Andy Chase Email & Phone Number

Andy is the Managing Director of the Chase Group, a wealth management practice of Morgan Stanley founded in 1981. For over 30 years, Andy has managed one of the largest high net worth practices at Morgan Stanley Private Wealth Management. In 1999, he also served as the President of SSB Ventures. In this role, he oversaw venture investing for for Citigroup and Travelers. He also served on Citigroup's and Traveler's private equity committee.Andy has been recognized by Barron’s magazine’s annual ranking of America’s Top Financial Advisors for eleven years running, from 2010 to 2020. He was also acknowledged by Forbes magazine from 2016 to 2020 as one of America’s Top Wealth Advisors. In both 2016 and 2017, Andy received the #1 ranking by Barron’s magazine as the nation’s top financial advisor.As part of the financial planning process he strives to meet two major needs of every investor; cash flow and risk-adjusted return. Each asset allocation is tailored to fit a client’s individual risk and return profile, and completed with a blend of actively-managed strategies. Allocations are global in nature and include assets that range from cash, equities, fixed income, hedge funds, private equity and commodities.Areas of Focus: Cash Management, Trust & Lending Solutions, Institutional Services, Endowments & Foundations

Listed skills include Wealth Management.

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  Managing Director, Private Wealth Advisor

  Morgan Stanley

  Nov 1981 - Present

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  Stanford University

  Economics