Chew
Alan has extensive experience working closely with clients and their legal and tax advisors to define an efficient wealth and estate plan tailored to the specific goals, needs and circumstances of each family. Prior to joining Morgan Stanley, Alan was a Corporate Vice President at New York Life Insurance Company managing a national team of Chinese Advanced Planning Consultants providing financial and estate planning strategies and sales support, including conducting numerous sales seminars, for approximately 900 Chinese agents nationwide. Since 1995, Alan has also provided tax, legal and accounting services to the financial services industry and private sector companies, as a public auditor with KPMG and as a lawyer.
Alan earned both his Bachelor of Business Administration (Cum Laude) and Masters of Professional Accounting from The University of Texas at Austin. He earned his Juris Doctorate (Cum Laude) from the Southern Methodist Dedman School of Law. He is a licensed Texas CPA and California (inactive) CPA, and a licensed member of the Texas State Bar. He also holds the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant ( ChFC ) with The American College. He currently holds FINRA Series 6, 7, 63 and 66 registrations. He is fluent in Mandarin and other Chinese dialects.
About Michael G. Wang
Michael has over 15 years of financial services experience, from investment/corporate banking, private banking, wealth management to private equity, in Asia, Europe and North America. Prior joining Morgan Stanley, Michael worked as a Vice President at RBC Capital Markets, a Director at Royal Bank of Canada, and other senior positions at different international financial institutions.
Michael received his Bachelor of Engineering in China, and earned his MBA from Queen’s University, Canada. Michael is a native Mandarin speaker and a Chartered Financial Analyst holder.
Outside of the office, Michael volunteers at New Horizon Career Club helping young Asian professionals in finance sector. Michael holds a black belt in Taekwondo and 2nd Dan in Kendo; he also enjoys travelling and history.
NMLS # 2078691

Contact Hugo Manzano-Gomez

Contact Janet K. Zhang

Contact Zhuo Wang
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Mosaic
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
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