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    Andy Lee

    Vice President - Director of Investments at Morgan Stanley

    Andy Lee is an accomplished professional with a strong background in finance and wealth management.

    He holds a Bachelor of Arts (B.A.) degree in Legal Studies from the prestigious University of California, Berkeley.

    Andy's career at Morgan Stanley Private Wealth Management and Graystone Consulting is notable, where he has held various roles showcasing his expertise and knowledge in the field.

    He currently serves as the Vice President, demonstrating his leadership skills and strategic vision within the organization.

    Previously, Andy held the position of Director of Investments, where he contributed to the strategic decision-making process.

    His experience as an Assistant Vice President further solidified his understanding of the financial landscape.

    Prior to these roles, he excelled as a Consulting Group Analyst, showcasing his analytical abilities and attention to detail.

    His tenure as a Registered Associate at Morgan Stanley Smith Barney and Smith Barney highlights his dedication to client services and financial advisory.

    Additionally, Andy's experience as a Trading Specialist at Charles Schwab added a valuable dimension to his skill set, demonstrating versatility in different financial environments.

    Highlights

    Sep 18 · forbes.com
    Forbes 2025 Best-In-State Wealth Management Teams List
    Graystone Consulting-Raleigh, Wichita, Dallas & Kansas City
    Steinberg Forman Group | New York, NY | Morgan Stanley Private ...
    Andy Lee - Workplace Advisor - Equity Compensation
    Andy Lee - Workplace Advisor - Equity Compensation
    The Chase Group | Morgan Stanley Private Wealth Management
    The Chase Group | Morgan Stanley Private Wealth Management
    Jackson Capital Group | Morgan Stanley Private Wealth Management
    Jackson Capital Group | Morgan Stanley Private Wealth Management

    Related Questions

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    Andy Lee
    Andy Lee, photo 1
    Andy Lee, photo 2
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    Location

    San Bruno, California, United States