Alex Oberle

Early in my life, I developed a habit of working hard to accomplish my goals. Like most kids growing up, I had the dream of playing professional baseball. While I did not reach my dream, I was fortunate to earn a Division I baseball scholarship to attend South Dakota State University. Before going to South Dakota State, I worked part-time at In-N-Out Burger, attended school full-time at a local Junior College, and practiced baseball for 3-4 hours a day. Needless to say, this intense schedule helped me develop the traits needed to manage my business in today's fast-paced environment. 

After completing my MBA in 2012, I joined Morgan Stanley's Menlo Park office. I've spent my entire career focused on helping successful Silicon Valley executives and entrepreneurs with their wealth management needs. Most of the wealth in the valley is generated from equity compensation, and my focus is helping these clients understand how to incorporate their equity into their financial plan. My goal is to develop long-lasting, personal relationships with a select group of families, and help them implement effective investment strategies to navigate the capital markets, focus on tax-efficient investing, and create customized solutions to accomplish my client’s financial objectives. What differentiates me and our team is our knowledge around equity compensation for public and private employees and our laser focus on providing an excellent client experience.

Our team, Cornerstone Group Silicon Valley at Morgan Stanley uses a collaborative approach that allows us to best serve our client's needs. We have four financial advisors and five administrative associates. Read Less