OUR MISSION STATEMENT
We don’t start with your wealth and build a plan for your life. We start with your life and build a plan for your wealth.
We don’t start with your wealth and build a plan for your life. We start with your life and build a plan for your wealth.
Successful investing in today’s complex financial markets requires making sense of the big picture.
Yes, the investment industry is gradually moving toward greater automation, with lower costs and greater transparency, but good financial advice is more valuable than it has ever been. It’s our job to understand the complexities of investing in today's unpredictable global environment and to help align your needs and goals with the right investment opportunities.
It’s also our job to help you maintain a long term perspective amid financial market noise. We keep you on track through thick and thin, we point out dangerous behavioral pitfalls, and we help you maintain a sense of perspective and purpose for your portfolio.
We are the Vatalè Group at Morgan Stanley, a team of veteran Financial Advisors managing investments for business owners, individuals, and families. We maintain a select clientele in order to offer a robust set of wealth management services that are highly personalized and designed to help you reach your financial goals.
The Vatalè Group name is inspired by the Latin word vitalis, which means “vital” or “life giving.” Our mission is to help support your most important financial goals. We strive to align behaviors and decisions with core values through every client interaction: clarity, honesty and integrity, respect, stewardship, and attention to detail.
We have worked for decades with business owners, innovators, and entrepreneurs. We understand the tremendous focus it takes to be successful. We know you rely on smart, trusted professionals to help you make decisions better, faster, and with more clarity about end results. We understand it’s crucial for us to deliver “high value for time” in every interaction. Our group is fortunate to include an Executive Financial Services Director, Steven Hoke, who helps us provide sophisticated solutions to the unique challenges faced by corporate executives.
Individuals and Families
We also understand the needs of individuals and families across generations. That means taking the time to get to know you—your aspirations and goals, as well as the financial concerns that keep you up at night. We ask you the right questions and then listen carefully to your answers. No matter what unique needs you have, we can help create a fitting solution.
Working with Your Other Advisors
We also pride ourselves on working seamlessly with your accountants, attorneys, and other advisors. We draw on our experience working with high-net-worth clients to provide perspective and help solve unusual or unique problems. Some of the areas where we collaborate with outside advisors include minimizing tax obligations, ensuring portfolio alignment with estate plans, and providing key investment advice during times of transition.
Our professional investment credentials demonstrate a deep level of knowledge, a commitment to best practices, and the ability to coordinate efforts among other professionals, such as our clients’ attorneys and CPAs.
CFP (Certified Financial Planner™). Financial advisors achieve the CFP certification mark after undergoing a rigorous accreditation process. It requires CFP professionals to act in their clients’ best interests, using in-depth knowledge of issues such as the financial planning process, tax planning, retirement planning, and estate planning. (Amy Allen, Steven Hoke, and Risha Schildkraut)
CFA (Chartered Financial Analyst). The Chartered Financial Analyst (CFA) credential is considered the most respected global investment management designation, recognizing investment professionals with real-world analytical skills, technical competence, and the highest professional standards. (Rod Greenshields)
Portfolio Manager. This Morgan Stanley designation is bestowed upon a qualified group of financial advisors who can offer portfolio management services directly to their clients. (Steven Hoke, Natalie Tambur Thompson, and Rod Greenshields)
Executive Financial Services Director. This Morgan Stanley designation is bestowed upon qualified financial advisors who are capable of delivering the firm’s wealth management services to corporate executives and holders of concentrated positions. (Steven Hoke)
M.B.A. This degree connotes advanced knowledge in foundational business practices, such as accounting, finance, marketing, and management. (Steven Hoke)
The Planning Process
Comprehensive, thoughtful planning—that reflects where you are as well as where you want to go—is the most important step in reaching your goals. We work with you to explore and define your objectives and needs, and then structure a wealth plan uniquely your own. We integrate your investment portfolio and other assets with your tax and estate planning, cash flow planning, and spending needs.
With our financial planning process, we aim to create a strategy that
• Is consistent with your individual, business, or family goals
• Balances investment risks and rewards according to your needs
• Preserves liquidity for unexpected events
• Reflects investment opportunities based on your best interests
Only qualified advisors at Morgan Stanley can offer portfolio management services directly to clients. We deliver that to ours. While many advisors fully delegate that responsibility to third-party portfolio managers, we create customized portfolios based on enduring principles. We keep it simple:
• We prefer equities of quality businesses and fixed income of credit-worthy
borrowers. We focus on sound investing instead of market speculation. Whether
it's us or select money managers we use, we like owning stocks and bonds.
• We periodically seek out non-traditional, alternative investments for clients. In this
area we prefer opportunities to profit from either an illiquidity premium or someone
"getting their hands dirty" and fixing a broken enterprise.
• As discretionary asset managers, we put your interests above our own.
Steven P. Hoke, CFP®
Senior Vice President
Senior Portfolio Manager
Family Wealth Director
Executive Financial Services Director
Steve is a founding member and the executive lead of the Vatalè Group at Morgan Stanley. In this role, Steve is responsible for the strategic leadership and day-to-day management of the Vatalè Group. He is also accountable for portfolio management of the team’s discretionary equity and fixed income portfolios.
As a Certified Financial Planner™ (CFP®), Steve possesses in-depth knowledge of the entire financial planning process. A Senior Portfolio Manager, Steve tailors portfolios to fit his clients’ needs. And, as an Executive Financial Services Director, he has earned the credentials to offer wealth management services to corporate executives and holders of concentrated positions.
Steve began his career with Mercer Advisors, a Registered Investment Advisor firm in California, where he developed foundational skills in financial planning. Later on, he worked for Lehman Brothers in New York and San Francisco where he was afforded a one-of-a-kind education in global capital markets. Steve joined Morgan Stanley in 2009. Before relocating to Seattle in 2014 he served as branch manager of the Chico, California office.
Steve graduated from Westmont College in Santa Barbara, California with a B.A. in Economics. He earned an M.B.A. from the Foster School of Business at the University of Washington.
Steve and his wife, Susanna, have three children. They both enjoy tennis, travel, and serving their community through various non-profit organizations.
BM/Supervisor; Securities Agent: AK, AZ, CA, CO, DC, FL, GA, HI, ID, MA, MN, MT, NC, NM, NV, NY, OH, OR, PA, SC, TX, VA, VT, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
CA License#: OE90915
Amy Y. Allen, CFP® CRPS®
First Vice President
Sr. Investment Management Consultant
After two decades successfully building her own financial advisor practice at the firm, Amy joined the Vatalè Group at Morgan Stanley in 2017 with the goal of expanding the capabilities she offers her clients. Her primary focus remains advising clients on their financial affairs through all seasons in the markets and in their personal lives. As a caring and skilled practitioner, she has earned the respect and trust of her clients by standing by them through thick and thin.
Before Amy began her career as a financial advisor, she was a successful entrepreneur and a U.S. Department of Defense contractor in Washington State for nine years. She understands the hopes and dreams of running a business, as well as the challenges that come with it. It’s not surprising that she has a natural affinity for entrepreneurs and business owners.
A lifelong learner, Amy has earned the Certified Financial Planner™ (CFP®) designation, which gives her an in-depth knowledge of the entire financial planning process. She graduated with a B.A. in English Literature and Language from Whitworth University in Spokane, WA. She was also honored as a Japan Airlines Merit Scholar while studying abroad at Sophia University in Tokyo, Japan.
Born in British Hong Kong, she is attuned to both Asian and Western cultures, and is fluent in English, Cantonese, and Mandarin. Amy continues to influence and impact both cultures through her passion for mentoring visiting scholars and graduate students from China in both their financial and their personal lives.
Securities Agent: AK, AZ, CA, CO, FL, GA, HI, IA, ID, MN, MT, NM, NY, OH, OR, PA, SC, TX, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
Natalie Tambur Thompson, CPWA®
As a founding member of the Vatalè Group at Morgan Stanley, Natalie focuses on long-term wealth management for individuals and their families. She heads the group’s financial planning capabilities, providing leadership on specialized client planning cases in addition to her daily work with clients.
With Morgan Stanley she has worked in both the El Paso, Texas and Seattle branches and has strong ties to both areas of the country. Natalie graduated with a B.S. from the University of Texas at Dallas and began her career with Morgan Stanley in 1998.
Natalie and her husband, Trent, have two young children. When they’re not hiking along a beautiful Northwest trail you might find them kayaking in one of the many local waterways. In rare moments alone, she loves to knit and read novels.
Securities Agent: AK, AZ, CA, CO, FL, GA, HI, ID, MA, MN, MT, NC, NM, NY, OH, OR, PA, SC, TX, VA, VT, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
Rod S. Greenshields, CFA
As a founding member of the Vatalè Group at Morgan Stanley, Rod leads the asset allocation and investment manager research efforts for the group’s global allocation portfolios. In addition to his work developing financial planning and investment strategies for clients, he also oversees the team’s portfolio trading.
A 16-year veteran of Russell Investments, Rod was a consulting director in Russell’s private client services division. In this role, he counseled financial advisors and investors across the country on global investment markets, financial planning, and portfolio construction. An accomplished public speaker, he was a frequently requested presenter at client and industry conferences.
Rod began his career with KeyBank, working in both the commercial banking and corporate trust divisions. He graduated magna cum laude from the University of Puget Sound with a B.A. in Economics and a minor in Mathematics. He is also a CFA charterholder and a member of the CFA Society Seattle. The Chartered Financial Analyst (CFA) designation is recognized as the highest set of credentials in the global investment management industry.
Rod and his wife, Angela, live in Seattle with a dog, a cat, and a flock of trendy urban chickens. In his free time he enjoys backpacking, reading sci-fi/fantasy books, and playing the acoustic guitar.
Securities Agent: AK, AZ, CA, CO, FL, GA, HI, ID, MN, MT, NC, NJ, NM, NY, OH, OR, PA, SC, TX, VA, VT, WA; General Securities Representative; Investment Advisor Representative
Risha M. Schildkraut, CFP®
Financial Planning Specialist
Risha uses her financial planning background to help clients of the Vatalè Group at Morgan Stanley reach the important milestones in their lives. She is a Certified Financial Planner™ (CFP®), which helps her deliver comprehensive recommendations for education funding, employer stock benefits, retirement planning, and estate planning objectives. Risha believes that a multi-generational planning approach allows her clients to better steward their wealth and resources to create a lasting legacy.
Risha began her career at RBC Wealth Management serving clients in both the Private Wealth Management and Institutional 401(k) divisions. She joined Morgan Stanley in 2014, drawn by the firm’s dedication to industry leading client capabilities.
Born and raised in Seattle, Risha returned home after graduating from the University of Oregon with a B.A. in business administration and an emphasis in finance. She resides in Phinney Ridge and is actively involved as a high school volleyball coach. She also serves as an advisory board member for the Academy of Finance in the Seattle Public Schools which teaches financial literacy to high school students in the Seattle Area.
Securities Agent: AK, AZ, CA, CO, CT, FL, GA, HI, ID, KY, MD, MN, MO, MT, NC, ND, NE, NH, NM, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative
Jo-Ann M. A. Loo
Senior Registered Associate
Jo-Ann brings more than 35 years of financial services experience to the Vatalè Group at Morgan Stanley. Her role on the team is to develop world class client relationships and deliver the firm’s exclusive private banking capabilities to clients.
Jo-Ann began her financial services career with 10 years at the Bank of Hawaii, where she held various relationship roles including HR Staff Relations Supervisor. In 1992, she moved to Washington State and began the investment phase of her career with Dean Witter, later switching firms to join Smith Barney. At Smith Barney, she held many roles ranging from Assistant Operations Manager to Branch Administrator before eventually returning to direct client-facing roles.
Little did she know that her past would eventually catch up to her in a surprising manner. As a result of firm consolidations and her switching branches to join the Vatalè Group in 2017, she is now back in the same office where she began her investment career with Dean Witter in 1992.
During her spare time Jo-Ann enjoys spending time with her grandchildren—and watching them grow like weeds!
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