

The Wade Street Group at Morgan Stanley

Our Mission Statement
Welcome
We have found that the investment field is increasingly overcrowded, full of complicated investment products; because of this, people seek a trusted advisor who delivers wise counsel. We treat you like family, taking the time to understand your needs and provide meaningful solutions.
Using our proprietary "Clutch" process, we strive to help you Preserve, Prosper and Pass on your Wealth to future generations. We also encourage clients to share their financial success with causes they are passionate about.
Regardless of who you are and where you are in life, we know you have relationships, interests, and goals that bring you joy. At the Wade Street Group, we believe these vital elements should be at the heart of your wealth plan.
As you work with the Wade Street Group, you will find that our holistic approach is thoughtful, nuanced, and straightforward. As a result, your financial plan will be comprehensive and incredibly personalized. We then uniquely tie your financial plan to your personalized investment solutions, which allows us to help you grow and use your assets while staying mindful of tax considerations.
With our decades of experience, we are humbled to continue serving many 2nd, 3rd, and 4th generations of families. We look forward to serving your family as well.
- Source: Forbes.com (Awarded Jan 2024-2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.

Grace and Wade are two of only a handful of Morgan Stanley Financial Advisors to earn the firm's Global Sports and Entertainment Director designations. They were chosen for their highly specialized experience serving the unique and complex needs of athletes, sports industry professionals, and entertainers.
It's about what's important to you
Wealth is more than just money. We know that true wealth is about the things you value most deeply. In sports, as in life, there are always challenging transitions. Our approach empowers us to effectively guide you through complex situations, with a focus.
Professional Athletes
- NIL and First Contracts
- Transition to Pro Leagues
- Injury, Trades, and Team Changes
- Retirement from Sport
- Retirement from Life After Sport
Professional Entertainers
- First big break and contracts
- Platform shifts: music, film, writing, hosting, digital media, traditional media
3 .Going independent - Entrepreneurial ventures
- Navigating royalties and inconsistent income
Life Beyond the Game
- Marriage, Divorce, or Separation
- Birth of a Child or Grandchild
- Career Changes
- Loss of a Family Member
- Building Your Legacy
You expect your financial plan to be comprehensive and incredibly personalized. That's our goal for you. We link your plan's calculated rate-of-return to your investment solutions, so every investment decision is made with purpose. We believe this sets us apart. We call it: "Investing in the Clutch."
We developed this discretionary strategy in response to the 2008 financial crisis, and it guides us to this day.
Grace Grifferty
Email: grace.grifferty@morganstanley.com
Phone: 312-648-3326
Wade J Lewis
Email: wade.j.lewis@morganstanley.com
Phone: 312-648-3326
Charitable Giving & Philanthropic Planning

We, along with our partners across the firm, can help you:
-Define your charitable interests and identify nonprofits that work in those areas
-Select charitable vehicles that may address your needs
-Implement plans to help ensure that your charitable dollars are well spent
-Seek nonprofit board placements that complement your -passion
-Conduct research on specific charities and areas of charitable interest
-Introduce you to like-minded philanthropists
-Find ways to involve children and other family members in your giving
In the meantime, to begin to identify factors that might have shaped your attitude about charitable giving, ask yourself the following questions:
-Which childhood lessons about money related to giving have carried over into your life as an adult?
-As you look at how you spend your time now, what activities do you enjoy the most? Which activities do you consider the most worthwhile?
-Describe the nonprofits you support. What is your reason for giving to these organizations?
-What single charitable gift or activity has given you the most joy?
-Do you know how effectively the organizations you support have been using the money? Is this an important factor to you?
-Gaining access to Philanthropic Services can be contingent on meeting certain criteria, including minimum $25MM total net worth, with $10MM in liquid assets.
Cara Collective - Developing employment pathways for both individual and community success
NAMI - National Alliance on Mental Illness
Operation Underground Railroad - Shines a light worldwide on the global issue of child sex trafficking and exploitation.
The Foundation United - Global solutions to eradicate sexual exploitation
Wings - Breaking the cycle of domestic violence.
Location
Meet The Wade Street Group
About Elaine Z Lewis
A lifelong outdoorswoman, Elaine enjoys skiing the beautiful mountains of Colorado and a serene quiet time on the shores of lake Michigan.
Named to Forbes' Top Women Wealth Advisor Best-In-State 2022-2025. Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State Source: Forbes.com (Awarded Feb 2022-2025) Data compiled by SHOOK Research LLC based on time period concluding in Sept of year prior to the issuance of the award.
Named to Forbes’ Top Women Wealth Advisor for 2021: Forbes America's Top Women Wealth Advisors Source: Forbes.com (Awarded Mar 2021) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20.
NMLS#: 1273117
About Wade J Lewis
Wade began his financial services career in 1983 after graduating from The University of Chicago. An avid collegiate baseball and basketball player, he was inducted into the University’s Hall of Fame in 2010.
NMLS#: 1268434
About Erick Perez
Heading up the analytics of your comprehensive financial plan (LifeView)
Fully integrating and regularly updating your outside retirement plans into your Lifeview Analysis
Building fixed income bond ladders for your cash flow – both taxable & tax free
Updating our proprietary investment process (“The Clutch”) on behalf of your portfolio
Interfacing with our lending department on any of your loan needs
A native of the Chicago area, Erick has run 19 Chicago Marathons (11 consecutively). His passion for family and kids keeps him active with many philanthropic organizations.
NMLS#: 1288189
About Ryan Anderson
Outside of work, Ryan and his wife care for their 13 years young pit mix. They reside in the Bucktown neighborhood. Both enjoy outdoor activities such as hiking, biking, fishing and can often be found on the 606 trail taking in the sights and sounds of the city… if he is not out golfing or at the gym playing basketball.
NMLS#: 1590853
About Grace Grifferty
Having grown up overseas in Kazakhstan, Georgia, Senegal, Hungary, and the United Arab Emirates and moved frequently across the United States, Grace understands what it means to live with constant change. That perspective informs her approach: providing stability and clarity to our clients who often navigate difficult transitions, high pressure, and uncertain futures – whether in their professional lives (athletes, sports industry professionals, physicians, business owners, and executives) or personal lives (marriage, divorce, welcoming a child, losing a loved one, building your legacy, and more).
Grace graduated magna cum laude from Northeastern University’s Honors Program. As an undergraduate, she conducted immunology-oncology research at Harvard Medical School, Dana-Farber Cancer Institute, and Jounce Therapeutics. She began her career in finance at Goldman Sachs and joined Morgan Stanley in 2019. Grace brings a distinctive perspective to her team—as an expat, scientist, and athlete. On weekends, you can find her on the tennis court or walking along the lakefront with her dog, Dax.
Grace was named to the Pacesetter’s Club at Morgan Stanley in both 2024 and 2025—an elite group recognizing the firm’s Financial Advisors.
Morgan Stanley Wealth Management Pacesetter’s Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Pacesetter’s Club membership is no guarantee of future performance.
NMLS#: 2220830
About Erica Cartharn
Erica enjoys international travel and is passionate about working with children. She previously taught kindergarten in Phuket, Thailand and currently teaches English online to children in China.
About George Antonopoulos
Prior to joining the team in 2024, George began his career at Morgan Stanley in 2022 working as a Registered Client Service Associate with another wealth management team. His primary role was to provide analytical, operational, and administrative support to his previous team. George graduated from DePaul University with a Bachelor of Science in Business Management and Concentration in Entrepreneurship. While in school, George participated in an internship program at The Family Wealth Alliance which gave him his first exposure to wealth management. George currently holds the SIE, Series 7, and Series 66 licenses.
George resides in his hometown of Glenview, IL and enjoys cheering on the Chicago Bulls, playing guitar, and spending time with his family and friends in his free time.

Contact Elaine Z Lewis

Contact Wade J Lewis

Contact Erick Perez

Contact Ryan Anderson

Contact Grace Grifferty
The Power of Partnerships
About Rosanne Peel
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.
Rosanne began her financial services career in 1987 and joined Morgan Stanley in 2022. Prior to that, she was a Senior Private Banker at BMO Family Office. She also served as a Marketing Manager in the Business Development Group at TD Securities, a Private Banking Relationship Manager at Toronto Dominion Bank, and a Private Banking Relationship Manager at Marine Midland Bank/HSBC.
Rosanne is a graduate of University of Delaware, where she received a Bachelor of Science in Business Administration. She and her family currently reside in Winnetka, Illinois.
From 2014 to 2019, Rosanne dedicated her time to The Auxiliary of the Woman’s Board of the Rush University Medical Center as a Member before transitioning to an Associate Member in 2019. Outside of the office, Rosanne enjoys staying active outdoors by hiking and scuba-diving. She also enjoys playing tennis, traveling, and cooking.
Portfolio Insights
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Wealth Management for Athletes and Entertainers
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
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