The Scanlan Wealth Management Group

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

Greg has more than 30 years of experience in the financial services industry as an advisor serving the needs of high net worth individuals, families and foundations. He has an extensive background in the complexities of corporate executive compensation and tax management strategies.

He provides many of his clients with comprehensive advice on issues regarding control and restricted securities including hedging, monetization and diversification solutions. In addition, Greg advises his high net worth clients on asset allocation, oversees the selection and monitoring of professional money managers, and manages equity portfolios directly. He structures tailored fixed income portfolios and provides guidance on trust, estate and intergenerational wealth transfer issues.

Greg is a graduate of the University of California, Berkeley. He is also a Certified Public Accountant (CPA) (Non Practicing at Morgan Stanley), a CERTIFIED FINANCIAL PLANNER™ (CFP^®) and a Certified Equity Professional (CEP). Greg holds Series 7, 31, 63 and 65 securities licenses. While at Berkeley, Greg was an NCAA collegiate golfer.

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

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.

Austin joined The Scanlan Wealth Management team in September of this year. 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!