Price and Longhurst Group

Andrew is a Managing Director within Morgan Stanley’s Private Wealth Management division that serves ultra-high-net-worth clients. He has been helping ultra-high-net-worth and institutional clients achieve their goals since 1983. Andrew specializes in using his extensive experience managing institutional assets to help successful families and family offices build, protect, and pass on their wealth to the next generation. He has been named one of Forbes Best-in-State Wealth Advisors in California for 2019, 2020, 2021, 2022, 2023, and 2024.

Andrew is also Institutional Consulting Director and leader of Morgan Stanley’s Graystone Consulting team in Los Angeles, having decades of experience in working with institutional pools of capital. His team consults with numerous foundations and endowments, advising their investment committees with regards to fiduciary best practices, investment policy, asset allocation, alternative investments, and investment manager selection. The Price and Longhurst Group was named one of Barron’s top 100 Institutional Consultants in the nation for 2021 and 2022.

Prior to becoming a Managing Director with Morgan Stanley Private Wealth Management and an Institutional Consulting Director with Graystone Consulting, Andrew held positions with Paine Webber, Bear Stearns, Oppenheimer, and Smith Barney. He earned the Certified Investment Management Analyst^® designation following coursework and an examination at the Wharton School of the University of Pennsylvania, and he is a member of the Investment Management Consultants Association and the Association of Professional Investment Consultants. Andrew graduated from the University of Maine with a B.S. in Finance.

Andrew and his wife, Helene, have three children and reside in Brentwood, a community in Los Angeles. In his spare time, Andrew enjoys tennis, skiing, reading, and travel. He is also involved in the community, having served as a director of the Bucknell University Parents Association and on the Annual Giving Committee at Harvard-Westlake School. Additionally, he has held board positions with the Bel Air Bay Club and the Paralysis Project of America.

"​2019-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award."

"​2021-2023 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants))
Source: Barrons.com (Awarded April 2021-2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award."

Karin Longhurst is a Senior Vice President, Senior Institutional Consultant, Private Wealth Advisor, Alternative Investment, Investing with Impact, Insurance Planning and Family Wealth Director with the Price and Longhurst Group at Morgan Stanley Private Wealth Management. She joined Morgan Stanley in 2013. The Price and Longhurst Group offers clients the combined resources of both Graystone Consulting, the institutional arm of Morgan Stanley and Private Wealth Management, the area of the firm that is focused on the needs of ultra-high net worth individuals and families. Her group delivers customized guidance to address the planning, governance, liability management and investing needs of family offices and affluent individuals, as well as advising institutional clients, such as foundations, endowments, corporations, and corporate retirement plans regarding plan sponsor’s fiduciary best practices, investment and spending policies, asset allocation, and investment manager selection. The Price and Longhurst Group was named one of Barron’s top 100 Institutional Consulting Teams in the nation for 2021, 2022 and 2023 and one of the Forbes Best-In-State teams in 2023 and 2024.

Previously, Karin worked for 16 years at Merrill Lynch, where she focused on the fiduciary, trust and investment management needs of ultra-affluent individuals, families, and family offices. She also focused on working with public charitable organizations, endowments, and private foundations to provide fiduciary best practices, planned giving experience and investment management services.

Karin is a graduate of University of California, Los Angeles with a B.A. in International Relations with a minor in Business and Finance. She participated in an honors business program at Cambridge University and London School of Economics. Karin also worked in Washington D.C. for the U.S. Trade Ambassador. Karin serves as a member of the Morgan Stanley Private Wealth Advisory Council, which works closely with her firm’s senior management. Karin is also a member of The American Bankers Association, The Beverly Hills and Los Angeles Estate Planning Councils, National Charity League and The Los Angeles Council of Charitable Gift Planners. Karin is actively involved as a board member and currently serves as Treasury of the Los Angeles County Business Federation, Biz Fed Institute, and Loyola Marymount University’s College of Business Administration. Karin was also named by Forbes as one of the Top Women Wealth Advisors Best-In-State and Top Wealth Advisors Best-In-State in 2023, 2024, and 2025.

Karin and her husband, Scott, have two children, and they reside in Manhattan Beach, California. In Karin’s spare time she enjoys spending time with family and friends, international travel, scuba diving and golf.



2021-2023 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants))
Source: Barrons.com (Awarded April 2021-2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.

2023 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.

2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (2023, 2024, 2025) Forbes Best-In-State Wealth Management Teams ranking awarded in 2023-2025. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in March of the previous year the award was issued, having commenced in March of the year before that.

2023-2024 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded 2023-2024) Data compiled by SHOOK Research LLC based on time period from 2023 - 2024.

Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.

Jessica Ellis is a Senior Registered Associate, who joined the Los Angeles team from Merrill Lynch in 2019. She has been in the financial industry for over 10 years working with ultra-high net worth clients throughout her career. Jessica brings a highly functioning concierge style of service to the team.

She manages client relations, quality control and daily operations for the team with personal care and first-class service. As the primary point of contact, she assists clients with a wide breadth of daily needs, ranging from liquidity needs, statement reviews, account access, as well as, assistance with cash management and lending services. Her primary goal is to meet the needs of each client in a timely, efficient and detailed manner. Individualized service is paramount to unparalleled client service.

In addition to being fully licensed with both Series 7 and 66, Jessica also holds a B.A from the University of Miami, where she graduated Magna Cum Laude.

Matt Moses is an Institutional Consulting and Private Wealth Analyst for the Price and Longhurst Group at Graystone Consulting. He mixes his technological background with his financial knowledge to create in-depth investment research analysis. His primary responsibilities include the review investment policy statements, investment objectives and strategy, asset allocation, and conducting investment manager due diligence reports to develop portfolios that are aligned with clients’ objectives and risk tolerances. He is also in charge of creating customized financial strategies for the challenges that today’s families and family office’s face. Matt joined the Price and Longhurst Group in 2021 with over four years of financial industry experience working with ultra-high net-worth families and institutional clients.

Prior to joining Morgan Stanley, he worked at Merrill Private Wealth Management’s Bryant Park office in New York City. He performed investment research and analysis, conducted portfolio analytics and implementation, assisted in the development and execution of investment strategies, oversaw reporting, and contributed to complex estate planning strategies for ultra-affluent clients.

Matt graduated from the University of Southern California with a B.S. in Business Administration and a minor in Consumer Behavior. Matt holds Series 7 and 66 licenses and is a CFA charterholder. Matt is also a member of CFA Society Los Angeles.

Matt lives in Venice, California and enjoys hiking, skiing, reading, and spending time with family and friends.

Ryan Mahatme first joined Morgan Stanley in 2022 and is a Client Service Representative in the Los Angeles, California, Complex. Prior to joining the Firm, he interned in Commercial Real Estate. Partnering that knowledge with investments was an easy transition for Ryan. As a member of the Price and Longhurst Group, Ryan assists both clients and advisors as a jack of all trades in the day-to-day responsibilities. Ryan assists in client-facing operations, as well as internal operations for the team.

Ryan’s passion for investments and finance stems from a young age. As a young adult, Ryan gained an interest in REITs, which led him down the financial industry route. Ryan’s passion for investments combined with his attention-to- detail and genuine care to help people has made his role so vital to the team. He is always looking to learn something new about the industry and is constantly adapting to the ever-changing work environment.

Ryan graduated from the University of Southern California in 2021 with a degree in Mathematics. Outside of work, Ryan takes pleasure in playing chess, CrossFit, and watching comedic movies with family and friends. Family is one of the utmost important values to Ryan. He also enjoys spending time with his sister where they explore the greater Los Angeles area and Beverley Hills.