Wingfield Wealth Management Group

Andrew Basch is a Private Wealth Advisor at Morgan Stanley Private Wealth Management in Los Angeles, with over 40 years of experience. He is also the Corporate Client Group Director for control and restricted stock transactions. Specializing in wealth planning and investment banking, Andrew helps senior executives navigate complex financial issues, particularly related to maximizing value from personal stock holdings.

Recognized for his expertise, Andrew was named to *The Financial Times* Top 400 Financial Advisors (2013–2021), as well as Barron’s Top 1,200 Advisors (2014–2024) and Forbes Best-In-State Wealth Advisors (2018–2024).

Andrew began his career at Dean Witter , later becoming a Partner at Oppenheimer & Co., where he co-founded the Corporate Executive Services Group. During his tenure he has been involved in numerous private and public offerings. He holds a B.A. in psychology from UCLA, an M.A. in psychology, and an M.B.A. from Pepperdine University, along with Executive Education in investment decisions and behavioral finance from Harvard.

In addition to his professional work, Andrew is actively involved in civic and charitable organizations in Los Angeles. He has served as Non-Corporate Trustee for Semester at Sea and sits on the Advisory Board of UCLA’s Department of Psychology. He and his wife Karleen live in Hidden Hills Ca.

2018 - 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018 - 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2014 - 2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014 - 2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

2013 - 2021 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2020; data 6/30/16 - 6/30/19
Awarded 2019; data 6/30/15 - 6/30/18
Awarded 2018; data 6/30/15 - 6/30/17
Awarded 2017; data 9/30/14 - 9/30/16
Awarded 2016; data 9/30/13 - 9/30/15
Awarded 2015; data 9/30/13 - 9/30/14
Awarded 2014; data 9/30/12 - 9/30/13
Awarded 2013; data as of 12/31/12

Justin works with high-net-worth professionals, families, and individuals to provide sophisticated wealth planning solutions.  He draws on his experience serving clients in numerous capacities, all focused on addressing the concerns of high-net-worth clients.

Justin started his career in New York City as a financial advisor with UBS Wealth Management. Later with UBS, he moved to San Francisco where he specialized in institutional product sales and partnered with advisors across the firm in the high-net-worth space. Justin eventually returned to his hometown of Los Angeles where he worked as Regional Sales Manager at Wilshire Associates before joining Morgan Stanley in 2009.

Justin earned his Bachelor of Science degree from the University of Wisconsin-Madison and his MBA from the University of Southern California. He is a member of the Investment Management Consultants Association and has earned his CIMA^® (Certified Investment Management Analyst^®) designation.

He spends his free time with his family and enjoying most outdoor activities, specifically bluebird ski days and biking. After living in Chicago, New York, and San Francisco, Justin now lives in the San Fernando Valley with his wife Donna and their two children.

Howard Blitz has worked with high net worth investors and institutions for over 27 years, helping them develop customized taxable and tax-exempt investment strategies. This experience led to his designation as a Private Wealth Advisor of Morgan Stanley Private Wealth Management, a select group of financial advisors who focus exclusively on the needs of the firm’s most affluent clients.

Prior to joining Morgan Stanley in 2003, Howard worked at CIBC Oppenheimer as Executive Director of Investments. At CIBC Oppenheimer, he and Andrew Basch formed the Corporate Executive Services Group, which handled the firm’s Investment Banking clients.

Howard holds a finance degree from the University of Southern California. He is an avid outdoorsman who skis, mountain bikes and enjoys sailing with his family off the Southern California coastline. An experienced pilot, Howard also enjoys flying his Cirrus SR-22. Howard and his wife, Tracey, have been married for 25 years and have two daughters, Carly and Devon. They live in Boulder, Colorado.

Vivian Afriyie is a Vice President, Global Sports and Entertainment Director, Senior Portfolio Manager and Financial Advisor with Morgan Stanley in Los Angeles, California. She is a member of the Wingfield Wealth Management Group at Morgan Stanley Private Wealth Management. Known for her industrious spirit and unwavering commitment to her clients, she has more than a quarter century of experience in accounting and financial services.

Vivian serves mainly high-net-worth individuals, entrepreneurs, entertainers, athletes, corporate executives and multigenerational families. She has extensive experience in broad array of disciplines, including financial and retirement planning, investment management, charitable gifting, pre- and post-liquidity event strategy, concentrated equity risk management, trust and estate planning strategies, customized cash management and lending solutions, and Special Needs planning.

Vivian is a Global Sports and Entertainment Director, a designation that signifies her extensive and highly specialized experience in sports and entertainment; fewer than 2% all Morgan Stanley Financial Advisors hold this title. Vivian and her team coordinate their efforts with client’s team of attorneys, CPAs, managers and other specialists to offer 360-degree solutions that touch every aspect of their clients financial life, such as values-aligned portfolio management, trust and estate advisory services, philanthropy management, cash management and lending solutions, and family dynamics services for loved ones—whatever it takes to help clients pursue their vision of a successful life and legacy for generations and decades to come.

She is a Chartered Special Needs Consultant^®, making her uniquely qualified to develop comprehensive lifetime plans for dependents with special needs.

She began her career in 1997 as an associate in financial advisory services at PriceWaterhouseCoopers, where she gained valuable experience analyzing companies in detail. She also ran a successful small business selling purse hooks for women. While she was initially a novice to the supply chain and manufacturing industries, she quickly learned the ropes and found a manufacturer in China. This firsthand experience helps her to understand the complexities and challenges that entrepreneurs and executives face every day and gives her an international perspective that her clients value.

Vivian is an avid runner and has medaled in the Malibu Triathlon for three consecutive years on the relay team. She’s a Junior Achievement volunteer - teaching enterprise to high school seniors at Junior Achievement.
Vivian was born and raised in Ghana. She is fluent in Ghana’s native tongue, Twi. She holds a BS degree from California State University, Los Angeles with a concentration in Accounting and Finance.

Rennie handles the daily operational and administrative tasks for the team. She has both her Series 7 and 66 licenses, and has worked with Andrew, Justin and Howard since July, 2007. She graduated from the University of California, Irvine with a degree in International Studies and a minor in Chinese Language and Literature. She is also a mentor with Growing Tree Education in the San Gabriel Valley, working closely with kids from kindergarten through 12th grade. In her leisure time she likes exploring new restaurants, reading, movies, snowboarding and weekend road trips.

Leslie has been in the investment business for 25 years and is Series 7 and 66 licensed. Leslie provides support to the Wingfield Group as a Portfolio Associate. She supports her team with client relationships and daily operational tasks.
Leslie graduated from Cal Poly San Luis Obispo with a B.S. in Business Administrative.

Born and raised in the South Bay Leslie enjoys the beach, volunteering at local animal shelters and running. She lives in Manhattan Beach with her son Matthew.

Remy provides support to Wingfield Wealth Management Group as a Client Service Associate. He supports the team with client relationships and daily operational tasks. His dedication and hands-on approach create a family office-like experience for our clients, building a strong bond and deepening the relationships we have with them.

Remy graduated from University of Oregon with a Bachelor’s in Economics. Prior to joining Morgan Stanley, Remy embarked on a career path that led to specialization in sales and client service within ERP software at Oracle NetSuite.

Outside the office, Remy enjoys staying active with pursuits like beach volleyball, golf, and paddle tennis.