Shawn Greseth, Financial Advisor at Morgan Stanley

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Shawn Greseth, Financial Advisor at Morgan Stanley

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CIMA®, Senior Vice President, Senior Portfolio Management Director, Alternative Investments Director

11/03/2026

Travel planning is starting to look less like "search" and more like a conversation. Agentic AI is pushing that shift by helping people compare options, coordinate details, and adjust plans as conditions change.

https://advisor.morganstanley.com/greseth-group

morganstanley.com

10/23/2026

Many institutional investors have long allocated to private equity. What factors should individual investors understand when evaluating the asset class?

Watch the latest episode of The Alts Report to hear how asset managers seek value creation, the trends attracting private capital, and the potential role of private equity in portfolio construction.

Brian Holzer, Head of Alternative Investments at Morgan Stanley Wealth Management, sits down with Viral Patel, CEO and Board Member of BXPE at Blackstone.

For more insights: https://livesocial.seismic.com/KtOou

10/20/2026

One of the most common planning challenges isn't deciding whether a goal is important.

It's deciding how to prepare for it.

Money needed in the near term may have different priorities than money intended for retirement or other long-term goals.

That's where understanding the difference between saving and investing becomes important.

I'm sharing a simple breakdown of where each approach may fit. https://livesocial.seismic.com/OX8Qf

10/16/2026

Healthcare is being reshaped in real time—and leadership decisions today will influence access, outcomes, and cost for years. One theme worth watching: how organizations balance innovation with operational discipline as the industry evolves.

https://advisor.morganstanley.com/greseth-group

morganstanley.com

09/28/2026

A concentrated stock position can happen for many reasons: building a company, inheriting shares or making a successful investment. But when one stock becomes a large part of your portfolio, it may also increase your overall risk. Watch this 30-second video to learn more and reach out if you'd like to discuss strategies designed around your goals. https://livesocial.seismic.com/5DL1j

09/24/2026

What could a strong stock market alongside higher yields mean for investors? Morgan Stanley outlines themes that may matter for planning.
https://livesocial.seismic.com/aIpj9h

09/21/2026

A market can be "everyday" and still be investable. The caffeine economy is a good example: familiar demand, evolving consumer behavior, and a supply chain that can surprise you.

https://advisor.morganstanley.com/greseth-group

morganstanley.com

09/18/2026

Does paying a higher interest rate to borrow privately, by itself, necessarily mean a company presents greater credit risk?

Watch the latest episode of The Alts Report to explore this common question, why companies may choose private financing, and how investors can think about private credit alongside traditional fixed income in a diversified portfolio.

The conversation features Brian Holzer, Head of Alternative Investments Distribution at Morgan Stanley Wealth Management, and Logan Nicholson, Senior Managing Director and member of the Direct Lending Investment Team at Blue Owl.

For more insights: https://livesocial.seismic.com/fTHL8

09/11/2026

Remembering September 11 is also remembering the everyday courage that showed up afterward—neighbors helping neighbors, and communities choosing unity over fear.

09/05/2026

We hope the weekend offers a chance to rest, reset, and appreciate the people whose work strengthens our communities every day. Wishing you and your loved ones a safe and enjoyable Labor Day weekend.

https://advisor.morganstanley.com/greseth-group

Address

445 East Lake Street Suite 320
Wayzata, MN
55391

Telephone

+19524754313

Website

https://advisor.morganstanley.com/shawn.greseth

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