Why Us?

As a team specially designated and trained by our firm to work with high net worth families, we skillfully coordinate our client’s financial needs and goals in a holistic fashion, and act as your advocate in all wealth matters. Our team operates on the principles of transparency, respect and objectivity. No conflicts. No hidden agendas. By offering institutional quality financial planning and non-proprietary asset management vehicles, we provide wealth advisory solutions from a perspective very different than traditional financial advisors. This combination of personal attention and access to the firm’s most senior and experienced intellectual capital entitles you to a different kind of working relationship with our firm; designed to meaningfully integrate your life and your wealth.
Services Include
  • Financial Planning1
  • Asset Management2
  • Business Planning3
  • Retirement Planning4
  • Alternative Investments5
  • Corporate Retirement Plans6
  • Divorce Financial Analysis7
  • Executive Financial Services8
  • Wealth Consulting
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Gregory Hurlbrink named to Forbes' first ever list of Best-in-State Wealth Advisors 2018

  • Gregory Hurlbrink named to Barron's "Top 100 Financial Advisors" for 5 consecutive years
  • Gregory Hurlbrink named #1 in Baltimore, MD for 3 consecutive years by Barron's "Top 1000 Financial Advisors by State"
  • Gregory Hurlbrink named to Barron's "Top Financial Advisor by State" 2008 - 2017

Location

650 South Exeter St.
Suite 1100
Baltimore, MD 21202
Direct:
(410) 736-5320(410) 736-5320
Toll Free:
(800) 837-5833(800) 837-5833

Meet Chesapeake Wealth Management Group

Photo of Mark Altemus

Mark Altemus, CFP®

First Vice President, Financial Advisor, Corporate Retirement Director

Phone:
(410) 736-5317(410) 736-5317
Photo of Traci Mitchell

Traci Mitchell, CFP®

Vice President, Wealth Management, Financial Advisor, Family Wealth Advisor

Phone:
(410) 736-5318(410) 736-5318
Photo of Kurt Overton

Kurt Overton, CFP®

Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist

Phone:
(410) 736-5335(410) 736-5335
Photo of Brian Harrison

Brian Harrison

Vice President, Group Director

About Me

Greg Hurlbrink is a Managing Director at Morgan Stanley with 29 years of financial planning and investment consulting experience.  Mr. Hurlbrink heads a team of 8 professionals addressing the comprehensive investment consulting needs of institutions and ultra-high net worth families. Greg was named a Top 1200 Financial Advisor by Barron's.

Over his career, Greg has been a frequent speaker for investor and trade groups, and a source for local and national financial media. A native Baltimorean, Greg is an active member in his community, serving on several volunteer boards and committees.  Greg lives in Baltimore County, Maryland with his wife and three children.
Securities Agent: AL, AZ, CA, CT, DC, DE, FL, GA, ID, IL, MA, MD, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1268335

About Me

Since beginning his career with Legg Mason in 1992, Mark has focused on advising individuals and families who require solutions for the protection, growth, and transfer of wealth.  Mark has an extensive background in employer sponsored retirement plans and is the primary consultant to the team’s corporate retirement plan clientele.  He has a deep understanding of plan design, investment strategy, fiduciary responsibility, vendor selection, participant education, fee benchmarking and all other aspects of corporate retirement plan strategy.

Mark graduated with a degree in Commerce from the University of Virginia’s McIntire School of Commerce and holds the CERTIFIED FINANCIAL PLANNER ™ designation.  He is a native Baltimorean and an active community member. Mark resides in Baltimore, Maryland with his wife and two sons.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1290616

About Me

A CERTIFIED FINANCIAL PLANNER ™ with over 20 years of experience, Traci assists affluent individuals with a broad range of planning services including retirement, investment and intergenerational wealth planning.   She recently earned the Certified Private Wealth Advisor® designation from the Booth School of Business at the University of Chicago in partnership with IMCA®.  This prestigious credential signifies an advanced level of understanding of wealth management challenges facing high net worth families.
 
Prior to joining Morgan Stanley, Traci was an associate at DB Alex Brown concentrating on stock option plans, restricted stock and 10b5-1 transactions for corporate executives. 

A native of Syracuse, Traci graduated with a degree in Business Administration from Ithaca College.  She is an active youth mentor with Sisters Circle and resides in Severna Park, MD with her husband.
Securities Agent: AL, CA, CT, DC, DE, FL, GA, IL, MA, MD, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1282557

About Me

Kurt serves a wide range of clients with diverse investment needs and profiles.  His areas of focus include wealth planning, investment portfolio construction, and managing investor behavior.  Kurt is a CERTIFIED FINANCIAL PLANNER TM designee.  This professional credential is a rigorous educational endeavor requiring mastery of nearly 100 topics on integrated financial planning, and involves very strict ongoing educational commitments.

A graduate of Cornell University, Kurt completed Cornell’s ROTC program and was commissioned as a U.S. Army Officer. Kurt serves on the boards of Red Cross of Central Maryland, Roland Park Baseball Leagues,  and Roland Park Annual Fund.  He resides in Baltimore, MD with his wife and three children and enjoys coaching youth athletics and running.
Securities Agent: AL, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1297972

About Me

Gavin is a CERTIFIED FINANCIAL PLANNER™ with over 6 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 his clients to develop and monitor financial plans, with a focus on socially and environmentally 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 fiancé, Kelsey, and their Golden Retriever, Sadie.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV; Investment Advisor Representative; General Securities Representative
NMLS#: 1780438

About Me

Todd serves as the team's Consulting Group Analyst, a prestigious title actively held by less than 400 Morgan Stanley employees globally.  Todd's responsibilities include investment performance monitoring and measurement, asset allocation modeling, evaluation and selection of investment management organizations, and analysis of portfolio holdings.

Prior to joining the team in 2006, Todd spent two years in the finance department of a national non-profit organization, where he continues to serve as treasurer.  He graduated witha Bachelor's degree in Business from Mount Saint Mary's University.

About Me

Brian manages all of the team's administrative functions, including new account implementation, internal transfers from outside banks and brokerages, income distribution and statement reconciliation.  His oversight into all client account activity and other internal processes ensures there are strict controls in place to deliver reliable, prompt and courteous client service.

With over 3 decades of supervisory experience in the financial services industry, Brian has earned a well-deserved reputation for his consistent demonstration of client service excellence.  A native and lifelong resident of Maryland, Brian lives in Baltimore County with his wife.

About Me

Lindsey joined the team in May 2018 and comes to us with seven years of financial services industry experience.  She is a graduate of Washington University in St. Louis and earned her master's degree from the University of Michigan.

About Me

Julia recently graduated with an honors designation from the University of Michigan, Ross School of Business.  She spent the summer of 2017 with us as an intern and joined the team as a Client Service Associate in May 2018.

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
How to Prepare for Changes this Tax Season

How to Prepare for Changes this Tax Season

April 15th will be here before you know it. Here’s an overview of the latest tax changes and what the new law could mean for your situation.

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.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Managing Family Conflict

Managing Family Conflict

Conflict in families can be devastating. And all too often, when we total up the costs, the most significant ones aren't measured in dollars, but in shattered relationships.

More from Morgan Stanley

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 Chesapeake Wealth Management 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.

1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

6Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

8Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

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