


Our Mission Statement
WELCOME
As fiduciaries, we always put our clients' best interests first. Our investment strategies are grounded in deep research, rigorous due diligence, and a disciplined, long-term perspective. We build globally diversified, multi-asset class portfolios, with expertise in tactical asset allocation, equity and fixed income security selection, and due diligence on external managers.
Beyond portfolio management, we offer a full suite of family office services, including lending, private banking, philanthropic advising, and integrated financial and tax planning, working hand-in-hand with clients' other trusted advisors such as attorneys, accountants, and family offices.
Above all, we strive to be more than just your financial advisors, we aim to be steady partners, trusted sounding boards, and long-term allies in helping our clients achieve clarity, confidence, and peace of mind across every stage of life.
- Comprehensive Wealth Planning
- Investment Management
- Tax, Trust & Estate AdvisoryFootnote1
- Cash Management & LendingFootnote2
- Securities Based LendingFootnote3
- Investment Strategies for Family Offices
- 10b5-(1) Programs
- Corporate Stock Plans
- Philanthropy Management
- Sustainable & Responsible InvestingFootnote4
- Manager Selection
About PWM
- 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
- 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
The Summit Approach

Awards and Accolades
2019-2025 Forbes Best-In- State Wealth Advisors. Source: Forbes (Awarded April 2025). Data compiled by SHOOK Research LLC based for the period 6/30/23–6/30/24.
2016-2023 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 2016-2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2023 Barron's Top 100 Private Wealth Management Teams(formerly referred to as Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (Awarded April 2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2023 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Location
Meet The SF Summit Group
About Me
Randy has 32 years of investment management experience. Prior to joining Morgan Stanley, Mr. Peterson was a Senior Managing Director and Wealth Manager for First Republic Investment Management since 2006. He manages relationships for ultra-high net worth families. Mr. Peterson focuses on a broad array of customized family office services, including asset management and financial planning. He specializes in tactical asset allocation, equity and fixed income security selection, and due diligence on external managers, and invests broadly in stocks, bonds, real estate, and alternative investments. His continued work has led him to recognition on Barron’s Top Advisor Rankings*. His team currently manages approximately $3 billion in multi-asset class portfolios for wealthy families. Prior to First Republic, he was with U.S. Trust Company from 1998 to 2006, where he served as a Senior Portfolio Manager. Mr. Peterson began his career as an investment officer in the Investment Management Group at Wells Fargo.
Randy received his B.S. from the University of Colorado, Boulder, and MBA from the University of Oregon. He serves on the board of the San Francisco Maritime National Park Association. In his free time, Randy enjoys skiing, mountain biking, and boating and spends time in Telluride, CO and Tahoe City, CA. Randy lives in San Francisco with his wife, Jennifer, two daughters, and two golden retrievers.
*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. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
NMLS#: 2511635
About Me
Prior to joining Morgan Stanley, Mr. Bricmont was a Senior Managing Director and Wealth Manager at First Republic Investment Management, where he focused on larger and more complex client situations. Before joining First Republic in 2006, Mr. Bricmont was a Portfolio Manager at Nelson Capital Management, working primarily with individual high net worth investors and specializing in U.S. large cap growth equity as well as socially responsible investing.
NMLS#: 2510847
About Me
Prior to joining Morgan Stanley, Mr. Marotto was a Managing Director and Wealth Manager at First Republic Investment Management. In his current role, he serves a diverse group of clients in developing customized investment strategies and comprehensive financial plans. Mr. Marotto joined First Republic in 2008 and served as a Portfolio Strategist and Research Analyst in both equity and fixed income markets. Prior to joining First Republic, he worked in the Assurance & Business Advisory Practice at PricewaterhouseCoopers LLP in San Francisco.
Mr. Marotto has been recognized by Forbes as a Top Next-Gen Wealth Advisor (2017-2022)*, a Best-In-State Wealth Advisor (2019-2022)*, and an America’s Next Gen Advisors (2022)*.
*2017-2022 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017-2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
*2019-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
NMLS#: 2500276
About Me
David has 14 years of investment management experience. Currently he develops customized investment strategies and financial plans for families and institutions, specializing in portfolio construction and individual security selection. He manages global, multi-asset portfolios, investing broadly across stocks, bonds, real estate, and alternative investments, and has been recognized by Forbes as an America’s Top Next-Gen Advisor.
Prior to Morgan Stanley, David worked at First Republic Investment Management (2014-2023) initially as a Research Analyst covering the Healthcare, Technology, and Consumer sectors, and as an Equity Portfolio Strategist assisting in the construction and implementation of the firm’s equity strategies. Prior to First Republic, he worked in the business valuation group of Andersen Tax, where he specialized in valuing privately-held companies with a focus on 409a valuations and cap table analysis, and began his career in Texas Instrument’s Finance department.
David received his bachelor’s degree in Business Administration from California Polytechnic State University, San Luis Obispo, concentrating in Finance and minoring in Economics. He holds the Chartered Financial Analyst ® designation and is an active member and educational volunteer of the CFA institute and CFA Society San Francisco, where he has served as a peer mentor and judge for the CFA Research Challenge.
David lives in Alamo, CA with his wife Elena, two sons and daughter. He enjoys coaching youth sports, snowboarding, golfing, and exploring the outdoors with his family.
NMLS#: 2505497
About Elizabeth Garcia
Prior to joining Morgan Stanley, Elizabeth was a Sr. Relationship Manager/Vice President with First Republic Bank, and she stuck by her clients' side to hold their hands through a historical bank failure as they were acquired by JP Morgan. As a Relationship Manager she acted as a "single point of contact" for her clients, providing them with tailored banking, lending, and financial solutions.
As a Private Wealth Advisor her focus continues to be on providing the "white glove" concierge service that her clients are accustomed to, with delivering comprehensive, personalized strategies. Elizabeth is excited to bring her relationship-driven approach where she can help clients navigate the complexities of wealth management to preserve their assets, build generational wealth, mitigate taxes and achieve long-term financial success.
Elizabeth is a Bay Area native and resides in San Francisco with her family. On the weekends she enjoys exploring the beautiful amenities SF has to offer with family and friends.
CRC #
About Jackie Andrews
Jackie studied Urban Anthropology, Cultural Studies, and Art at San Francisco State University and worked in the community non-profit space for 12 years before pivoting in 2016 to a career in financial planning (at Morgan Stanley!) out of a passionate desire for helping people. She joined the Summit Group at First Republic Investment Management in 2021 and is delighted to be back at Morgan Stanley, continuing to work with an inspiring group of colleagues to help clients achieve their financial goals.
Jackie lives in West Oakland with her partner and two fur babies. In her free time, she enjoys reading, museum-going, playing music with friends, and hiking the East Bay’s redwood forests.
CRC 6198810
About Alexander Chan
Alex joined the Summit Group at First Republic Investment Management in 2022. Beforehand, he worked at Bank of the West as a portfolio manager for 8 years where he worked with clients on their investment policies, carried out research for security selection, co-managed the US Large Cap Growth strategy, and led fixed income trading. Professional interests include macroeconomics, growth equities, and investment grade fixed income. He joined Morgan Stanley in 2023.
Alex earned a Master of Science in Finance from Santa Clara University, Leavey School of Business and a B.A. in Economics from the University of California, Santa Cruz. Alex holds the Chartered Financial Analyst designation and is a member of the CFA Society San Francisco.
While in school, Alex taught graduate MBA students financial theory and mathematics. He continues his passion for education in his career by helping clients make decisions with sound risk management.
In his free time, Alex enjoys traveling, tracking the aurora borealis, swimming, backpacking, and enjoying city life with friends in his native San Francisco.
CRC 6133719
About Kendal Schall
Prior to joining Morgan Stanley, Kendal was a Financial Planner at First Republic Investment Management (2017-2023) and before that at the Legacy Capital Group in Los Gatos (2013-2017). Kendal started her career in various client service and financial planning roles at Morgan Stanley Smith Barney.
Kendal received her bachelor’s degree in Finance from Santa Clara University. She also holds the Certified Financial Planner CFP® designation.
Kendal lives in San Jose with her son and puppy. In her free time, Kendal enjoys hiking, baking and spending time with friends and family.
CRC 6118825
About Colin Murphy
Prior to joining Morgan Stanley, Colin was an integral member of the Summit Group at First Republic Investment Management from 2018-2023. Colin worked in risk management for a FinTech company before joining the Summit Group.
Colin earned a Bachelor of Science in Financial Services from San Diego State University.
Outside of work, Colin enjoys playing golf, watching sports, and spending time outside barbequing with his wife, dog, and friends.
CRC 6198805
About Luc Marshall
Luc joined the Summit Group at First Republic Investment Management in 2022. Prior to his time with First Republic, Luc was attending the University of California, Santa Cruz, where he earned a B.A. in Business Management/Economics.
In his free time, Luc is an avid saxophonist and musician, playing and composing various types of music. He also enjoys hiking, basketball, and powerlifting.
CRC 6198804
About Maxwell A. Morais
Prior to Morgan Stanley, Maxwell joined the industry under the Summit Group as a Client Service Associate at First Republic Investment Management (2021-2023). Beforehand, he began his service career as a Sales & Marketing Coordinator for a new luxury Marriott development in Pismo Beach (2019-2021) where he was immersed in all aspects of white-glove hospitality.
Maxwell earned his B.S. in Business Administration from California Polytechnic State University in San Luis Obispo with a concentration in Marketing Management and a Minor in Media Arts, Society, and Technology. Maxwell draws from his well-rounded education to effectively problem-solve for, communicate with, and learn further from individuals of all backgrounds and fields.
Maxwell lives in Oakland with his husband, extended family, and rescued furry friends. In his free time, Maxwell enjoys exploring local restaurants, watching films, crafting, and community building through food and live music.
CRC 6198801

Contact Randy J. Peterson

Contact Sean F. Bricmont

Contact Stephen R. Marotto

Contact David Dudek
Awards and Recognition






The Power of Partnerships
About Jonathan Chen
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.
Jonathan began his career in financial services in 2004 and joined Morgan Stanley in 2014. Prior to joining the firm, he was a Citigold Relationship Manager at Citibank. He also served as a Premier Client Manager and a Branch Manager at Bank of America.
Jonathan is a Bay Area native and currently resides in Union City, CA with his wife and two children. Outside of the office, he enjoys traveling, playing golf and watching sports.
About Nathan Hurty
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.
Nathan began his career in financial services in 2009, and joined Morgan Stanley in 2011, and has held roles in the Private Bank including Associate Private Banker and Loan Portfolio Manager. Prior to joining the firm, he was an Associate at Advanced Equities.
Nathan is a graduate of Augustana College, where he received a Bachelor of Arts degree in Finance with a minor in Economics. He lives in San Francisco, California with his family. Outside of the office, Nathan enjoys cooking and is an avid skier.
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
Summer Update: The Snapback
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Insights and Outcomes
Private Wealth Management Podcast
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
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.
2Morgan 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
3Borrowing against securities may not be appropriate for everyone. You should be aware that there are risks associated with a securities based loan, including possible maintenance calls on short notice, and that market conditions can magnify any potential for loss. For details please see the important disclosures below.
Securities based loans are provided by Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association or Morgan Stanley Bank, N.A, as applicable.
Important Risk Information for Securities Based Lending: You need to understand that: (1) Sufficient collateral must be maintained to support your loan(s) and to take future advances; (2) You may have to deposit additional cash or eligible securities on short notice; (3) Some or all of your securities may be sold without prior notice in order to maintain account equity at required maintenance levels. You will not be entitled to choose the securities that will be sold. These actions may interrupt your long-term investment strategy and may result in adverse tax consequences or in additional fees being assessed; (4) Morgan Stanley Bank, N.A., Morgan Stanley Private Bank, National Association or Morgan Stanley Smith Barney LLC (collectively referred to as “Morgan Stanley”) reserves the right not to fund any advance request due to insufficient collateral or for any other reason except for any portion of a securities based loan that is identified as a committed facility; (5) Morgan Stanley reserves the right to increase your collateral maintenance requirements at any time without notice; and (6) Morgan Stanley reserves the right to call securities based loans at any time and for any reason.
With the exception of a margin loan, the proceeds from securities based loan products may not be used to purchase, trade, or carry margin stock (or securities, with respect to Express CreditLine); repay margin debt that was used to purchase, trade or carry margin stock (or securities, with respect to Express CreditLine); and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
To be eligible for a securities based loan, a client must have a brokerage account at Morgan Stanley Smith Barney LLC that contains eligible securities, which shall serve as collateral for the securities based loan.
4Investing 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.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by 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.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® 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