The Palo Alto Group - Morgan Stanley Team - Palo Alto, CA
Morgan Stanley
The Palo Alto Group
at Morgan Stanley
Consulting Group
1400 Page Mill Road
Palo Alto, CA 94304
tel: (650) 856-4520
toll-free: (855) 838-3865 
fax: (650) 234-7053
Mark T. Curtis
Mark T. Curtis
Managing Director, Wealth Management
Wealth Advisor
Institutional Consulting Director
Corporate Client Group Director
Senior Portfolio Management Associate Director
Alternative Investments Director
Director, Wealth Management
tel: (650) 496-4220
toll-free: (800) 764-2727
fax: (650) 858-4803

View my profile on LinkedInFollow me on Twitter

Professional Details
  • 1981 - Present: Morgan Stanley* (& predessor firms)
  • MBA, UCLA
  • BA, Stanford University
Mark T. Curtis holds the following registrations:
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1261894

Karen McDonald
Karen McDonald
Managing Director, Wealth Management
Financial Advisor
Global Stock Plan Services Director
Executive Financial Services Director
Executive Benefits Director
Professional Details
  • Chair, Steering Committee for Morgan Stanley* Global Stock Plan Services
  • 1993 - Present:Morgan Stanley*
Karen McDonald holds the following registrations:
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1279598

Richard Catipon
Business Development Associate
tel: 650-856-4520
fax: 650-234-7053



Professional Details
  • Joined Morgan Stanley Wealth Manangement in 2012 and joined The Palo Alto Group in 2016
  • B.A., Economics, Chico State University
  • Series 7, 66 licensed

Brian Penzel
First Vice President
tel: 650-4964276
fax: 650 206-5332




Alex Curtis
Business Development Associate
tel: 650-496-3984




Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material 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 do not necessarily reflect those of Morgan Stanley.
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
Not all products and services are available to clients outside of the United States.
Awards Disclosures
pp:7972 mp: 2796