Steve Alley

Alley Investment Management Co. LLC (dba Alley Co.) is a registered investment advisor headquartered in Lake Forest, Illinois. The firm was founded by Steven J. Alley in 1998. In 2021, they became a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Alley Co. manages proprietary stock and bond portfolios and provides asset allocation advice for a limited number of select clients.

Alley Co. LLC is an individual wealth management firm and registered investment advisor headquartered in Lake Forest, Illinois. The firm was founded by Steve Alley in 1998. Alley Co. provides investment services primarily to high-net worth individuals that encompass business executives, entrepreneurs, retirees, and investors with large families. They also specialize in managing investments for institutions, foundations, and family offices.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.