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Andrew Hartman
Financial Advisor with The Legacy Impact Group at Morgan Stanley
Professional Background
Andrew Hartman is an accomplished Financial Advisor and a dedicated member of The Legacy Impact Group at Morgan Stanley Wealth Management. With over a decade of experience in the financial services industry, Andrew has developed a robust expertise in areas such as Institutional Fixed Income and investment strategies that prioritize the unique financial goals of his clients. The Legacy Impact Group boasts over 55 years of combined financial experience, reflecting a strong foundation in wealth management and client-focused financial services.
At The Legacy Impact Group, Andrew and his team differentiate themselves by focusing on the long-term financial aspirations of each client. They emphasize a holistic approach to wealth management, ensuring that every aspect of the clients' financial landscape is considered. By collaborating closely with clients' CPAs and estate attorneys, the team delivers comprehensive family office-type services, which are tailored to meet the diverse needs of High Net Worth clients. Andrew's commitment to using probability analysis to guide investment decisions allows him to educate clients on the importance of planning for factors such as sequencing returns, tax efficiency, and low-cost investing. This educational aspect is a cornerstone of The Legacy Impact Group's philosophy, helping clients remain disciplined and informed throughout their investment journey.
Education and Achievements
Andrew is a proud alumnus of the University of Colorado at Boulder, where he obtained a Bachelor's degree in Quantitative Finance and Economics. This academic background has provided him with the analytical tools and understanding necessary to navigate the complexities of modern financial markets effectively. Over the span of his career, Andrew has held various prestigious positions that have further solidified his expertise and reputation in the industry.
His previous roles include serving as a Director at CMG Securities and as a Vice President at BlackRock, one of the world’s leading asset management firms. Additionally, Andrew has significant experience from his time at Goldman Sachs, where he held several important positions, including Vice President in Credit Sales and Credit Sales Associate. His foundational role as a Credit Sales Associate at Morgan Stanley also contributed to his comprehensive understanding of institutional financial services.
Andrew’s extensive professional journey is characterized by a commitment to integrity, trust, and honesty, values he lives by and instills in his professional interactions. This approach has helped him build lasting relationships with his clients, ensuring that their best interests are always prioritized.
Personal Life
Outside of his professional endeavors, Andrew Hartman maintains a balanced life enjoying outdoor activities with his husband, Brad. Residing in San Francisco, they often engage in skiing, hiking, and exploring new travel destinations together. Their love for adventure and the great outdoors reflects a vibrant and active lifestyle, which they cherish alongside quality moments spent with family, friends, and their beloved goldendoodle, Ollie. This fulfilling personal life complements Andrew's professional pursuits, allowing him to maintain a well-rounded perspective on the importance of both work and leisure.
In conclusion, Andrew Hartman is a seasoned financial advisor whose extensive experience in investment management and client relations makes him a valuable asset to The Legacy Impact Group at Morgan Stanley Wealth Management. His dedication to educating clients and prioritizing their unique financial needs showcases his commitment to integrity and excellence in wealth management. Andrew’s professional journey continues to inspire those around him, emphasizing the significance of a disciplined approach to investing and the impact of trust in the advisor-client relationship.
Achievements
- Over a decade of experience in financial services, specializing in Institutional Fixed Income.
- Member of The Legacy Impact Group at Morgan Stanley Wealth Management, recognized for its client-centric approach and extensive financial expertise.
- Successfully educated multiple High Net Worth clients on effective investment strategies focused on tax efficiency and low-cost investing.
- Proven track record of building and maintaining strong relationships with clients through trust and integrity.
- Comprehensive understanding of various financial instruments built from his experiences at top-tier financial firms including Goldman Sachs and BlackRock.
