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Brian R. Acarregui
Executive Director
Financial Advisor
Senior Portfolio Management Director
Financial Advisor
Senior Portfolio Management Director
tel: (206) 343-2924
toll free: (800) 426-7837
fax: (206) 628-4409
Professional Details
- 1993 - present: Morgan Stanley*
Executive Director
Financial Advisor
Senior Portfolio Management Director
Seattle, WA - 2013 Member, Morgan Stanley* Chairman's Club
- MBA with honors
University of Chicago Graduate School of Business, 1995
Concentrations in Finance & Accounting
Chicago, IL - BA - Business Administration, 1989
University of Washington
Seattle, WA - Primarily focused on equity research, investment strategy and portfolio construction. Has managed equity portfolio for last 17 years that currently ranks in the top 15 for assets under management within the Morgan Stanley* Portfolio Management Group.
- Brian was recognized by Barron's Magazine as one of the Top 25 Advisors in the State of Washington and as one of America's Top 1,000 Advisors in the 2012 and 2013 issues.
- Brian was selected in 2013 by the Financial Times in their inaugural list of the FT Top 400 Financial Advisors. *
- Member of the Morgan Stanley* Portfolio Management Group Advisory Council
- Series 7 - General Securities Representative
Series 63 - Uniform Securities Agent State Law Exam
Series 65 - Uniform Securities Adviser Law Exam
Brian R. Acarregui
is licensed in the following state(s):
AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, KY, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA
Michael B. Healey
Senior Vice President
Financial Advisor
Senior Investment Management Consultant
Financial Advisor
Senior Investment Management Consultant
tel: (206) 628-4415
toll free: (800) 426-7387
fax: (206) 628-4425
Professional Details
- 2001 - present: Morgan Stanley*
Senior Vice President
Senior Investment Management Consultant
Seattle, WA - 2013 Member, Morgan Stanley* President's Club
- BA - Business Administration/Accounting, 1983
University of Puget Sound
Tacoma, WA - Primary responsibility includes the management and operation of the group.
- Additionally, handles client relationship management, financial planning programs, asset allocation strategies, investment manager research and alternative investments.
- Series 7 - General Securities Representative
Series 63 - Uniform Securities Agent State Law Exam
Series 65 - Uniform Investment Adviser Law Exam
Michael B. Healey
is licensed in the following state(s):
AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, KY, MA, MD, MI, MN, MO, MS, MT, NC, NH, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA
Brian C. Oliger, CFP
Senior Vice President
Financial Advisor
Family Wealth Director
Financial Advisor
Family Wealth Director
tel: (206) 628-4408
toll free: (800) 426-7837
fax: (206) 628-4425
Professional Details
- CERTIFIED FINANCIAL PLANNER - CFP
- 1993-2002 Shearson Lehman Brothers
2002 - present: Morgan Stanley*
Senior Vice President
Family Wealth Director
Seattle, WA - BS - Business/Finance, 1988
Central Washington University
Ellensburg, WA - Responsibilities include client relationship management, financial planning programs, asset allocation strategies, investment manager research and alternative investments.
- Series 7 - General Securities Representative
Series 63 - Uniform Securities Agent State Law Exam
Series 65 - Uniform Investment Adviser Law Exam
Brian C. Oliger, CFP
is licensed in the following state(s):
AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, KY, MA, MD, ME, MI, MO, MS, NC, NH, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA
Brian D. Chase
Vice President
Financial Advisor
Senior Portfolio Manager
Financial Advisor
Senior Portfolio Manager
tel: (206) 343-2766
toll free: (800) 426-7837
fax: (206) 628-4425
Professional Details
- 1992 - present: Morgan Stanley*
Vice President
Financial Planning Specialist
Portfolio Manager
Seattle, WA - 1988 - 1992: First Interstate Bank
Investment Specialist
Seattle, WA - BA - Business Administration, 1987
Pacific Lutheran University
Tacoma, WA - Handles fixed income research, investment strategy and portfolio construction with extensive experience in both new offerings and secondary fixed income markets. Has managed customized portfolios for institutions and high net worth individuals.
- Series 7 - General Securities Representative
Series 63 - Uniform Securities Agent State Law Exam
Series 65 - Uniform Investment Adviser Law Exam
Brian D. Chase
is licensed in the following state(s):
AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, KY, MA, MD, MI, MN, MO, MS, MT, NC, NH, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA
Russell Schmidtke
Associate Vice President
Financial Advisor
Financial Planning Specialist
Financial Advisor
Financial Planning Specialist
tel: (206) 628-4877
toll free: (800) 426-7837
fax: (206) 628-4409
Professional Details
- 2001 - present: Morgan Stanley*
Associate Vice President
Financial Advisor
Financial Planning Specialist
Seattle, WA - BA - Political Science, 1986
University of Washington
Seattle, WA - Focuses on client relationship management, financial planning, cash flow management programs, asset allocation strategies and mutual fund research.
- Series 7 - General Securities Representative
Series 63 - Uniform Securities Agent State Law Exam
Series 65 - Uniform Investment Adviser Law Exam
Russell Schmidtke
is licensed in the following state(s):
AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, KY, MA, MD, MI, MN, MO, MS, MT, NC, NH, NM, NV, NY, OH, OR, PA, SC, TN, TX, WA
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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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.
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