The Vantage Group

The view is better from the top.

The world is different from on high.

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:

Where are you in your journey so far?

Where are you in your journey so far?

Notepad with handwriting

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.

Side of private jet

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.

CRC 2734565 11/19

What can we do for you today?

We provide strategies for all of your financial needs.
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    FAMILY & FAMILY GOVERNANCE STRATEGIES
    - Trust & Estate Planning
    - Family By-Laws
    - Medical Directive
    - Long Term Financial Plan
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    INVESTMENTS
    - Stock Portfolio Management
    - Bond Desk
    - Options Trading
    - Sourcing Unique Opportunities
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    TAXATION
    - Tax Planning Strategies
    - Irrevocable Living
    - Insurance Trust (ILIT)
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    CASH MANAGEMENT AND LENDING SOLUTIONS
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    PHILANTHROPY
    - Family Foundation
    - Donor Advice Fund (DAF)
    - Charitable Remainder Trust (CRT)
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    RISK MANAGEMENT STRATEGIES
    - Insurance
    - Security Matters
    - Family Safety
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    EDUCATION
    - 529 College Saving Plan
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    RETIREMENT
    - 401(k), SEP IRA, Defined Benefits Plans, Money Purchase Plans, Deferred Comp Plans

Family Wealth Resources

Both Jenny and Arash hold the Family Wealth Director designation. These established financial advisors are given to those who have extensive experience working with the ultra-high net worth families, and who have undergone specialized training. Family wealth directors have direct access to an extensive range of resources needed to help highly affluent families manage the complex, multigenerational challenges of managing significant wealth.
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    Our Family Wealth Capabilities
    A family wealth director (FWD) is a rare distinction, earned by less than 4% of Morgan Stanley financial advisors as of Feb 2021. FWDs have an integrated approach including family issues, wealth transfer asset protection and location, and business succession planning. Learn more by clicking the link below
    Introduction Video
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    Legacy and Estate Planning Strategies
    We engage with our Executive Planning Director and Wealth Planning Center to provide a fully integrated, comprehensive analysis of your balance sheet, estate plan, and investment strategy through a collaborative process-at your request we will coordinate with your legal tax advisors as well.
    Tax, Trust and Estate Planning Overview
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    Family Governance and Wealth Education
    The family wealth Governance and Wealth Education group assists ultra-high net families in addressing sensitive family issues, facilitating communication, managing conflict and achieving a shared sense of common direction in coordination with clients outside advisors.
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    Philanthropic Management
    We can provide strategic advisory solutions that can help achieve philanthropic goals. Whether you are a family developing a philanthropic and mission statements, a corporate foundation struggling with grantee identification and impact evaluation or a nonprofit who needs fundraising strategy consulting, we are here.
    Charitable Giving Overview
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    Lifestyle Advisory
    Bespoke solutions and access to knowledgeable, highly personal third party providers to help meet your exceptional needs from every day to extraordinary. We can connect you to travel and concierge services, or help plan for your child's college education.
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    Access to Cash Management and Lending
    Access comprehensive cash management and lending solutions available to complement your investment strategy. We advise on matter like access to cash management, securities based lending, residential mortgage loans and tailored lending solutions.

Location

9665 Wilshire Blvd
Ste 600
Beverly Hills, CA 90212
US
Direct:
(310) 285-5627(310) 285-5627
Toll-Free:
(800) 669-4866(800) 669-4866

Meet The Vantage Group

About Arash Nassi

Arash Nassi is a Financial Advisor and founding member of The Vantage Group at Morgan Stanley.  Arash has earned the reputation of providing highly customized advice to high net worth individuals, multi-generational families and real estate investors in the greater Los Angeles area and across the country. 

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.
Securities Agent: OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1279021
CA Insurance License #: 0G06324

About Jenny Gianna Kim

Jenny Kim is a Financial Advisor and Founding Partner of the Vantage Group at Morgan Stanley. She oversees the team’s business operations and concentrates on relationships with UHNW clients, trustees, business managers, foundations and family offices. As a Global Sports and Entertainment Director, Jenny works closely with clients in the film, music and sports industries as well as the arts. While most of these relationships are in LA and NY, she has a global view and network.

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.
Securities Agent: PR, OK, NH, NE, ND, MT, MS, MO, MN, ME, MD, LA, KY, KS, IN, IL, ID, IA, DC, AR, AL, AK, AZ, CA, CO, CT, DE, FL, GA, HI, MA, MI, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WI, WY, WV, WA, VI, UT, SD, RI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1278752
CA Insurance License #: 0I32434

About Tom Taylor

Driven by a passion for finance, Tom Taylor has spent the past ten years refining his research skills and studying the workings of the global economy. Combining his own talents and experience with the vast resources of Morgan Stanley, Tom supports the team’s clients and Advisors in the creation, implementation and maintenance of highly customized portfolios. Often working closely with the firm’s capital markets and alternative investment desks, he plays a key analytical role in the team’s investment selection process and trading activities. Tom generates innovative ideas and seeks investment opportunities for the team’s clients while adhering to a strong investment philosophy, process and discipline.

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 member of the Vantage Group since 2018, Aria Olia supports the team’s Advisors in efforts to deliver an exceptional service experience. As Head of Client Relations for the team, Aria plays a central role in the onboarding of new clients and is responsible for an extensive range of operational duties. Often the first point of contact, he always ensures that client needs are met, and that requests are addressed promptly and accurately. He works closely with the firm’s compliance and risk divisions to ensure all internal and external client related activities follow the highest standard of privacy and security.

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

Elian Ohebshalom brings a unique combination of professional experience, educational achievement and community involvement to the service of the team’s clients. Her background as a practicing attorney (currently non-practicing) and nonprofit leader prepared her to help affluent families with their trust and estate planning, legacy planning and philanthropic strategy.

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

As our Chief of Staff, Nina oversees all administrative and operational functions of the Vantage Group. Bringing nearly 20 years of experience in the industry, Nina serves as a liaison between the team’s Financial Advisors and support staff, helping to maintain an exceptional, boutique-style service experience for each of our team’s clients.

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.
Wealth Management
Global Investment Office

Portfolio Insights

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Retirement plan participants
  • Annuities
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

Family

Creating customized financial strategies for the challenges that today’s families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Are You Prepared for Tax Day?
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Are You Prepared for Tax Day?

The countdown to Tax Day has begun. Here are some strategies to consider as the deadline approaches.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving 
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.

Wealth Management for Athletes and Entertainers

Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
  • Investment Management
  • Wealth Transfer & Philanthropy
  • Private Banking Solutions
  • Family Governance & Wealth Education
  • Lifestyle Advisory
You are your Own CEO: Build a Dream Team for Your Career
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You are your Own CEO: Build a Dream Team for Your Career

Assembling a team of trusted professionals to manage your career—and your money—is essential to help best position you to thrive. Here’s how.

Financial Wellness

Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
  • Reduce employee stress,
  • Improve retention and engagement, and
  • Set themselves apart by offering comprehensive financial wellness benefits.
The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact The Vantage Group today.
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Awards Disclosures
CRC 6491812 (04/2024)