Andy Chase
For over 30 years, Andy Chase has consistently ranked as one of the top brokers for Morgan Stanley and continues to manage one of the largest high net worth practices at the firm. Today, he manages assets in excess of $20 billion dollars with his team of twelve experienced professionals who combine their talents to provide exceptional custom care, insightful investment advice, and customized wealth management solutions to an exceptional clientele of highly accomplished executives, entrepreneurs, venture capitalists, and others.
Andy Chase Professional Experience / Academic History
Professional Experience
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Managing Director and Private Wealth Advisor
Academic History
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BA, Economics
- Recognized by Barron’s magazine’s annual ranking of America’s Top Financial Advisors for eleven years running, 2010 to 2020.
- He was also acknowledged by Forbes magazine from 2016 to 2020 as one of America’s Top Wealth Advisors.
- Ranked #1 by Barron’s magazine as the nation’s top financial advisor 2016 and 2017.
- Ranked #8 on Forbes Lists America's Top Wealth Advisors 2020.
- Ranked #3 on Forbes Best-In-State Wealth Advisors 2020.