Chesapeake Wealth Management Group at Morgan Stanley

Mark has over 33 years of experience in the financial services industry. Since beginning his career with Legg Mason in 1992, he focuses on wealth management for individuals and families who require sophisticated advisory strategies for the preservation, growth, and transfer of wealth. He provides investment planning and consulting services tailored for a variety of individual and institutional investors. Mark has an extensive background in employer sponsored retirement plans and holds the title of Corporate Retirement Director which is held by less than 400 advisors within Morgan Stanley globally. He possesses experience and knowledge in plan design, investment strategy, administration, fiduciary issues, vendor selection, participant education, fee benchmarking and all other aspects of corporate retirement plan strategy. His extensive training substantiates his ability to help retirement plan sponsors manage their fiduciary responsibilities in an extremely complex retirement environment.

Mark graduated with a degree in Finance from the University of Virginia’s McIntire School of Commerce and holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Plans Specialist℠ designations. Mark has been recognized as a Five Star Wealth Manager*, annually, from 2012-2023. Mark is a native Baltimorean, an active community member, and currently resides in Towson, MD with his wife and twin sons.

2012-2023 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2023)
These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:

2023 Award - 4/18/22 - 10/21/22
2022 Award - 5/10/21 - 11/12/21
2021 Award - 4/27/20 - 10/30/20
2020 Award - 4/19/19 - 11/13/19
2019 Award - 4/19/18 - 11/07/18
2018 Award - 4/21/17 - 11/06/17
2017 Award - 3/26/16 - 11/11/16
2016 Award - 6/16/15 - 11/09/15
2015 Award - 6/16/14 - 11/09/14
2014 Award - 6/16/13 - 11/09/13
2013 Award - 6/16/12 - 11/09/12
2012 Award - 6/16/11 - 11/09/11

A CERTIFIED FINANCIAL PLANNER™ with over 30 years of experience, Traci assists affluent individuals, families, entrepreneurs and corporate officers with a broad range of planning services including retirement, education, investment, tax, estate, and intergenerational wealth strategies.

Traci earned the Certified Private Wealth Advisor^® designation from the Booth School of Business at the University of Chicago in partnership with Investment Management Consultants Association^®. This prestigious credential is held by less than 500 practitioners nationwide and signifies an advanced level of understanding of specific life-cycle wealth management challenges facing high net worth families.

Prior to joining Morgan Stanley, Traci was an investment associate at DB Alex Brown concentrating on stock option plans, restricted security and 10b5-1 transactions, as well as other wealth management strategies for highly compensated corporate executives. She served as a youth mentor for My Sister’s Circle, a comprehensive, relationship-based program designed to mentor girls from disadvantaged Baltimore neighborhoods. A native of Syracuse, Traci graduated with a degree in Business Administration from Ithaca College. She resides in Severna Park, Maryland with her husband.

With over 20 years of experience, Kurt is a CERTIFIED FINANCIAL PLANNER™ designee. This professional credential, conferred by the Certified Financial Planner Board of Standards, Inc., is a rigorous educational endeavor requiring mastery of nearly 100 topics on integrated financial planning, and involves very strict ongoing educational commitments. Kurt also holds his Chartered Retirement Plans Specialist℠ designations to demonstrate his extensive knowledge in creating and implementing retirement plans for businesses. Kurt is our Director of Alternatives to assist in offering knowledge and advice concerning alternatives.

Kurt serves a diverse group of affluent clients with a broad range of virtual family office services. These services include wealth planning, investment consulting, portfolio construction, philanthropic strategy, retirement income planning, and insurance analysis. Kurt’s goal is to develop a comprehensive, customized wealth management strategy for each client, then couple that strategy with ongoing dialogue and proactive communication.

Kurt is a graduate of Cornell University. He completed Cornell’s ROTC program and was commissioned as a U.S. Army Officer in 1994. Kurt serves on the boards of the Red Cross of Central Maryland, the Roland Park Annual Fund, and Roland Park Baseball Leagues. Kurt has earned a certificate in Financial Planning from New York University. He resides in Baltimore City with his wife and three children, and enjoys coaching youth athletics, running, cooking, travel, and spending time with his family.

Gavin is a CERTIFIED FINANCIAL PLANNER™ with over 13 years of industry experience, spending his entire career with Morgan Stanley.  He joined the Chesapeake Wealth Management Group as an intern in 2012 before being hired full-time as a Product Specialist with Morgan Stanley’s Consulting Group in Wilmington, DE. 

Upon obtaining his series 7 & 66 licenses in 2014, Gavin rejoined the Chesapeake Wealth Management Group as a Registered Client Service Associate.  In July of 2018, Gavin transitioned into the role of Financial Advisor where he works with clients to develop and monitor financial plans with a focus on liability management, education planning, and socially responsible investing.

Gavin has been a Maryland resident his whole life, graduating from the John Carroll School in Bel Air, MD before attending Washington College on Maryland’s Eastern Shore where he was a member of the soccer team. He serves on both the John Carroll Alumni Advisory Board and acts as co-chair for the Baltimore Chapter of Washington College’s Alumni Association. Outside of the office, Gavin enjoys spending time with his wife, son, and their golden retriever.

Drawing on over 17 years of experience in the financial industry, Todd serves as the team’s Director of Investments, a prestigious title actively held by only a small number of Morgan Stanley employees globally.  Todd works with team members on investment screening and selection processes, portfolio allocation development, comprehensive risk management, and strategy implementation.  The collaborative approach is bolstered by frequent conversations with portfolio managers, economists, and other industry experts. He holds his Series 7 & 66 licenses. 

Todd graduated with a bachelor’s degree in Business with a concentration in Finance from Mount Saint Mary's University.  Prior to joining the team in 2006, he spent a few years in the finance department of a national non-profit organization and establishing and managing a family retail business.  Todd continues to work closely with area non-profits and has held positions on a few boards and committees.  He is also active in the local Lithuanian community and is currently a board member for the Lithuanian Hall Association

Noah is a Registered Client Service Associate. Starting his career off at Morgan Stanley, Noah joined the Chesapeake Wealth Management Group as an intern in 2022 before being hired full- time. Noah cultivates and enhances client relationships, and ensures key information and documentation remains current. Noah’s ambition, hard work, and teamwork makes him a vital member of the team. Noah enjoys making a positive impact on clients and using his analytical skills for research. He holds his Series 7 & 66 licenses.

Noah is a recent graduate from Binghamton University, where he obtained his B.S. in Financial Economics. Outside of the office, Noah enjoys going to concerts, travelling, and skiing.

Taylor is a Client Service Associate with the Chesapeake Wealth Management Group at Morgan Stanley. Starting her career off at Morgan Stanley in Finance, Taylor joined the Chesapeake Wealth Management group as an intern in 2023 before being hired full- time. Taylor’s primary responsibility is managing and enhancing the client’s experience, beginning with client onboarding, asset tracking, funds movement, and assisting the Financial Advisors.

Taylor has been a Maryland resident her whole life. She is a recent graduate from Towson University, where she obtained her B.S. in Financial Investments. Taylor is an active community member, and currently resides in Baltimore.