Andy Chase
Andy Chase is the Managing Director and Private Wealth Advisor of The Chase Group, a wealth management practice of Morgan Stanley. For over 30 years, Andy has consistently ranked as one of the top brokers for Morgan Stanley and has managed one of the largest high net worth practices within the firm. He manages assets in excess of $25 billion dollars and provides exceptional custom care, insightful investment advice, and customized wealth management solutions to an extraordinary clientele of highly accomplished executives, entrepreneurs, venture capitalists, and others. In addition to his corporate responsibilities, Andy remains active with his alma mater's fundraising initiatives and has continued to make an impact on today's youth through his consistent involvement.
Andy Chase Professional Experience / Academic History
Professional Experience
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Managing Director and Private Wealth Advisor
Academic History
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B.A., Economics
EARLY CAREER
Chase started his wealth management practice with Smith Barney, when the area was just emerging as a leading technology and venture capital hub.
From 1981 to 2009, he and his team grew to become the largest private wealth practice at Citigroup Smith Barney, prior to merging with Morgan Stanley Private Wealth Management.
He was the firm's youngest Managing Director and served as the President of SSB Ventures, where he oversaw venture investing for Citigroup and Travelers.
He also served on the firm’s private equity committees responsible for investing and allocating multi-billion dollar private equity portfolios across all asset classes.
RECOGNITIONS
Barron's Top 1200 Financial Advisors, 2010—2024
Barron's Top 1000 Financial Advisors, 2012—2013
Barron's Top Private Wealth Management Teams, 2019, 2022—2024
Barron's Top Financial Advisors, 2018—2024
Forbes America's Top Wealth Advisors, 2016—2024
Forbes America's Best-in-State Wealth Advisors, 2020—2024
COMMUNITY INVOLVEMENT
Member, Stanford Institute for Economic Policy Research
Member, Ronald McDonald House
Board Member, EPATT
MEDIA & PUBLICATIONS
Andy has been featured or quoted in Forbes, Barron's, The New York Times, CNBC, and Financial Times, among others.