Being Financial Advisors is all about building relationships with clients. By learning more about you and your needs, we are able to offer more personalized advice and service. Please read below to learn more about us.
Alan Lubner
Alan Lubner entered the financial services industry in 1983 as a trader on the Johannesburg Stock Exchange. Alan is a graduate of the University of Witwatersrand, South Africa, with a Bachelor of Commerce degree and earned the designation of Certified Investment Management AnalystSM from The Wharton School of Business. He obtained his Certified Financial Planning designation from the College of Financial Planning, Denver, in 1990.
Alan is a member of Smith Barney’s Director’s Council and has been designated Citi Family Office Senior Advisor a title obtained by a very limited number of Morgan Stanley Smith Barney Financial Advisors.
In 1999, Alan founded The Lubner Group at Morgan Stanley Smith Barney, with the addition of the first of two colleagues. Together with Alan’s international perspective we believe The Lubner Group is well positioned to address the global financial needs of multigenerational high net worth families. They have extensive experience working with senior Corporate Officers and Directors of Fortune 500 companies to help them meet their unique needs. Alan is an active member of Morgan Stanley Smith Barney’s Association of Professional Investment Consultants. Alan is the lead Portfolio Manager of a discretionary, multi-cap growth strategy portfolio for selected clients. The team is supported by four associates and two staff members; enabling them to provide a high level of service for each client family. The team is based in Bellevue - on the shores of Lake Washington, east of Seattle - in Microsoft’s backyard.
Alan and his family support various community projects throughout the year. He enjoys competitive sailing, water-skiing, snowboarding and other activities with his family. Alan and his wife Andrea make their home on Mercer Island, Washington, with their twin sons Rory and Lee.
Joseph M. Allen
Joseph Allen joined the Lubner Group at Morgan Stanley Smith Barney in May 2007 and currently partners with Alan in focusing on helping successful individuals, high net worth families, business owners, and foundations grow and retain their wealth. Joseph is a Financial Advisor and Financial Planning Associate with 11 years of experience within the financial services industry. He has grown his career and knowledge of the industry after working with 3 major, award-winning firms. Joseph helps bring a perspective on global investing as he has spent time in London, England and other parts of the UK, successfully helping to develop business for Charles Schwab International.
Joseph began his professional career with Charles Schwab in San Francisco, CA upon being accepted into the firm’s WINGS program, a management training program. During his nine years with Schwab, Joseph experienced success with several business entities within the firm, including Schwab Institutional, Schwab International in London, England, and the Consumer Products groups.
Joseph graduated from the University of Pennsylvania in May 1997 with a Bachelor of Arts degree in History and Sociology of Science. He currently holds the Financial Planning Associate designation, the NYSE/NASD Series 7, the Uniform Combined State Law Series 66, the Managed Futures Series 31 licenses, and Life and Disability Insurance Licenses.
Originally from the Philadelphia, PA area, Joseph and his wife Lisa currently reside in Renton, WA with their son, Lake, and daughter, Marin. He is a sports enthusiast, as he is a former collegiate football player and wrestler, and loves spending time with his family and friends.
Gagan Oberoi
Gagan Oberoi joined the Lubner group in May 2008 as a Registered Associate.
She started her career in the financial services industry with GE Capital as product trainer on Insurance and Annuity products.
In 2003, Gagan joined Morgan Stanley Smith Barney in San Francisco CA, working with one of the top Financial Advisors in the branch. In 2005 she moved to Seattle with Morgan Stanley Smith Barney, working as a Registered Associate for one of the largest teams in the area, focusing on wealth management for high net worth and ultra-high new worth clients.
Gagan has a Masters degree in International Management from University of Exeter, U.K. She is originally from New Delhi, India and currently resides with her husband, Herain and son Nihaal in Kirkland, WA. Gagan enjoys hiking, traveling, theatre and shopping.
Danielle Ball
Danielle Ball joined the Lubner Group at Morgan Stanley Smith Barney in October 2007.
She started her career in the financial services industry in 1997 at Safeco Life Insurance Company where she worked with agents in a sales support role providing assistance with life, annuities and mutual fund products. In 1999 she was introduced to the stock brokerage industry as a Sales Assistant at Piper Jaffray. In 2000 she made the move over to Morgan Stanley Smith Barney with one of the branch’s top financial advisors.
Danielle is a native from Edmonds, Washington. She and her husband David currently reside in Bothell with their daughter, Noelle, son, Luke and Rat Terrier, Otto. Her favorite activities include, skiing, mountain biking, going to the beach and shopping.
Chris Hodges
Chris joined The Lubner Group at Morgan Stanley Smith Barney in June of 2007 and assists in technical and research analysis of money managers in traditional and non-traditional markets. He is an 08 graduate of the Albers School of Business and Economics at Seattle University. While at Seattle U he was president of the Albers Investment Club his Junior and Senior year.
Balancing school, work and soccer, Chris is Captain of the nationally prominent Seattle U. Men’s Soccer team. In 2004, he was part of the NCAA Division II National Championship team. In 2006, he helped lead the Redhawks to the national quarterfinals.
As a native from Redmond, Washington, Chris enjoys everything that the beautiful Northwest has to offer. His favorite activities include soccer, rock climbing, exploring new territory, and trying new foods.
