West Henderson Romano Group

Lowry is a Managing Director and Private Wealth Advisor with Morgan Stanley Private Wealth Management. He has been providing comprehensive financial advice to high net worth families for over 30 years. Lowry and his team develop customized wealth management plans for highly affluent families, entrepreneurs, private business owners, and public company executives.

Lowry began his career in the financial services industry in 1992 with Paine Webber, joining Morgan Stanley in 1999. Before entering the financial services industry, he served as a Certified Public Accountant with Deloitte & Touche in Seattle, WA.
 
Lowry holds the CERTIFIED FINANCIAL PLANNER™ designation. He received his undergraduate degree in Business & Accounting from the University of Washington in 1989. Lowry has been recognized as one of the 2024 Barron's Top 1,200 Financial Advisors as well as the 2025 Forbes Best-in-State Wealth Advisors.  He resides in Seattle with his wife and two daughters.

Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC for the period 3/31/23-3/31/24

Timothy Henderson is an Executive Director and Private Wealth Advisor with Morgan Stanley Private Wealth Management. He brings more than two decades of sophisticated investing and wealth planning experience to the service of his team’s clients. Tim and his team develop customized wealth management solutions for highly affluent families, not-for-profit entities, and private business owners. In addition to managing discretionary client portfolios, Tim works closely with self-directed clients in the execution of opportunistic investment strategies and helping develop tailored lending and credit solutions.

Prior to Morgan Stanley, Tim was with JPMorgan’s Private Bank where he partnered with Steve Romano to run the ultra-high net worth investment practice in Seattle. He started his career at Goldman Sachs in the San Francisco Bay Area in a corporate and ventures services group, advising venture capital firms on their portfolio holdings, before moving into Private Wealth Management in 2001.

Tim is a CFA Charterholder and a member of the CFA Institute and the CFA Society of Seattle. He earned his BBA in accounting from Gonzaga University in 2000 and remains actively involved in the school, mentoring undergraduate students. He is involved with a number of nonprofit groups in Seattle, including Friends of the Children and the Washington State Opportunity Scholarship. Tim lives in Seattle with his wife and three children.

Stephen Romano is an Executive Director and Private Wealth Advisor with Morgan Stanley Private Wealth Management. Drawing on four decades of institutional investing and wealth planning experience, Stephen and his team develop customized wealth management solutions for family offices, public-company executives and private business owners, as well as foundations and endowments.

Prior to Morgan Stanley, Steve spent a decade with the J.P. Morgan Private Bank in Seattle, where he partnered with Tim Henderson to run the ultra-high net worth investment practice. Steve began his career in 1981 in commercial banking with Manufacturers Hanover Trust Company in New York, followed by institutional fixed income sales with Salomon Brothers. He returned to Seattle in 1990 to join Sirach Capital Management as a Principal and Portfolio Manager. In 2004, he became Chief Investment Officer of a large private foundation before moving into private wealth management.

Steve attended Lakeside School in Seattle and earned a B.A. in economics from Boston College in 1981. He is a CFA Charterholder as well as a member of the CFA Institute and the CFA Society of Seattle. In his downtime, Steve enjoys competitive tennis and skiing with his wife, Juliet, and their three grown children.

Shane is a Private Wealth Advisor with West Henderson Romano, offering a wealth of experience and a distinctive perspective to his clients.

His career began at Bloomberg, where he developed a comprehensive understanding of the financial markets as an analyst. Motivated by a natural curiosity, Shane transitioned to the startup world, dedicating over a decade to helping companies like Plaid, Stytch, and Square evolve from startups to unicorns. His journey even led him to Europe, where he played a pivotal role in expanding Plaid’s business, all while cultivating a fondness for Sunday Roasts and cheeky pints. This diverse experience has instilled in him a profound appreciation for the challenges of building successful companies.

Since joining Morgan Stanley in 2025, Shane has been dedicated to leveraging his intellectual curiosity and deep understanding of wealth accumulation to benefit his clients. He takes the time to understand what motivates them, their goals, and how their finances can support these ambitions. This insight enables him to craft personalized wealth management strategies, drawing on the expertise of his team and the extensive resources of Morgan Stanley. His approach often begins with comprehensive planning, integrating financial, trust/estate, philanthropic, and family financial education.

Originally from Seattle, Shane is a proud alumnus of Cornell University, where he was a member of the Varsity lacrosse team, consistently ranked among the top in the country. Outside of work, Shane is passionate about the outdoors, enjoying activities such as skiing, hiking, and trail running. He is also committed to improving his golf game and giving back to the Pacific Northwest startup community in any way he can.

Jan began his career at Morgan Stanley in 2004, initially with an institutional team serving foundations and endowments. He joined our team in 2007 and his responsibilities include investment product research, portfolio construction analysis, performance reporting, and cash flow modeling.

Jan received his Bachelor of Arts degree in Finance from the University of Washington in 2005. He and his wife live in Issaquah, WA with their dog, LuLu, and they enjoy hiking in the Pacific Northwest.