The Lake Avenue Group at Morgan Stanley

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The Lake Avenue Group at Morgan Stanley

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NMLS #: 1282886, NMLS #: 1282399, NMLS #: 1285180,

10/30/2026

Each of us is unique. Together, we're the perfect box!
Wishing you a colorful Halloween filled with sweet treats, creative costumes and no dull moments—from The Lake Avenue Group!

10/23/2026

In honor of Breast Cancer Awareness Month, our Lake Avenue Group team wore pink to recognize the resilience of survivors, the care teams who support them, and the loved ones who stand beside them.

If you've been impacted by breast cancer in any way, we're sending support your way.

10/09/2026

It's the 16th annual Service Professional Recognition Week at Morgan Stanley! We're thrilled to honor the dedication and excellence of our incredible Service Professionals.

Michael Shelley has been with our team since January 2022 is responsible for a wide range of services for clients including providing technology assistance, fielding client inquiries, and overseeing important administrative duties.

Kseniya Tsipis has been with our team since May 2023 and serves as a key contact for our clients as part of our client service team. With 16 years supporting clients in the financial industry, Kseniya's significant experience is invaluable to our team.

Ben Tisherman is the newest addition to our team and takes a detail-oriented and response approach to service, seeking to help create an organized and efficient experience for both the team and clients.

Kseniya, Michael, and Ben all play a pivotal role, delivering an unparalleled service experience for our clients. We are celebrating their significant achievements and the immense value they bring to our team.

10/08/2026

Our team is excited to welcome Ben Tisherman, a Client Service Associate who has joined our team as of September 1st!

Ben graduated from Chapman University with a Bachelor of Business Administration in June of 2024. Ben will serve as an additional point of contact for our clients and will support the delivery of our team's service. We are thrilled to add Ben to our client service team!
https://advisor.morganstanley.com/the-lake-avenue-group

10/02/2026

The Lake Avenue Group is pleased to share our upcoming quarterly market update featuring our own keynote speaker, Darius Raulinaitis, Portfolio Management Director and Financial Advisor.

This quarter's discussion topics include:
- The market's shift form momentum to broader participation
- AI's transition from buildout story to business-model story
- Real rates and term premiums reshaping the backdrop
- Earnings quality as the next layer of the equity debate
- A fragile consumer beneath resilient headline growth
- Diversification in a market with wider dispersion and rotation

We are looking forward to hosting this discussion and we invite you to register through the link below!

Date: Tuesday, October 6th
Time: 10:00 am PST / 1:00 pm ET

Register to attend our discussion on the markets via Zoom by clicking here: https://morganstanley.zoom.us/meeting/register/Nw6UbZtMQImJ0kyHj9QYIQ #/registration

CRC 5944787 09/2026

09/22/2026

It's the first day of Autumn today! This is the official checkpoint that marks the end of summer and the start of the year-end planning push. Read the article below to learn the tax-smart money moves you can make this fall to set yourself up for success next year and beyond. Find tips on investing, taxes, charitable giving and more.

morganstanley.com

09/11/2026

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so many more who lost their lives and were impacted 25 years ago.

09/04/2026

Labor Day is typically the moment the calendar starts to feel real again.

Not because anything dramatic changes overnight, but because routines return — school schedules, travel slows down, and the "we'll deal with it later" list starts asking for attention.

But for this long weekend, enjoy a well-deserved day to enjoy the waning summer weather with good company and something delicious on the grill! If you are interested in planning ahead for the end of the year after the holiday, please feel welcome to visit our website and contact our team: https://advisor.morganstanley.com/the-lake-avenue-group

Wishing all a lovely holiday weekend!

08/14/2026

It was great to be at the Morgan Stanley AIM Where Annuities, Insurance and Modern Wealth Intersect conference with Cutcliff, CFP®, CPWA®, CDFA®, and to connect with Morgan Stanley Wealth Management Insurance Leadership Joe Toledano and Carmine Mazzeo, to learn about valuable insurance solutions that help clients achieve their goals.

05/28/2026

Honored to have our very own Laura Raulinaitis representing The Lake Avenue Group at Morgan Stanley on the panel at the 2026 Annual Forum for the Portfolio Management Institute.

A great discussion on portfolio construction, risk management, and delivering outcomes that matter for clients.

Address

2829 Townsgate Road Suite 200
Westlake Village, CA
91362

Website

https://advisor.morganstanley.com/the-lake-avenue-group

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