Welcome

As your financial advisory team, we employ a collaborative approach to helping you identify and achieve your financial goals. We are experienced in the development of strategies for such goals as income production, college and retirement funding, tax deferral, and intergenerational wealth transfer. Using the firm’s vast array of resources, our team can help you develop, implement and monitor a plan to address your unique needs.



Should you choose to work with the CBLH group, you will have access to some of the world’s most seasoned and respected investment professionals, world-class advice, a premier trading and execution platform, and a full spectrum of investment options.
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Working With You

The CBLH group focuses on comprehensive family wealth management.  We emphasize retirement and legacy planning with a select group of clients.  Working through a fact finding process, we identify specific needs among the 13 wealth management issues and assist our client in prioritizing and addressing those needs.

We have over 75 years of investment work experience and the ability to tap the resources of one of the largest and most prestigious financial firms in the world.  We utilize our network of other financial representatives in our communities to help you accomplish your on your financial goals.

While wealth accumulation is important, it is simply a means to an end.  Educating children and grandchildren, home ownership, retirement income planning, travel, recreational and philanthropic passions, as well as legacy concerns are the real wealth management goals we strive to address with both our new and long-time clients.  Morgan Stanley offers a breadth of professional specialists to help us to provide solutions that are tailored to our client’s specific needs and circumstances.

    Location

    2211 York Rd
    Ste 100
    Oak Brook, IL 60523
    US
    Direct:
    (630) 573-9654(630) 573-9654

    Meet CBLH Group

    About Me

    Chris developed his interest in finance while taking and investment class at Oak Park River Forest High School.  As his passion for investing grew, his Dean Witter Reynolds Financial Advisor befriended and hired him upon graduation from Texas Christian University.

     

    His career with Morgan Stanley and predecessor firms (including Dean Witter) spans over 30 years.  Chris has also served as a former Assistant Branch Manager for the Oakbrook office as well as the branch insurance and annuity coordinator. 

    He currently holds the title of First Vice President, Wealth Advisor.  Within the team, he is active in the design of the portfolio management accounts, team strategy and review of insurance based investments.

     

    As the markets and financial management became more complex, he sought to add value to client relationships by integrating additional educational and certification programs.  He was awarded the industry-recognized CERTIFIED FINANCIAL PLANNER designation in 1993.

     

    Beyond his work at Morgan Stanley, having taught investment classes to adults at both the College of DuPage and Elgin Community College has helped facilitate a better understanding and learning process for the team's clients.

     

    He is married to a Registered Nurse and has three children.  Chris has served as a Secretary for the Board of Commissioners for the Tri-State Fire Protection District in Darien, Illinois.   Volunteering and community service has been an important part of his life.  He has taken on leadership roles in the Cass District 63 Foundation for Educational Excellence, YMCA Adventure Guides Program and Darien Youth Club.  He also volunteers for the Northern Illinois Food Bank, Feed My Starving Children and the Epsilon Beta Educational Fund (benefiting the Delta Tau Delta chapter at TCU).
    Securities Agent: AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI; Investment Advisor Representative; General Securities Representative; Managed Futures
    NMLS#: 1262054

    About Me

    Mr. Curtin is a CERTIFIED FINANCIAL PLANNER™  certificant and Wealth Advisor in Morgan Stanley, where he has worked for over 18 years. He provides strategic guidance on such matters as portfolio construction, family wealth management, security selection, retirement and college planning, and intergenerational wealth transfer.
     
    Mr. Curtin has experience with equity instruments, including common and preferred stock, American Depositary Receipts (ADRs), mutual funds, exchange-traded funds, and unit investment trusts.  He has been trained in a variety of fixed income instruments, such as corporate bonds, commercial paper, municipal bonds, U.S. Treasury securities, and government agency securities, such as those of the Federal National Mortgage Association and the Government National Mortgage Association.  He is knowledgeable in various derivative instruments, including equity options, foreign currency and index options, and managed futures. 
     
    In addition to having immediate access to Morgan Stanley’s financial planning resources, Mr. Curtin draws on the expertise of the firm's network of analysts, strategists, economists, and other specialists in a way that allows him to best serve each client's specific needs. Mr. Curtin has managed or supervised the financial assets of corporate executives, profit sharing plans, pension plans, trusts and corporations, and counts current and past employees of Morgan Stanley and other financial institutions among his clients.
     
    Mr. Curtin's investment philosophy involves carefully evaluating each client's needs, and customizing a strategy to addresses those needs.  Mr. Curtin has been recognized annually in Chicago Magazine since 2012 as one of Chicago’s top Wealth Managers, most recently in the publication’s November 2016 edition. 
     
    Mr. Curtin currently holds the Financial Industry Regulatory Authority (FINRA) Series 7, 66 and 31 licenses, and in registered in 29 U.S. states.  He holds a Bachelor of Science degree in Business Administration from Roosevelt University.  Prior to his employment at Morgan Stanley, Mr. Curtin was a principal of a 500+ employee consulting engineering business, were he was responsible for that firm’s Chicago office, one of several nationwide.
    Securities Agent: AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI; Investment Advisor Representative; General Securities Representative
    NMLS#: 1482023

    About Me

    John Hong is a partner at CBLH Group at Morgan Stanley. John’s focus is geared towards working with new relationships for the team & continuing to enhance already existing relationships.  He was a trader at the CBOT, NYSE, and Nasdaq Exchanges for over 16 years and brings a unique perspective of the market. Having traded through the 2001 and the 2008 crisis, he is an advocate for financial planning and disciplined investment strategy.



    John resides in the northwestern suburbs of Chicago with his wife, Cathy, twin daughters, Kaitlyn & Ella, and his son, Ethan.  He enjoys volunteering in his son’s baseball little league and with his daughters’ soccer team.
    Securities Agent: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI; Investment Advisor Representative; General Securities Representative
    NMLS#: 1285398

    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

    More from Morgan Stanley

    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
    Learn more about Morgan Stanley and Justin Rose: A Winning Team
    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Ready to start a conversation? Contact CBLH Group today.
    Market Information Delayed 20 Minutes
    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

    The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


    CRC 2019752 10/2018