

The Vantage Group at Morgan Stanley

Our Mission Statement
You know that because you’ve already scaled some heights in your career. Now you need a guide who is used to working in rarefied air. Someone who has the perspective, the knowledge and the experience to lead you to the top and help keep you there.
The Vantage Group
The view is better from the top.
There is clarity, serenity, infinite perspective. You know that because you’ve already scaled some heights in your career. Now you need a guide who is used to working in rarified air. Someone who has the perspective, the knowledge and the experience to lead you to the top and keep you there.

Serving the needs of individuals with high net worth
demands the highest standards from us. We earn your trust every single day with knowledge, talent, integrity, and an exclusive network of clients and resources.

We as a team of accomplished investors
have our own analysts, choose our own securities, and make independent decisions. You’ll always be talking to the decision makers, never to an apologist.

We can plan for needs tomorrow
you might not anticipate today, but to serve you and your business best, we always start with one simple question:
Getting There
Business is good
You're just starting to make some real money. Now you face a new set of challenges. You've got a house, a family, and a big tax hit. And a bunch of questions that keep you up at night:
Planning
Plan? I'm too busy
building something big!
Investing
When I talk to my friends about their investments I feel like I'm missing out.
Funding
Our business could grow so much
more if we had access to funding.
Insurance
Everyone has an opinion about
my insurance. Except me.

Going Higher
You've Progressed
Your kids are grown. Your estate has grown in size and complexity and so has your business role. Your choices have multiplied, and your problems seem so much tougher to solve. As a Morgan Stanley client, you may have access to a full suite of cash management and lending options.
Family Business
This is a family business. I started it, but now my children and I don't agree on how to run it. I think they are naive, they think I'm old fashioned. We just don't see eye to eye.
Personal Finances
I'm fine. My CFO handles everything. Are you? Maybe it's time to find out what someone can do with 100% of their attention focused on you.
Real Estate
I'm looking for a commercial loan on a premium property. I want the best rates and terms with the greatest flexibility.
Loans
My trusts and business structures are so complicated now, getting a loan is torture.
Pension Fund
My pension fund grew to a $200 million headache. I need someone to manage it efficiently. Or can I freeze or terminate it?
Charitable Organizations
I want my non-profit to be more financially stable . How can I maximize the funds we have?
Looking Down
You've Arrived
You've fulfilled your ambitions. Your children have families of their own. Your thoughts shift to other realms. You want to retire or work less and do other things, but life has brought you other issues.
Leave a legacy
Okay, I made it. I hit all my goals. Now what? I still feel like I'm in my 30's
Trusts
My daughter doesn't respect the value of a dollar. My son has lost his way. I love my kids, but I need to protect the money I leave them. And I don't want to encourage their behavior.
Family Foundations
We differ so much. I wish we had something that would bring us together as one family.
Great journeys begin with a single step.
Take yours. Call us.
Location
Meet The Vantage Group
About Arash Nassi
Arash learned at an early age the importance of determination, tenacity and financial independence. It was at the University of California, Berkeley where he took a number of business and history courses while studying molecular and cell biology, that he discovered his true calling for finance. Arash began his career in wealth management as a Financial Advisor at UBS in 2007. He became a member of the Morgan Stanley family in 2009 and has been a vital member of the firm’s Beverly Hills office ever since.
As a Financial Advisor and Managing Director, Arash offers a distinct portfolio management approach that sets his practice apart. Considered a fundamental investor, he targets high quality domestic and international stocks with a healthy balance sheet and strong cash flow for the core portfolio he manages. He takes pride in his ability to take complex financial concepts and effectively communicate them to his clients. He thrives on teaching his clients how the market works and how to be successful investors.
Arash’s passion for helping his clients is equaled only by his dedication to family and community. He currently lives in the Pacific Palisades with his wife, Sheila, and their three children, Sophia, Phoenix and Hendrix. A strong believer in “giving back,” Arash is a member of Farhang Foundation, the Jewish Federation of Greater Los Angeles and a strong supporter of the Weingart Center. When he’s not helping clients or the many organizations he supports, you can find Arash spending quality time with family and friends. Favorite leisure activities include working out, yoga, surfing and travel.
NMLS#: 1279021
CA Insurance License #: 0G06324
About Jenny Gianna Kim
Trained as a classical violinist from childhood, Jenny learned the value of creativity, persistence and disciplined processes from an early age. She carried these lessons into her studies at Penn State University and her early career in the real estate and architectural industries. Jenny made the transition to the wealth management business in 2010 and soon after joined forces with fellow Advisor Arash Nassi to establish The Vantage Group.
As a Portfolio Manager, Jenny generates innovate investment ideas while paying attention to global themes for the teams highly customized and disciplined Portfolio Management. She believes that clients’ values, to strive for positive social and environmental impact, can be reflected in their investments and offers Sustainable Investing strategies with an ESG lens. She works to develop a nuanced understanding of each client’s needs and generates holistic solutions to address their complex, multigenerational challenges. Her goal is to serve as a close family advisor and create a long term plan that provides both security and growth.
Jenny is passionate about helping women tap into their power, gain knowledge and take control of their financial lives. To that end, she founded the Women’s Salon Series, an educational initiative designed to help successful women make well-informed financial decisions and maintain the discipline necessary to navigate challenging markets. Outside of Morgan Stanley, Jenny is one of the three female founders of Nxtwork, a non-profit organization with a mission to accelerate gender parity and diversity in C-Suites and boardrooms.
Originally from Queens, New York, Jenny is based in Los Angeles and travels frequently between coasts and around the globe. Jenny is a strong supporter of the arts and children’s music education. She is a member of several arts organizations and volunteers at the LA Philharmonic.
NMLS#: 1278752
CA Insurance License #: 0I32434
About Tom Taylor
Tom began his career at Northwestern Mutual as a Financial Consultant in 2012 while he was studying Finance at the University of Arizona. After graduation, he transitioned to the Brokerage Desk at Vanguard where he gained experience in the capital markets. Tom joined the Vantage Group team in 2015.
Outside of work, Tom enjoys golf, hockey, snowboarding, surfing and mountain biking.
About Aria Olia
A SoCal native, Aria moved east to attend Emory University’s Goizueta Business School. While in college, Aria served as an orientation leader and was involved with Greek life as a member of Alpha Tau Omega. His first exposure to the financial services industry was working as an intern at Bridge Bank. Aria is fluent in Farsi as well as English, bringing an international orientation to his work.
Aria enjoys tennis, reading, and playing the piano. He also spends time working at the nonprofit organization he founded, Flowers Take2, which delivers flowers to elderly people in hospitals, care facilities, and hospices in the OC.
About Elian Ohebshalom
After graduating from UCLA and earning her J.D, at Southwestern Law School, Elian practiced law for several years in Los Angeles. Seeking greater purpose in her professional life, she went on to work at the United Way of Greater Los Angeles as Director of Engagements. Her focus was primarily on homeless issues and education for children from low-income families. She developed an interest in wealth management working with the United Way’s board members and ultra high net worth donors, and she joined the team at Morgan Stanley in 2014.
Dedicated to helping women tap into their power, Elian and Jenny Kim co-chair the Women’s Salon Series, an educational initiative designed to help successful women make well-informed financial decisions and take control of their financial lives. Elian is also still passionately involved in her philanthropic pursuits, playing an active role at the Weingart Center Association and Sinai Akiba Academy. Elian and husband live in West LA with their three children. In her few free hours, she enjoys reading and traveling.
About Nina Pawlyshyn
Nina is also among the select few professionals who has earned the Certified Private Wealth Advisor® certification from the Investments & Wealth Institute at the Yale School of Management.
Born and raised in Russia, Nina speaks English and Russian, and is starting to learn Hebrew. She completed her Masters’ Degree in Philology at Udmurt State University in Russia. She and her husband live in Northridge, California, where they spend weekends enjoying activities with their three children.

Contact Arash Nassi

Contact Jenny Gianna Kim
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
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Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
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- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
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- Donor Advised Funds
- Impact Investing
Wealth Management for Athletes and Entertainers
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
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