Chesapeake Group at Morgan Stanley

For more than 34 years at Morgan Stanley, Rick has developed and delivered equity compensation plans for the team’s public company clients. As the leader of Chesapeake Group’s Corporate Executive Services practice, Rick focuses on 10b5-1 plan creation, Rule 144 transactions and wealth management for corporate executives. He has earned the designation of Executive Financial Services Director, awarded by Morgan Stanley to a limited number of advisors trained to design and manage insider transactions. He has also earned the Lending Specialist designation.

Rick received a Bachelors Degree in  History from Rutgers. Committed to making a positive impact in the lives of others, Rick volunteers with a number of organizations, including Plantree Advisory Committee at Fauquier Hospital, Comfort Cases, PACT Pet Fostering for Veterans, The 911 Memorial Bike Trail and Relay for Life.

Since beginning his career with Morgan Stanley in 2004, Patrick has focused on delivering proactive planning to clients of Chesapeake Group.  In his current role as Senior Vice President, he advises the firm’s private clients, tailoring a plan to each client’s specific goals, in concert with his or her other trusted advisors. As a Morgan Stanley Family Wealth Director - a designation earned by fewer than 5% of Morgan Stanley Financial Advisors - Patrick is well qualified to help clients and their families navigate the dynamics of generational wealth.

Patrick has earned the Certified Financial Planner™ designation and is among fewer than 2,500 Certified Private Wealth Advisor™ designees nationwide, a status achieved after successfully completing a rigorous training program through the Investments & Wealth Institute and the the University of Chicago’s Booth School of Business.

A graduate of the Villanova University School of Business, Patrick and his wife try to keep up with their three young children in Vienna, VA.  When not coaching lacrosse or soccer, or adventuring with Scouts, Patrick enjoys sneaking away for the occasional ski or golf trip.

Suzanne has worked with Morgan Stanley for more than 30 years, serving the needs of individuals and corporate clients facing challenges in managing personal wealth. Her diverse industry background positions her to serve clients with issues ranging from wealth management for private clients to the nuances of managing corporate equity compensation plans.  As a testament to her knowledge and experience in the equity compensation field, Suzanne has earned the Certified Equity Professional^® certification.

Suzanne received her B.S. in Biology from the University of Connecticut.  She is active in her community in Loudoun.  Outside the office, she enjoys staying active, travelling, appreciating good food and wine, and spending time with her family and friends.

With more than 27 years of experience in the financial services industry, Dianna has spent her entire career with Morgan Stanley and its predecessor firms. She brings a lot of experience to the table, having worked on many sides of the business that included Branch Operations Management, Client Service and Administrative Consulting work.

She joined The Chesapeake Group in 2014 and specializes in providing exceptional client service while safeguarding client assets with diligence and attentive care. She provides the team’s Financial Advisors with administrative and operational support, and assists the Stock Plan Team with trade execution and back-up support. Dianna is licensed in Series 7, Series 63, and Series 65.

Outside of work, Dianna enjoys travelling and staying active with her family. They love exploring the great outdoors together – sailing, hiking, camping, and taking day trips to just about anywhere.

Mark joined The Chesapeake Group in 2018 and has quickly become an integral part of the team. He focuses on delivering superior value-added service to stock plan participants. With a strong work ethic and an attentive approach, he resolves inquiries with meticulous care and a keen understanding of clients’ larger financial goals. Mark is Series 7 licensed.

A graduate of Roanoke College, Mark played four years of collegiate soccer and earned a bachelor’s degree in business administration. Outside of work, he enjoys staying active and continues to play two to three games of soccer per week.

Jelena Milosevic is a Client Service Associate at Morgan Stanley. She joined the firm in 2023 and has previous experience in retail management.

Jelena is originally from Serbia and holds a degree in Economics and Banking. Outside of work, she enjoys spending time with her puppy.