Andrew Basch Email & Phone Number

Drawing on extensive prior experience in wealth planning and investment banking, Andrew Basch focuses primarily on the complex personal financial challenges faced by senior executives. He has worked on numerous public and private transactions, assisting executives seeking to increase value for their personal stock holdings, aiming to incorporate those holdings into a comprehensive personal financial strategy. Andrew is a part of a select group with the designation of Private Wealth Advisor at Morgan Stanley Private Wealth Management. He also serves as Corporate Client Group Director for control and restricted stock transactions.Andrew began his career with Dean Witter in 1979 as an Assistant Manager and First Vice President of Investments. He was successful in bringing Investment Banking relationships to the firm, and was a member of the eight-person team that set policy between retail brokers and Investment Banking. In 1990, Andrew became a Partner at Oppenheimer & Co., where he and Howard Blitz formed the Corporate Executive Services Group to handle the firm’s Investment Banking clients. Andrew and his lovely wife Karleen are involved in many civic and charitable organizations around Los Angeles. He served as Non Corporate Trustee for Semester At Sea and sits on the Advisory Board of UCLA’s Department of Psychology. A member of the Brentwood Country Club, he resides in Los Angeles.Awards:2018 - 2024 Forbes Best-In-State Wealth Advisors*Source: Forbes.com (Awarded 2018 - 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.2014 - 2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)*Source: Barrons.com (Awarded 2014 - 2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.2013 - 2020 Financial Times 400 Top Financial Advisors*Source: ft.com. Data compiled by the Financial Times based the following time periods:Awarded 2020; data 6/30/16 - 6/30/19Awarded 2019; data 6/30/15 - 6/30/18Awarded 2018; data 6/30/15 - 6/30/17Awarded 2017; data 9/30/14 - 9/30/16Awarded 2016; data 9/30/13 - 9/30/15Awarded 2015; data 9/30/13 - 9/30/14Awarded 2014; data 9/30/12 - 9/30/13Awarded 2013; data as of 12/31/12