Welcome

Yu Basich Garrie Corporate Cash Management serves as a trusted partner to private and public corporations, non-profits, endowments, family offices, and other institutional entities. With an emphasis on each client’s unique objectives and circumstances, we skillfully balance the various factors that inform a sound cash management strategy to develop and execute curated investment solutions architected to safeguard monetary resources, provide for sufficient liquidity, and optimize cash positioning through varying organizational needs and interest rate cycles. In our view, the most effective cash management solutions drive strategic alignment between organizational growth ambitions and financial discipline.

Our culture of excellence, commitment to exceptional client service, and integrated approach empower our clients to reach their goals and stay ahead in a dynamic business landscape.
Capabilities
  • Cash Management & LendingFootnote1
  • Portfolio Management
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $1.2 trillion in AUM
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, September 2025

Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Corporate Cash Management is the vigilant investment and management of corporate liquidity with priority on principal preservation, sufficient liquidity, and prudent diversification. Discipline is the defining feature of our safety‐first investment philosophy which emphasizes pristine credit quality, rigorous issuer due diligence, and judicious market analysis.

    Location

    555 California Street
    14th Floor
    San Francisco, CA 94104
    US
    Direct:
    (415) 576-2099(415) 576-2099

    Meet Yu Basich Garrie Group

    About Alex Yu

    Alex Yu is a Managing Director, Corporate Cash Investment Director and Senior Portfolio Management Director with the Private Wealth Management division of Morgan Stanley. His primary responsibilities include investment strategy and managing discretionary fixed income for institutions.

    Alex has over 32 years of experience in the industry and joined Morgan Stanley in 1993. He received a B.S. in Computer Science and an MBA from Rutgers University.

    Alex lives in the East Bay with his wife, three kids and two dogs.

    Alex is an avid golfer.
    Securities Agent: TX, LA, IL, ID, DE, VT, SC, IN, WI, VA, NY, MO, FL, PA, OH, NM, NE, MD, HI, WA, TN, MS, DC, CA, CT, AZ, NH, NC, MT, MN, MI, WY, NV, NJ, MA, CO, AK, UT, KS, GA, OK, OR; General Securities Representative; Investment Advisor Representative
    NMLS#: 1274529

    About Jeff Basich

    Jeff Basich is an Executive Director and Corporate Cash Investment Director with the Private Wealth Management division of Morgan Stanley. His primary responsibilities include business development, investment strategy and managing discretionary fixed income for corporations.

    Prior to joining Morgan Stanley in 1997, he attended California State University, Chico where he received a Bachelor of Science in Finance. With over 29 years experience in Private Wealth Management, he brings diverse expertise to his position.

    Outside of work, Jeff is an avid runner and coaches youth sports. A native Californian, he currently lives in Petaluma with his wife and two daughters.

    Jeff is Series 7, 63 and 66 licensed.
    Securities Agent: IL, GA, AK, AZ, DE, NM, VT, WA, TX, MS, KS, ID, AR, UT, TN, NC, HI, VA, NY, NJ, MO, MI, MD, CO, DC, MN, NE, NV, OR, LA, CA, CT, MA, MT, NH, OK, WY, SC, FL, PA, WI, OH, IN; General Securities Representative; Investment Advisor Representative
    NMLS#: 1569123

    About Haylie Garrie

    Haylie Garrie is a Senior Vice President, Corporate Cash Investment Director, and Senior Portfolio Management Director with Morgan Stanley. She serves as her team’s Head of New Client Acquisition and Integrated Firm Strategy. Her other responsibilities include macroeconomic analysis and credit quality due diligence.

    Haylie joined Morgan Stanley in 2017. Prior to Morgan Stanley, she was at Goldman Sachs. Haylie received a B.A. in History and a MAcc from University of Southern California.

    Haylie serves in various leadership capacities at Morgan Stanley. Most recently, she was nominated to serve on the inaugural Corporate Cash Advisory Board, working closely with senior Firm leadership as a representative of the Corporate Cash Management franchise at-large. Haylie also serves on the Board of Directors and Executive Finance Committee for a Federally Qualified Health Center whose mission is to provide quality clinical outreach and social services to underserved communities confronted with barriers to accessing care.
    Haylie lives in San Francisco, CA with her fiancée and dog.
    Securities Agent: 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, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative
    NMLS#: 2153779

    About Christine Kim

    Christine Kim is a Vice President Client Service Associate with Morgan Stanley. She serves as her team’s operations lead where she provides administrative and onboarding support, and oversees the daily operations, maintenance, and service across the client base. Christine joined Morgan Stanley in 2019. Prior to Morgan Stanley, she was at Citigroup for 11 years. Christine graduated from UC Davis with a B.S. in Managerial Economics and a minor in Computing and Information Systems.

    Christine spent 10 years in Manhattan and now lives in Fremont, CA with her husband and two daughters. She enjoys spending time outdoors, trying the newest restaurants, and cheering on her kids at their team events.

    About Greg Thomas

    Greg earned his Bachelor’s degree from the University of California, Berkeley, where he also served as the starting placekicker for the football team for two seasons. Before joining Morgan Stanley, he gained valuable experience at a registered investment advisory firm that operated a venture fund focused on early-stage companies. In his current role, Greg leads the reporting arm of the business while also contributing to business development efforts. Outside of work, he enjoys live music, surfing, and running.

    About Amaka Nwankwo

    Amaka Nwankwo is a Registered Client Service Associate within the Private Wealth Management division of Morgan Stanley. She joined the firm in 2025 after working at JP Morgan. Prior to that, she was at First Republic Private Wealth Management. She graduated from Santa Clara University with a bachelor’s degree in Economics and a minor in International Business. In her spare time, she enjoys reading and learning figure skating.
    We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
    1Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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    Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

    Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    Asset Allocation does not assure a profit or protect against loss in declining financial markets.

    The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

    Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

    For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

    See the Financial Advisors Biographies for Registration and Licensing information.

    Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.

    Private Bankers are employees of Morgan Stanley Private Bank, National Association.

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Awards Disclosures | Morgan Stanley
    CRC 4677197 (7/2025)