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 & Entertainment Director, Senior Portfolio Manager and Financial Advisor with Morgan Stanley in Los Angeles, California. She is part of the Wingfield Wealth Management Group within Morgan Stanley Private Wealth Management. With more than 25 years of experience across accounting and financial services, Vivian is recognized for her strong work ethic and steadfast focus on delivering disciplined, client-centered guidance.

Vivian works primarily with high-net-worth individuals and families, including entrepreneurs, entertainers, athletes, corporate executives and multigenerational households. Her capabilities span a wide range of wealth planning and investment needs, including financial and retirement planning, investment management, philanthropic and charitable gifting strategies, pre- and post-liquidity event planning, concentrated stock risk management, trust and estate planning strategies, customized cash management and lending solutions, and Special Needs planning.

As a Global Sports & Entertainment Director—an advanced designation held by fewer than 2% of Morgan Stanley Financial Advisors—Vivian brings highly specialized experience serving clients in the sports and entertainment community. She and her team collaborate closely with each client’s attorneys, CPAs, managers and other advisors to deliver coordinated, 360-degree solutions that address the full scope of a client’s financial life. This includes values-aligned portfolio management, trust and estate advisory services, philanthropy planning, cash management and lending solutions, and support for family dynamics and legacy planning—helping clients work toward their vision for the future across generations.

Vivian is also a Chartered Special Needs Consultant^® (ChSNC^®), further strengthening her ability to help families 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 developed a strong foundation in detailed company analysis. Vivian also owned and operated a successful small business selling purse hooks for women, navigating supply chain and manufacturing complexities and ultimately sourcing a manufacturer in China. This entrepreneurial experience provides her with a practical understanding of the day-to-day realities facing executives and business owners, as well as an international perspective valued by many of her clients.

Outside of work, Vivian is an avid runner and has earned medals as part of a relay team in the Malibu Triathlon for three consecutive years. She also volunteers with Junior Achievement, where she teaches enterprise skills to high school seniors. Born and raised in Ghana, Vivian is fluent in Twi. She holds a B.S. 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.