Alissa Hersch

Background

About Alissa Hersch

Alissa Hersch is a Financial Advisor with the Pike Place Partners at Morgan Stanley. She and her team focus on providing wealth management solutions to technology executives in the Greater Seattle Area. Together with their network of professionals, the Pike Place Partners help affluent clients address their four biggest concerns: preserving their wealth, tax management strategies, taking care of their heirs, and charitable giving. The Pike Place Partners have developed and refined a consultative process, with a commitment to helping them gain a detailed understanding of their clients’ most important values and goals. They then employ customized solutions designed to help address each client’s unique needs and goals beyond simply providing advice on their investments. Successful individuals and families work with Alissa and her team to- Develop and implement a comprehensive wealth management plan to help them reach their financial goals- Make informed decisions in today’s uncertain political, economic and social environment- Obtain an independent second opinion from an experienced financial advisor in their community. Alissa has received the designations of Portfolio Management Director, Family Wealth Advisor and Financial Planning Specialist and has completed training with The US SIF Foundation through their "Fundamentals of Sustainable & Responsible Investing" course. Coupling her passion for helping others and promoting women, Alissa has been an active member of the Washington Women’s Foundation since 2010. Alissa is a Seattle native and former Junior Olympic downhill ski racer. She is still an avid skier and has a passion for travel. With her husband, Matt, and children Blakely and Beckham, she enjoys the Pacific Northwest while skiing, biking, hiking and golfing.