Andy Chase

Top Wealth · rank 50 · Menlo Park, California · listed firm: Morgan Stanley Private Wealth Management

Logo asset (hotlink-protected, view at source): https://advisor.morganstanley.com/permanent-b0b701/assets/images/logo.85739d37.svg

Identity & firm

• Firm — Morgan Stanley Private Wealth Management (The Chase Group) (high)
  • “Andy Chase Managing Director, Private Wealth Management, Private Wealth Advisor” — firm_official
  • “"firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009"” — sec_finra_regulatory
• Parent company — Morgan Stanley (high)
  • “Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs,” — firm_official
• Firm type — wirehouse (high)
  • “"firmId": 149777, "firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "70103", "bdSECNumber": "68191"” — sec_finra_regulatory
• Team name — The Chase Group (high)
  • “Morgan Stanley Private Wealth Management # The Chase Group” — firm_official
• Team size — 14 (medium)
  • “Andy Chase ... Dan McCormick ... Beth Smith, CFP® ... Tres Evans ... Robert Vaughan ... Jill Maines ... Julian (Le) Lai ... Molly Galasso ... Michelle Chen ... Eric Lee ... Isha Huston ... Tom Judson, CFA ... Ali Yousuf ” — firm_official
  • “Today, he manages assets in excess of $20 billion dollars as of January 16, 2020 with his team of twelve experienced professionals who combine their talents to provide exceptional custom care, insightful investment advic” — firm_official
• CRD — 1023130 (high)
  • “"basicInformation": {"individualId": 1023130, "firstName": "ANDREW", "middleName": "LYON", "lastName": "CHASE", "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDate": "12/10/1981"}” — sec_finra_regulatory
• Years experience — 44 (high)
  • “"daysInIndustryCalculatedDate": "12/10/1981"” — sec_finra_regulatory
  • “Andy Chase started his wealth management practice with Smith Barney on Sand Hill Road, when the area was just emerging as a leading technology and venture capital hub. Starting in 1981 through 2009, Andy and his team gre” — firm_official
• Designations — — (medium)
  • “Securities Agent: IL, CT, MO, MD, CA, SC, MT, ME, RI, PR, OR, MS, LA, FL, AZ, TN, OH, KY, AK, VT, MN, WI, VA, OK, NY, NH, ND, NC, MI, SD, NV, NE, ID, GA, DE, CO, AR, VI, WA, UT, MA, KS, IN, IA, DC, AL, WY, NM, NJ, WV, TX” — firm_official
  • “Andy earned his B.A. in economics from Stanford University in 1981, where he was a member of three NCAA tennis championship teams.” — firm_official

Book of business

• Team AUM ($M) — 40400 (high)
  • “Team Assets (Custodied): $40.4B” — forbes_shook
• Account minimum ($M) — 10 (high)
  • “Minimum Account Size for New Business: $10M” — forbes_shook
• Typical client net worth ($M) — 135 (high)
  • “Typical Net Worth of Relationships: $20-250M” — forbes_shook
• Client niche — Silicon Valley tech founders, executives and venture capitalists around liquidity events (high)
  • “While we serve clients across the country, our practice is rooted in Silicon Valley. That gives us the opportunity to work with an exceptionally successful clientele of entrepreneurs and executives in the technology indu” — firm_official
• Custodians — gap: not_applicable
• Fee model — fee_plus_commission (medium)
  • “"firmName": "MORGAN STANLEY", "iaOnly": "N", ... "iaSECNumber": "70103", "iaSECNumberType": "801", "bdSECNumber": "68191"” — sec_finra_regulatory

Positioning & marketing

• Website url — https://advisor.morganstanley.com/the-chase-group (high)
  • “URL Source: https://advisor.morganstanley.com/the-chase-group” — firm_official
• Value proposition (verbatim) — Delivering the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues. (high)
  • “## Our Mission Statement

Delivering the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues.” — firm_official

• “Located on Sand Hill Road for over 40 years, our team works with an exceptional clientele of highly accomplished executives, entrepreneurs, venture capitalists and others who have succeeded in the world’s most competitiv” — firm_official
• Differentiators — 40+ years located on Sand Hill Road in the venture capital heart of Silicon Valley, Endowment-style investment approach spanning equities, real estate, commodities, hedge funds and private equity, Bottom-up value investing with long-term views, not diversification for its own sake, After-tax focus — 'what you keep is what counts' across taxes, fees, cash flows and growth, Engages founders at their first significant liquidity event and across generations (high)
  • “Our investment approach is similar to that of many world-renowned endowment portfolios. Our goal is to help you meet the two major needs you have as an investor: cash flow and consistent risk-adjusted return.” — firm_official
  • “We do not believe in diversification for diversification’s sake. Instead, we have a strong investment thesis and encourage our clients to take long-term views. As bottom-up value investors, we’re very conscious of the ma” — firm_official
• Content marketing — occasional (medium)
  • “Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.” — firm_official
  • “Ranked #1 on the Barron’s list of Top 100 Advisors, Andy Chase frequently appears in the national business media to share his thoughts on the financial markets. In these recent appearances on CNBC, Andy discusses his rat” — firm_official
• Has podcast — no (medium)
  • “Welcome About PWM Our Clients In the Press Investment Philosophy Morgan Stanley at Work Location” — firm_official
• Books published — 0 (medium)
  • “Andy earned his B.A. in economics from Stanford University in 1981, where he was a member of three NCAA tennis championship teams. He remains active with his alma mater’s fundraising initiatives, and is a member of the S” — firm_official
• Linkedin url — https://www.linkedin.com/in/andychase1/ (high)
  • “Visit Andy Chase on LinkedIn” — firm_official
• Social presence — linkedin_active (low)
  • “Contact Andy Chase via LinkedIn Link Opens in New Tab” — firm_official
• Press awards — Barron's Hall of Fame, 2019, Barron's America's Top Financial Advisors, 2010-2022 (#1 in 2016 and 2017), Barron's Top 100 Private Wealth Management Teams, 2022 (The Chase Group), Barron's Best-in-State Wealth Advisors, 2018-2022 (#3 California, 2022), Barron's feature interview: 'Luck + Hard Work = $40 Billion' (high)
  • “Barron's Hall of Fame in 2019” — firm_official
  • “• Barron's America's Top Financial Advisors, 2010 to 2022 (#1 ranking in 2016 and 2017)” — firm_official

Visual brand

• Has distinct logo — no (high)
  • “” — firm_official
• Logo url — https://advisor.morganstanley.com/permanent-b0b701/assets/images/logo.85739d37.svg (high)
  • “” — firm_official
• Visual brand notes — Morgan Stanley corporate template: navy and white, restrained serif headings, team name as plain wordmark. Wide hero photography plus a formal group portrait and square headshot grid; gold award badge accent. (high)
  • “ Morgan Stanley Private Wealth Management # The Chase Group ... ![Image 4: Photo of The Chase Group - M” — firm_official

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