Managing Director, Wealth Management, Private Wealth Advisor, Family Wealth Director, Senior Portfolio Management Director, Workplace Advisor - Equity Compensation
Phone:
(415) 693-6101(415) 693-6101
Morgan Stanley Private Wealth Management
The Scanlan Wealth Management Group
Direct:
(415) 693-6101(415) 693-6101
Our Mission Statement
Delivering the experience, resources and personalized service needed to help affluent families address their life goals and complex wealth management issues.
WELCOME
Our mission as advisors is to be at the center of our client's financial lives. We strive to help each client understand how to frame their wealth and their financial goals. This is unique for everyone. Some clients need legacy planning, others need cash flow planning, many need one-off advice on a vexing financial issue, all need asset management. We endeavor to help our clients live comfortable financial lives, and to engage with their wealth on a level that feels right for them. We can provide sage guidance from Beth’s 25+ year experience as a professional, FinTech Founder/CEO, investor, philanthropist, and parent to four children. As the financial world is constantly evolving, we too try to remain current - we undergo advanced training on a regular basis to provide modern, relevant solutions.
In terms of the day to day?
We try to help clients every day, often seven days a week. For many, we are their main financial compass and team to whom they turn to sort through difficult issues. We try to clarify the matter, candidly assess what is involved, and work diligently with the stakeholders to work through a resolution. Matters might include cash flow decisions, estate planning decisions, charitable structure decisions, complicated investment decisions (not necessarily regarding a portfolio, yet rather real estate, restricted securities, gifting strategies, 10b5-1 plan strategies, etc.). We work closely with the legal and tax counsel of many clients, as of course these conversations cannot happen in a vacuum.
In terms of asset management, Beth created and actively manages 7 proprietary portfolio models. We can create your Donor Advised Fund. In addition, we often hire outside talent for 'satellite' strategies and may implement indexing, structures, tactical positions, fixed income, and/or alternatives.
We tie together planning with asset management to provide a complete wealth management solution. Review meetings are held at the frequency and location in which our clients find most comfortable.
In terms of the day to day?
We try to help clients every day, often seven days a week. For many, we are their main financial compass and team to whom they turn to sort through difficult issues. We try to clarify the matter, candidly assess what is involved, and work diligently with the stakeholders to work through a resolution. Matters might include cash flow decisions, estate planning decisions, charitable structure decisions, complicated investment decisions (not necessarily regarding a portfolio, yet rather real estate, restricted securities, gifting strategies, 10b5-1 plan strategies, etc.). We work closely with the legal and tax counsel of many clients, as of course these conversations cannot happen in a vacuum.
In terms of asset management, Beth created and actively manages 7 proprietary portfolio models. We can create your Donor Advised Fund. In addition, we often hire outside talent for 'satellite' strategies and may implement indexing, structures, tactical positions, fixed income, and/or alternatives.
We tie together planning with asset management to provide a complete wealth management solution. Review meetings are held at the frequency and location in which our clients find most comfortable.
Capabilities
- Comprehensive Wealth Planning
- Corporate Services
- Investment Management
- Risk Management
- Sustainable & Responsible InvestingFootnote1
- Proprietary Investment Opportunities
- Philanthropy Management
- Family Governance & Wealth Education
- Consolidated Reporting
- Hedging Strategies
- Pre-Liquidity Planning
- 10b5-(1) Programs
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.
Working With Us
- Thank you for taking the time to learn about The Scanlan Wealth Management Group. The sections that follow describe the various services we offer –we welcome you to learn about the journey ahead as a valued client of our team and firm.
- Because every client situation is unique, we begin by learning about you, your family, your financial history and your financial complexities.
- Our process allows us to formulate specific strategies to achieve your goals, guided by your preferences and requirements.
- We shall examine your entire asset mix and create a custom 'Detail of Holdings'. This streamlined view provides a critical vantage point from which to make smart decisions. This in-depth analysis is especially important when onboarding a new relationship.
- Upon engagement, we provide ongoing performance measurement and analysis for your aggregate portfolio (the bottom line), as well as the individual parts (the details matter; we shall go deep).
- We utilize FactSet, the industry's leading research software, as well as multiple other market intelligence resources.
- We help you to understand what you own, as well as what you could own and why it might make sense– we will educate you on the universe of possibilities!
- We will provide ongoing guidance of buy-hold-sell all the while being mindful of tax implications.
- We will create a bespoke portfolio for you that suits your individual goals and preferences. We draw from an open architecture platform that allows us to position both public and private equities, alternatives, fixed income vehicles, etc. We often suggest a hedging component. We offer both advisory (discretionary) as well as brokerage (non-advisory) account structures, which allows for maximum flexibility and price competitiveness.
- Alongside our recommendations, we shall review the risk v. reward of core asset classes as well as newer financial vehicles (i.e. structures, private lending, private equity, direct indexing, etc.).
- In regards to cash management, we shall meet you where you are. You might be in accumulation/wealth-building mode, regularly investing new funds and reinvesting the existing portfolio. Or you might be tapping your portfolio to finance some or all of your living expenses. You might begin in one of these phases, and transition to the other. We will be your partner to facilitate the path that uniquely suits your needs.
- Understanding and harnessing your cash flow is a timeless need. Whether you are planning retirement, facing a liquidity event, or simply wanting to get a 'handle' on your 'run rate', we are here to assist.
- We will work with you to identify and quantify your goals and 'inputs' (sources of income, your various expenses, assets to draw from, etc.).
- We will create customized cash flow models for you, and regularly review/reiterate, modeling life events, and evaluating decision-trees.
- Specific to retirement planning and your role (employee, employer?), we will review the various platforms you might consider – Roth IRA's, 401(k) plans, Defined Contribution plans, Defined Benefit/Cash Balance plans, etc.
- Is your portfolio tax efficient?
- We provide ongoing review of your tax picture, with careful consideration of possible optimization strategies. This might includes: Direct Indexing, Exchange Funds, Tax-Loss Harvesting, Fixed Income bond swaps, Qualified Charitable Distributions, Charitable Giving, Municipal Bonds, etc.
- We collaborate with your tax and legal counsel and can also make referrals if you are seeking.
- We provide pre-liquidity planning for entrepreneurs and early employees of publicly-held companies.
- Working closely with your estate attorney, your CPA and experts from our Family Office Resources group, we review your trust and estate plans to identify opportunities for tax efficiency and alignment with your multigenerational goals.
- We will help you to understand both basic and advanced estate-planning strategies and when/how the various paths may make sense for you.
- Basic Planning strategies includes a Living Trust, will, TOD, DPOA, etc.)
- Advanced Planning strategies include a CRT, GRAT, LLC, etc.
- Gifting strategies include gifts to family, as well as to charitable causes. Vehicles include a CRT, DAF, one time gifts, etc.
- There are many facets to financing education. We will help you to understand your options – this includes 529 plans, UGMA accounts, gifting techniques, etc.
- Once you are ready to draw for your student, we shall facilitate, sending funds to either you or directly to the educational institution.
- We start by examining your stock and option package. We can discuss various strategies/implications by way of our proprietary Equity Awards Analysis© tool.
- Upon request, we can create your 10b5-1 plan strategy. This is particularly helpful for Section 16 employees (insiders).
- We can review general divestment strategies that could include: covered calls, Exchange Funds, prepaid forwards, systematic selling, etc.
- We will help you examine gifting, philanthropic and tax strategies.
- Liquidity events, such as an initial public offering or a merger or acquisition, may provide income tax and transfer tax planning opportunities. Liquidity events also magnify the need to put in place or update certain essential estate planning documents.
- We delight in providing ongoing commentary on the current economic environment. As clients, we shall keep you abreast of thought pieces, engaging interviews, salient topics.
- Topics will range from market volatility to political news to interest rate and inflation movements, international trade, etc.
- We provide a specialized curriculum for our younger investors – 'NextGen' education. We are excited to engage and to teach.
- At your request, we can take a deep dive into various investment vehicles – what data to consider, how to measure, etc. We can discuss the basics (mutual funds, individual stock issues, etc.) and the esoteric (alternatives, privacy equity, etc.)
- We help you identify causes that are very important to you, and will facilitate a gifting strategy.
- We can establish a Donor Advised Fund ('DAF') and a Charitable Remainder Trust ('CRT'). We can help you gift either shares (in kind) or cash, and if it is available to you to facilitate a company match, etc.
- We provide a complete suite of cash management services, that include our Platinum and Premier Cash Plus platforms, American Express cards, Zelle transfer service, debit cards, etc.
- We partner closely with our private banking team, who can assist you with your lending needs: this can include portfolio loans, as well residential/commercial mortgages.
- NMLS: 1501582
- We are your dedicated Advisory and Service team within Morgan Stanley's Private Wealth Management Division.
- We are here to answer your questions at any time, and to help with special one-off projects, at any time.
- As for ongoing review, we shall set up more formal meetings in the manner and timing you are most comfortable with – most clients prefer quarterly or semi-annual meetings, either in person or via Zoom.
This is All About You
Our Discovery Process
Understanding the Big Picture
Analysis and Ongoing review of your entire asset mix
Building the Portfolio that Uniquely Suits You
Investment and Cash Management Strategy
Creating Your Cash Flow Map
Cash Flow and Retirement Planning
Optimizing your Tax Picture
Tax Planning
Helping you to Design the Estate Plan that Reflects You and Your Desires
Estate Planning
Affording Education for you and your loved ones
Educational Funding strategy
Helping you make sense of your company stock and stock options
Concentrated stock strategies for Public Company Executives
I Hold Private Company stock – can you help me?
Pre-Liquidity Planning for Pre-IPO and Private Company Executives
The Financial Markets never stop! Can you educate me and my family?
Investment Education
Helping you engage with causes you care about
Philanthropy
Digital Banking and Loan Services
Access to Morgan Stanley Private Banking Resources and Services
Once I hire you, how do we remain in touch?
Our Service Model
Working With Us
- Thank you for taking the time to learn about The Scanlan Wealth Management Group. The sections that follow describe the various services we offer –we welcome you to learn about the journey ahead as a valued client of our team and firm.
- Because every client situation is unique, we begin by learning about you, your family, your financial history and your financial complexities.
- Our process allows us to formulate specific strategies to achieve your goals, guided by your preferences and requirements.
- We shall examine your entire asset mix and create a custom 'Detail of Holdings'. This streamlined view provides a critical vantage point from which to make smart decisions. This in-depth analysis is especially important when onboarding a new relationship.
- Upon engagement, we provide ongoing performance measurement and analysis for your aggregate portfolio (the bottom line), as well as the individual parts (the details matter; we shall go deep).
- We utilize FactSet, the industry's leading research software, as well as multiple other market intelligence resources.
- We help you to understand what you own, as well as what you could own and why it might make sense– we will educate you on the universe of possibilities!
- We will provide ongoing guidance of buy-hold-sell all the while being mindful of tax implications.
- We will create a bespoke portfolio for you that suits your individual goals and preferences. We draw from an open architecture platform that allows us to position both public and private equities, alternatives, fixed income vehicles, etc. We often suggest a hedging component. We offer both advisory (discretionary) as well as brokerage (non-advisory) account structures, which allows for maximum flexibility and price competitiveness.
- Alongside our recommendations, we shall review the risk v. reward of core asset classes as well as newer financial vehicles (i.e. structures, private lending, private equity, direct indexing, etc.).
- In regards to cash management, we shall meet you where you are. You might be in accumulation/wealth-building mode, regularly investing new funds and reinvesting the existing portfolio. Or you might be tapping your portfolio to finance some or all of your living expenses. You might begin in one of these phases, and transition to the other. We will be your partner to facilitate the path that uniquely suits your needs.
- Understanding and harnessing your cash flow is a timeless need. Whether you are planning retirement, facing a liquidity event, or simply wanting to get a 'handle' on your 'run rate', we are here to assist.
- We will work with you to identify and quantify your goals and 'inputs' (sources of income, your various expenses, assets to draw from, etc.).
- We will create customized cash flow models for you, and regularly review/reiterate, modeling life events, and evaluating decision-trees.
- Specific to retirement planning and your role (employee, employer?), we will review the various platforms you might consider – Roth IRA's, 401(k) plans, Defined Contribution plans, Defined Benefit/Cash Balance plans, etc.
- Is your portfolio tax efficient?
- We provide ongoing review of your tax picture, with careful consideration of possible optimization strategies. This might includes: Direct Indexing, Exchange Funds, Tax-Loss Harvesting, Fixed Income bond swaps, Qualified Charitable Distributions, Charitable Giving, Municipal Bonds, etc.
- We collaborate with your tax and legal counsel and can also make referrals if you are seeking.
- We provide pre-liquidity planning for entrepreneurs and early employees of publicly-held companies.
- Working closely with your estate attorney, your CPA and experts from our Family Office Resources group, we review your trust and estate plans to identify opportunities for tax efficiency and alignment with your multigenerational goals.
- We will help you to understand both basic and advanced estate-planning strategies and when/how the various paths may make sense for you.
- Basic Planning strategies includes a Living Trust, will, TOD, DPOA, etc.)
- Advanced Planning strategies include a CRT, GRAT, LLC, etc.
- Gifting strategies include gifts to family, as well as to charitable causes. Vehicles include a CRT, DAF, one time gifts, etc.
- There are many facets to financing education. We will help you to understand your options – this includes 529 plans, UGMA accounts, gifting techniques, etc.
- Once you are ready to draw for your student, we shall facilitate, sending funds to either you or directly to the educational institution.
- We start by examining your stock and option package. We can discuss various strategies/implications by way of our proprietary Equity Awards Analysis© tool.
- Upon request, we can create your 10b5-1 plan strategy. This is particularly helpful for Section 16 employees (insiders).
- We can review general divestment strategies that could include: covered calls, Exchange Funds, prepaid forwards, systematic selling, etc.
- We will help you examine gifting, philanthropic and tax strategies.
- Liquidity events, such as an initial public offering or a merger or acquisition, may provide income tax and transfer tax planning opportunities. Liquidity events also magnify the need to put in place or update certain essential estate planning documents.
- We delight in providing ongoing commentary on the current economic environment. As clients, we shall keep you abreast of thought pieces, engaging interviews, salient topics.
- Topics will range from market volatility to political news to interest rate and inflation movements, international trade, etc.
- We provide a specialized curriculum for our younger investors – 'NextGen' education. We are excited to engage and to teach.
- At your request, we can take a deep dive into various investment vehicles – what data to consider, how to measure, etc. We can discuss the basics (mutual funds, individual stock issues, etc.) and the esoteric (alternatives, privacy equity, etc.)
- We help you identify causes that are very important to you, and will facilitate a gifting strategy.
- We can establish a Donor Advised Fund ('DAF') and a Charitable Remainder Trust ('CRT'). We can help you gift either shares (in kind) or cash, and if it is available to you to facilitate a company match, etc.
- We provide a complete suite of cash management services, that include our Platinum and Premier Cash Plus platforms, American Express cards, Zelle transfer service, debit cards, etc.
- We partner closely with our private banking team, who can assist you with your lending needs: this can include portfolio loans, as well residential/commercial mortgages.
- NMLS: 1501582
- We are your dedicated Advisory and Service team within Morgan Stanley's Private Wealth Management Division.
- We are here to answer your questions at any time, and to help with special one-off projects, at any time.
- As for ongoing review, we shall set up more formal meetings in the manner and timing you are most comfortable with – most clients prefer quarterly or semi-annual meetings, either in person or via Zoom.
This is All About You
Our Discovery Process
Understanding the Big Picture
Analysis and Ongoing review of your entire asset mix
Building the Portfolio that Uniquely Suits You
Investment and Cash Management Strategy
Creating Your Cash Flow Map
Cash Flow and Retirement Planning
Optimizing your Tax Picture
Tax Planning
Helping you to Design the Estate Plan that Reflects You and Your Desires
Estate Planning
Affording Education for you and your loved ones
Educational Funding strategy
Helping you make sense of your company stock and stock options
Concentrated stock strategies for Public Company Executives
I Hold Private Company stock – can you help me?
Pre-Liquidity Planning for Pre-IPO and Private Company Executives
The Financial Markets never stop! Can you educate me and my family?
Investment Education
Helping you engage with causes you care about
Philanthropy
Digital Banking and Loan Services
Access to Morgan Stanley Private Banking Resources and Services
Once I hire you, how do we remain in touch?
Our Service Model
Day-to-day
Helping clients every day, often seven days a week, is at the heart of our high-touch practice. For many, The Scanlan Wealth Management Group is the main financial compass and team to whom clients turn to sort through difficult issues. Beth’s service model is to clarify the matter and understand nuances, candidly assess what is involved, and work diligently with the stakeholders to work through a resolution. She and her team attempt to unburden and simplify their client’s lives. Matters might include cash flow decisions, estate planning decisions, charitable structure decisions, and complicated investment decisions (not necessarily regarding a portfolio, yet rather real estate, privately held entities, restricted securities, gifting strategies, 10b5(1) plan strategies, etc.). Beth and her team will often work closely with the legal and tax counsel of many clients, as of course these conversations cannot happen in a vacuum.
Financial Planning
Financial planning has many facets. At the center is identifying client goals, as well as examining the various ‘hard’ components: cash flows, balance sheet, and timeline. It is equally important to examine the key ‘intrinsics’: attitudes, hesitations, and proclivity for involvement (which might include whether the client pays their own bills or wishes to hire this out). Whether living off assets, or running a company (or both!), Beth’s team helps clients track cash flow and the various components from which their income and expenses are derived. For business executives, Beth models vesting of restricted stock, exercise decisions for options, tax obligations, funding obligations, liquidity events. For many clients, she creates baseline financial planning models and from there pivots and explores what-if scenarios.
Portfolio Management
Beth is passionate about investment management and a perfectionist, to the extent there can be such a thing in a world of intangibles. She crafts and manages original portfolios as well as carefully working with outside investment management firms who pass her standards of ‘excellence’.
Beth developed her craft as a portfolio manager in the late 90’s, while a graduate student in finance. In addition to using proprietary investment models, SWMG may diversify client portfolios into third party management strategies (such as International) as well as select tactical positions and alternatives (such as structures, private equity and hedge funds).
Beth developed her craft as a portfolio manager in the late 90’s, while a graduate student in finance. In addition to using proprietary investment models, SWMG may diversify client portfolios into third party management strategies (such as International) as well as select tactical positions and alternatives (such as structures, private equity and hedge funds).
Staying in Touch
It is important to honor the mode in which clients are most comfortable communicating. In addition to a sophisticated self-service digital platform, Beth and her team are of course available in person, via email, via text and via phone. Formal review meetings are held at the frequency and location in which clients find most comfortable. Concurrently, clients have ongoing and sometimes sudden needs to which SWM strives to promptly address -- questions, requests, and projects -- providing each client with a virtually unparalleled level of service.
Tying it Together
Together with her team, Beth orchestrates each client’s financial world – which includes articulating their unique goals, financial profile, and planning needs, providing customized portfolio management, and coordinating with tax, insurance, and estate counsel -- to provide a complete wealth management solution.
Location
101 California St 23rd
Fl
San Francisco, CA 94111
US
Direct:
(415) 693-6101(415) 693-6101
Meet The Scanlan Wealth Management Group
Austin Tyler
Wealth Management Associate
Phone:
(415) 693-6280(415) 693-6280
Audrey Booher
Registered Client Service Associate
Phone:
(415) 693-6275(415) 693-6275
Hayley Curtis
Wealth Management Associate
Phone:
(415) 693-6002(415) 693-6002
Rajvi Berry, CPWA®
First Vice President, Financial Advisor, Alternate Investments Director
Phone:
(415) 693-6667(415) 693-6667
Katherine Halkias
Client Service Associate
Phone:
(415) 693-6007(415) 693-6007
About Beth Scanlan
Beth Scanlan, CFP®, MBA, is the founder of The Scanlan Wealth Management Group at Morgan Stanley Private Wealth Management. She and her team create and orchestrate bespoke wealth management solutions for founders, early employees, and officers of public and private companies.
Forbes Magazine has recognized Beth as one of the top 100 Women Financial Advisors, nationally, for the years 2018-2020 and 2022-2025.
Beth’s roots are in Fintech, and while at business school (Haas School of Business, University of California, Berkeley) Beth co-founded EA Invest. Its earliest products were productivity tools. Yet, like most start-up’s, the company pivoted for ‘product-market’ fit.
Beth was inspired in 1999, when she took Professor Jennifer Chatman’s leadership class and met the late Patricia Dunn, the former CEO of Barclays Global Investors (‘BGI’, later acquired by Blackrock). At the time, Beth was creating quantitative models that harnessed Modern Portfolio Theory, and BGI was creating a new class of ETF investor tools, that would later be known as the ‘iShare’. Today, this modeling practice is all the norm, yet Beth was one of the earliest pioneers. At the time, Beth asked BGI for new types of ETF’s that her model called for and assisted as a beta tester. Beth raised $10mm in venture capital, and ran EA Invest as its CEO and visionary for nearly five years, all the way through the dotcom bubble, before returning to Wall Street in 2002. In 2016, Beth joined Morgan Stanley. She continues to develop and manage quantitative modeling solutions and is the distinguished model owner for Morgan Stanley’s ‘Tax-Efficient Portfolio Management’.
Philanthropy is very important to Beth, volunteering over the past decade as CFO and Treasurer for a variety of non-profits focusing on youth, financial literacy and environmental education. She has founded two endowments, one of which now exceeds $50M in assets. Beth leverages this non-profit financial knowledge and experience to assist her clients in their philanthropic endeavors, ranging from governance to creating Donor Advised Funds (DAFs) and endowments to support their passions. For years, Beth taught financial literacy to disadvantaged youth with Palo-Alto based Able Works. She currently serves on the board of the Peninsula Girls Chorus, a beloved Bay Area group that provides arts education and musical performance for young women ages 4-19.
Beth also attended UC Berkeley as an undergraduate, earning a dual BA in Legal Studies and Mass Communications. She is a lifelong Cal Bear!
Beth and her husband Eric and youngest daughter live on the San Francisco Peninsula. Beth’s older kids also reside in the Bay Area –the family is an extremely close-knit bunch! In their spare time, they enjoy travel, the performing arts, the outdoors, and exploring ideas of all kinds.
NMLS #1501582
Forbes Magazine has recognized Beth as one of the top 100 Women Financial Advisors, nationally, for the years 2018-2020 and 2022-2025.
Beth’s roots are in Fintech, and while at business school (Haas School of Business, University of California, Berkeley) Beth co-founded EA Invest. Its earliest products were productivity tools. Yet, like most start-up’s, the company pivoted for ‘product-market’ fit.
Beth was inspired in 1999, when she took Professor Jennifer Chatman’s leadership class and met the late Patricia Dunn, the former CEO of Barclays Global Investors (‘BGI’, later acquired by Blackrock). At the time, Beth was creating quantitative models that harnessed Modern Portfolio Theory, and BGI was creating a new class of ETF investor tools, that would later be known as the ‘iShare’. Today, this modeling practice is all the norm, yet Beth was one of the earliest pioneers. At the time, Beth asked BGI for new types of ETF’s that her model called for and assisted as a beta tester. Beth raised $10mm in venture capital, and ran EA Invest as its CEO and visionary for nearly five years, all the way through the dotcom bubble, before returning to Wall Street in 2002. In 2016, Beth joined Morgan Stanley. She continues to develop and manage quantitative modeling solutions and is the distinguished model owner for Morgan Stanley’s ‘Tax-Efficient Portfolio Management’.
Philanthropy is very important to Beth, volunteering over the past decade as CFO and Treasurer for a variety of non-profits focusing on youth, financial literacy and environmental education. She has founded two endowments, one of which now exceeds $50M in assets. Beth leverages this non-profit financial knowledge and experience to assist her clients in their philanthropic endeavors, ranging from governance to creating Donor Advised Funds (DAFs) and endowments to support their passions. For years, Beth taught financial literacy to disadvantaged youth with Palo-Alto based Able Works. She currently serves on the board of the Peninsula Girls Chorus, a beloved Bay Area group that provides arts education and musical performance for young women ages 4-19.
Beth also attended UC Berkeley as an undergraduate, earning a dual BA in Legal Studies and Mass Communications. She is a lifelong Cal Bear!
Beth and her husband Eric and youngest daughter live on the San Francisco Peninsula. Beth’s older kids also reside in the Bay Area –the family is an extremely close-knit bunch! In their spare time, they enjoy travel, the performing arts, the outdoors, and exploring ideas of all kinds.
NMLS #1501582
Securities Agent: CO, MD, CT, NY, NM, CA, VA, UT, NV, MA, DC, WI, NC, MI, GA, AZ, WY, IL, PA, ID, TX, PR, OR, HI, FL, NH, NJ, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 1501582
NMLS#: 1501582
About Austin Tyler
Austin joined The Scanlan Wealth Management team in September of 2024. Prior to joining Morgan Stanley, he worked at the Organization for Economic Cooperation and Development, a private real estate consultancy, as well as JPMorgan Chase.
Austin earned his undergraduate degree in Public Policy from Columbia University and a master’s in Finance from SciencesPo (Paris, France).
Austin assists our clients and team in a variety of capacities! His team role is split between analytics, client service, and ongoing business development. His avocation includes marathon running – and he regularly competes in Marathons. Austin is fluent in English, French and Mandarin.
Originally from San Francisco, after residing over a decade on the East Coast and Europe, Austin has returned to his native City. We are thrilled he has joined our team!
Austin earned his undergraduate degree in Public Policy from Columbia University and a master’s in Finance from SciencesPo (Paris, France).
Austin assists our clients and team in a variety of capacities! His team role is split between analytics, client service, and ongoing business development. His avocation includes marathon running – and he regularly competes in Marathons. Austin is fluent in English, French and Mandarin.
Originally from San Francisco, after residing over a decade on the East Coast and Europe, Austin has returned to his native City. We are thrilled he has joined our team!
About Audrey Booher
Audrey’s role encompasses analytics, client service, and operations for the team. Audrey conducts research and generates reports on investment products and strategies including mutual funds, ETFs, and individual stocks, and serves as a key point of contact for fund managers. Audrey is passionate about portfolio analysis and assessing the quality of products and strategies available. Additionally, Audrey assists in preparing client materials, addressing client requests, and executing operational tasks.
Audrey graduated from the University of California, Berkeley in May 2024, earning a B.S. in Environmental Economics and Policy and a B.A. in Legal Studies. Audrey joined the Scanlan Wealth Management Group as of May 2024.
Outside of the office, Audrey enjoys spending time with family, singing, and going on walks. Growing up in Half Moon Bay, Audrey developed a love for the natural world’s beauty, which she aims to continually explore.
Audrey graduated from the University of California, Berkeley in May 2024, earning a B.S. in Environmental Economics and Policy and a B.A. in Legal Studies. Audrey joined the Scanlan Wealth Management Group as of May 2024.
Outside of the office, Audrey enjoys spending time with family, singing, and going on walks. Growing up in Half Moon Bay, Audrey developed a love for the natural world’s beauty, which she aims to continually explore.
About Hayley Curtis
Hayley Curtis joined the Scanlan Wealth Management team in 2025, bringing with her over five years of experience with Morgan Stanley. She left her Santa Rosa, CA team in 2023 to pursue international volunteer work and expand her perspective through travel in Southeast Asia and Europe before relocating to San Francisco.
Hayley holds an undergraduate degree in Finance from Sonoma State University. She supports client relationship management and leads operational oversight with the team to ensure a seamless and personalized experience for every client.
Outside the office, Hayley plays an active role in global impact as a board member of Fountain of Life Africa, a nonprofit focused on building schools and healthcare infrastructure in rural Zambia. She also enjoys staying involved in her community by volunteering regularly with local community gardens, the 9Zero climate innovation hub, and other philanthropic initiatives throughout San Francisco.
Hayley holds an undergraduate degree in Finance from Sonoma State University. She supports client relationship management and leads operational oversight with the team to ensure a seamless and personalized experience for every client.
Outside the office, Hayley plays an active role in global impact as a board member of Fountain of Life Africa, a nonprofit focused on building schools and healthcare infrastructure in rural Zambia. She also enjoys staying involved in her community by volunteering regularly with local community gardens, the 9Zero climate innovation hub, and other philanthropic initiatives throughout San Francisco.
About Rajvi Berry
I provide a comprehensive financial plan with investments designed to fit my clients' life goals. I have over twenty-five years of financial services' experience. In addition to providing personalized care, I utilize Morgan Stanley’s expansive resources including diversification of concentrated stock positions and form strategic alliances with other advisors within the firm to provide the best for you and your family.
Blessed to connect deeply with my clients, I value the art of listening and find that this easily develops into a collaborative discussion about what clients want and need, and how this fits into a quantitative plan for their benefit. My own experiences and personal understanding of large market devastation helps me maintain awareness of the challenges associated with juggling top priorities on multiple fronts. As a result, I’m a conscientious advisor, focused on the importance of building a financial plan as a family, and utilizing diversified holdings and strong investments.
As a mother of three myself, it’s very important to me that, when appropriate and approved by the parents, children are involved in planning. If and when net worth is passed down, the next generation should be as informed as possible without compromising their own ambitions.
Education
MBA, University of Chicago-Booth School of Business, 1994
BS & MS in Accounting/Taxation, University of Southern California, 1986
Blessed to connect deeply with my clients, I value the art of listening and find that this easily develops into a collaborative discussion about what clients want and need, and how this fits into a quantitative plan for their benefit. My own experiences and personal understanding of large market devastation helps me maintain awareness of the challenges associated with juggling top priorities on multiple fronts. As a result, I’m a conscientious advisor, focused on the importance of building a financial plan as a family, and utilizing diversified holdings and strong investments.
As a mother of three myself, it’s very important to me that, when appropriate and approved by the parents, children are involved in planning. If and when net worth is passed down, the next generation should be as informed as possible without compromising their own ambitions.
Education
MBA, University of Chicago-Booth School of Business, 1994
BS & MS in Accounting/Taxation, University of Southern California, 1986
Securities Agent: WA, OR, IL, ID, DC, AL, MT, MD, HI, GA, CT, CA, VT, UT, PA, FL, CO, NY, NH, MI, NV, NM, NJ, NC, MO, MA, TX, VA, IN, SC, OH, AZ; General Securities Representative; Investment Advisor Representative
About Katherine Halkias
Katherine joined The Scanlan Group at Morgan Stanley in June 2025. She is responsible for investment research, data synthesis, and analytics preparation. She also does operational work and executes client events from idea to generation. She strives to provide first class service to all her clients.
Katherine graduated from the University of California, Berkeley in May 2025 with a B.A. in Economics. Katherine grew up in the Los Angeles area and enjoys playing soccer, surfing, and spending time with her family and friends.
Katherine graduated from the University of California, Berkeley in May 2025 with a B.A. in Economics. Katherine grew up in the Los Angeles area and enjoys playing soccer, surfing, and spending time with her family and friends.
Contact Beth Scanlan
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By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Rosana Vantuyl
Private Banker
About Rosana Vantuyl
Rosana Vantuyl is a Private Banker serving Morgan Stanley Wealth Management offices in California.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Rosana began her career in financial services in 2010, and joined Morgan Stanley in 2015 as a Private Banker. Prior to joining the firm, she was a Wealth Management Banker at Merrill Lynch. She also served as a Real Estate Agent at Zephyr Real Estate.
Rosana is a graduate of the University of Oregon, where she received a Bachelor of Science in Psychology. She lives in San Francisco, California with her family. Outside of the office, Rosana enjoys traveling and volunteering with international service projects.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Rosana began her career in financial services in 2010, and joined Morgan Stanley in 2015 as a Private Banker. Prior to joining the firm, she was a Wealth Management Banker at Merrill Lynch. She also served as a Real Estate Agent at Zephyr Real Estate.
Rosana is a graduate of the University of Oregon, where she received a Bachelor of Science in Psychology. She lives in San Francisco, California with her family. Outside of the office, Rosana enjoys traveling and volunteering with international service projects.
NMLS#: 637533
Private Bankers, Ultra High Net Worth ("UHNW") Specialists, PBG Market Managers, Lending Advisors, Mortgage Consultants, Regional Mortgage Specialist, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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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
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
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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.
1Investing 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
1Investing 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)
