Bareq A. Peshtaz

Former Vice President, Wealth Management at Morgan Stanley Smith Barney Private Management LLC

Bareq A. Peshtaz

Bareq A. Peshtaz

Former Vice President, Wealth Management at Morgan Stanley Smith Barney Private Management LLC

Biography

Bareq A. Peshtaz
Vice President, Wealth Management
Financial Advisor.

Bareq grew up in Puyallup, WA. But, the tale of how he and his family made their way to the northwest, escaping from their home in Russian-occupied Kabul, Afghanistan, is a story of intrigue and courage that makes up the stuff of movies and novels. Although he left Afghanistan at the age of four, he remains fluent in his native language of Farsi, also known as Persian. Bareq now makes his home in the Seattle neighborhood Laurelhurst with his family.

Bareq graduated from the UW with a degree in Cell and Molecular Biology with the intention of going to dental school. But, deep in his heart, he knew that what he was really interested in was being an entrepreneur and instead joined TR International, a privately-held global chemical distribution company. Over the course of the next seven years Bareq assisted with the development a portfolio that helped to establish TRI as Top 100 Chemical Distributor in the US. During that time he also decided to invest in Desert Sun as a multi-operator franchisee. This venture led him to join Desert Sun as their VP of Franchise Sales & Development and during his four-year tenure grew the company from 35 to 107 franchises in Washington, Oregon, and California – helping earn Desert Sun national rankings as a Fortune Magazine Top 500 Franchise three separate years.

After positioning Desert Sun as one of the leading franchises in its peer group, Bareq joined Bernstein Global Wealth Management as a VP and Financial Advisor. He credits that move to a love of working directly with people to help them navigate one of the most important facets of their lives. At Bernstein Bareq built a practice advising high net worth individuals and families, providing investment management and comprehensive financial advisory services to his clients. Bareq was not only a trusted advisor to his clients, but also a steady friend. Building on the asset management advice he was able to offer clients at Bernstein, Bareq joined Morgan Stanley Wealth Management in 2013 to become a more holistic Financial Advisor that not only helps provide asset management services, but also solutions across a client’s entire balance sheet and risk profile.

Bareq’s hobbies include mountaineering, triathlons, skiing and tennis. He is a seasoned world traveler who prefers backpacking as his mode of travel and his travels for work and pleasure have led him to every continent except Australia and Antarctica. He has focused his service to the community as a member of the boards of Childhaven, Associates in Cultural Exchange as a Rotarian at Seattle #4.

Overview
RelSci Relationships

259

Number of Boards

2

Relationships
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Chief Accounting Officer, Senior Vice President & Controller at Expedia Group, Inc.

Relationship likelihood: Strong

Founder at Amicus Law Group

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Board Member at Childhaven - Washington

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Member, Board of Trustees at Childhaven - Washington

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Senior Vice President & General Counsel at TerraPower LLC

Relationship likelihood: Strong

Member, Board of Directors at Childhaven - Washington

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Trustee at Childhaven - Washington

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Trustee at Childhaven - Washington

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Member, Board of Directors at Childhaven - Washington

Relationship likelihood: Strong

Trustee at Childhaven - Washington

Relationship likelihood: Strong

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Bareq A. Peshtaz
Former Vice President, Wealth Management at Morgan Stanley Smith Barney Private Management LLC
Career History
Vice President, Wealth Management
2013 - Prior

Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds.

Other Affiliations

Bareq A. Peshtaz is affiliated with Morgan Stanley Smith Barney Private Management LLC

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