Welcome to Graystone San Francisco

We are a cohesive team of seasoned financial professionals who has built upon our strengths as institutional investment consultants to provide comprehensive wealth management solutions for nonprofit organizations, institutions and ultra high net worth families. Combining our own specialized experience with the global capabilities of Morgan Stanley, we provide direct access to the knowledge, skills and resources needed to help address the complex challenges of managing nonprofit assets and significant wealth.

Under the leadership of Institutional Consulting Director Brian Sharpes, our team has earned the confidence of prominent institutional clients and financially successful families in California and around the country, and has received widespread industry recognition.
About our team:
  • Approximately $1.8 billion in assets under advisement
  • Seven-member team combining diverse talents to create comprehensive wealth management solutions
  • Significant experience handling complex, nonprofit financial matters
  • nstitutional investing approach to create highly customized strategies for nonprofits and multigenerational family clients
  • A passion for providing superior service and placing client needs first
Capabilities
  • Investment Management
  • Open-Architecture Platform
  • Risk Management
  • Manager Selection
  • Philanthropy Management
  • Sustainable & Responsible Investing
  • Comprehensive Wealth Planning
  • Family Governance & Wealth Education
  • Proprietary Investment Opportunities
  • Consolidated Reporting
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 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • 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 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
  • Institutional Consulting
    Since 1994, Graystone San Francisco has provided objective advice and fresh, creative strategies to assist boards of directors of nonprofit organizations, foundations and endowments address their complex needs. With every client, we hold ourselves to the highest standards of service, transparency and accountability. From the onset of each relationship, we carefully define and formally document our role and all expectations of us.

    Working within Graystone Consulting, a separate and independent business unit of Morgan Stanley, we offer our clients the unique combination of an institutional consulting boutique with the global resources of one of the world’s preeminent financial organizations.
  • Private Wealth Management
    Our team offers private wealth individuals and families a rigorous investment discipline that we developed by working with institutional clients over two decades. We combine this results-driven approach with a deep exploration of your needs and aspirations and an extensive range of wealth management capabilities. The result is a total wealth management solution that touches every aspect of your financial life.

    We pride ourselves on providing innovative, thoughtful solutions that often transcend common industry wisdom. Working collaboratively with you and your other trusted advisors, or with specialists we can bring to the table, we help you make confident, informed decisions for today and for the future. No matter what your objectives are or the complexities of your balance sheet, our mission is to understand, enhance and simplify your finances so you can pursue more opportunities for living a rewarding life.

Location

1333 N California Blvd
Ste 133
Walnut Creek, CA 94596
US
Direct:
(925) 746-2919(925) 746-2919

Meet The Sharpes Group

About Me

Securities Agent: CA, VA, TX, SD, SC, PR, PA, OR, NY, NV, NM, NJ, NC, MT, MO, MI, MD, MA, KS, IL, ID, HI, GA, FL, DE, DC, CO, AZ, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1703206

About Me

With over 13 years of experience in the financial services industry, Dan advises the team’s institutional and individual clients on investment and asset allocation strategies. A Chartered Financial Analyst charterholder, Dan also conducts in-depth due diligence on investment managers and assists clients with trading, liquid alternatives and international accounts.Prior to moving with the team to Morgan Stanley in 2017, Dan spent nine years at UBS. He worked in their San Francisco Wealth Management and Private Wealth Management offices before joining the Sharpes Group in 2012. He began his career as a financial advisor with MetLife Securities.Dan holds a B.S. in economics from Saint Mary’s College of California, and went on to complete the Private Equity Programme at the University of Oxford’s Said School of Business. Dan lives with his wife and daughter in Walnut Creek, California.

About Me

Carrie works closely with clients and their families to develop comprehensive, multigenerational wealth management plans. This includes trust and estate advisory, philanthropic strategy and other multigenerational planning issues. Carrie also heads the team’s marketing and business development efforts. Carrie joined The Sharpes Group while at UBS in 2016 and moved to Morgan Stanley in 2017. Previously, she worked at Credit Suisse as a Private Banking Relationship Manager for five years. She began her career working in San Francisco commercial real estate in 2005. Carrie holds a B.A. from the University of California at Santa Barbara and an MBA from the University of San Francisco. A Bay Area native, she is involved in the Junior League of San Francisco and the Olympic Club Foundation. She lives with her husband and two children in Marin County.

About Me

Over 18 years of financial services industry experienceB.A., Finance, California State University ChicoSeries 7, General Securities RepresentativeSeries 66, Investment Advisor Representative & Uniform Securities Agent

About Me

Over 2 years of financial services industry experienceB.A., Economics, Pepperdine UniversitySeries 7, General Securities Representative Series 66, Investment Advisor Representative & Uniform Securities Agent

About Me

Over 17 years of financial services industry experienceB.A., University of California at BerkeleySeries 7, General Securities RepresentativeSeries 66, Investment Advisor Representative & Uniform Securities Agent
Economic and Market Perspectives

On the Markets

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Art as An Asset
CRC 2274738 01/19

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
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We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Market Information Delayed 20 Minutes
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.

See the Financial Advisors Biographies for Registration and Licensing information.

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