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Optimizing just how wealth is used, is also part of the process. Providing strategies for wealth enhancement, wealth protection, wealth transfer and charitable giving are all part of the process.
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For Pam and The Vine Brook Group, wealth management means more than just investments. Pam has always been dedicated to providing clients and their families with comprehensive wealth management and financial planning. Inspired by those early experiences, she focuses her practice on helping women in transition due to death of a spouse, divorce, or retirement. Pam, began her career in the late 1980’s, when most clients and advisors were men. Pam Lasher a Certified Financial Planner ® and a Certified Divorce Financial Analyst™, brings over 30 years of experience in the financial services industry to her role as a financial advisor and chief planning strategist at The Vine Brook Group.
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The father of three grown children, Jordan enjoys music, supporting the local pro sports teams and boating with his wife Donna. Jordan is an Economist by training with a Bachelor’s degree from The University of Massachusetts at Amherst. His weekend “team” may be found performing at several venues in the Metro West area. Outside of his work at Morgan Stanley, Jordan plays the drums in the cover band, Class Action. As a result of this ongoing commitment to better serving the needs his clients, Jordan has earned Morgan Stanley’s Family Wealth Advisor (FWA) designation.Ī Senior Portfolio Management Director and Senior Investment Management Consultant, Jordan’s primary role for The Vine Brook Group team is the construction, oversight and ongoing management of investment portfolios. Throughout his career, Jordan has demonstrated his ability to work closely with families to understand their circumstances, not just their finances to comprehend not just their individual and collective goals, but also how these may impact one another and to create investment portfolios that reflect a family’s risk budget. During this time, Jordan has guided clients through several, distinct market cycles and historic downturns (in 2000, 20.) Jordan’s investment philosophy, and that of the Vine Brook, is informed by this experience and is based on four pillars: that investment management is the management of risk and not the management of returns that market timing is meaningless that it’s never “different this time ” and, that taking a contrarian position has the potential to enhance your success as an investor. Jordan King, co-founding partner, chief investment officer and operating director of the Vine Brook Group at Morgan Stanley, has been in the investment management business for over 27 years. Our most important goal: to help you achieve your objectives, providing guidance that helps your wealth do more for you. As our relationship evolves, we hope you will come to regard us as a valued resource and professionals who can help you make a more informed decision on any financial issue. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long term goals.Īs Financial Advisors, we are committed to building a relationship of trust in which we can work closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you.
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It means helping you understand and respond effectively to these forces. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. Managing wealth involves far more than managing an investment portfolio. Given that there is so much at stake, we want to be sure we can always put our best foot forward when it comes to delivering world class ideas and service to help our clients meet their goals and fulfill their dreams.
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At the Vine Brook Group, we are a seasoned team of wealth management professionals who have come together because we recognize that our whole is much more valuable than the sum of our parts.