Evan Rosenberg Email & Phone Number

Evan provides comprehensive wealth management advice to entrepreneurs, executives, venture and private equity investors, and families. As a partner on one of the fastest growing teams at Morgan Stanley Private Wealth Management, Evan works directly with clients to address long term planning and investment management objectives, and to mitigate daily financial complexity.A wealth creating event can be one of the most important events in your financial life. Preparing for an IPO, acquisition or fund distribution is a critical step along one’s financial journey. We advise clients through this process, which includes establishing wealth objectives, introducing and coordinating with legal and tax advisors, creating hedging or 10b5-1 selling plans for concentrated stock holdings, providing lending solutions, and addressing the full range of insurance needs.Evan started his career over 12 years ago with Morgan Stanley. Prior to joining The 173 Group, he managed a $2bln lending book in the San Francisco Bay Area as a Private Banker. In this role, he was responsible for structuring and advising on complex lending transactions such as residential and commercial mortgages, lines of credit, lending on aircraft and fine art, unsecured, and capital call subscription financing. Evan Rosenberg, Vice PresidentPrivate Wealth AdvisorMorgan Stanley Private Wealth Management2725 Sand Hill Road, Suite 100 | Menlo Park, CA 94025Phone: +1 650 234-5520 | Work Mobile: +1 650 463-6886Evan.Rosenberg@morganstanleypwm.comNMLS # 1062794 CA Insurance Lic. #4125243