Core Purpose Wealth Management at Morgan Stanley

Kyle Chudom
Managing Director, Wealth Management
Investing with Impact Director
Senior Portfolio Management Director


Throughout my career, I have maintained a steadfast commitment to innovative ideas, products and financial solutions on behalf of a select group of individuals, families and businesses. I define success as witnessing clients enjoy the things in life that bring them joy, meaning and purpose.

As the founding member of Core Purpose Wealth Management, I support the team with leadership, mentorship and vision. Early in my career, I understood the benefits of a team approach and pioneered one of the first financial advisor teams at Morgan Stanley. I am proud of the 16 individuals who comprise our team. We leverage our diverse talents and help our clients successfully navigate the complexity of each individual and unique financial scenario.

As the visionary of the team, I am passionate about leading our conscious/impact investing efforts as well as our Investment Policy Committee. One of our most important responsibilities is developing investment strategies for our clients that are suitable for their distinct and specific needs. We support a strategic and broadly diversified investment approach, as well as ongoing disciplined management of our client’s portfolios.

I believe every dollar invested has the potential to cause a positive impact. As an Investing with Impact Director, I focus on the client’s personal values and build investment strategies with the goal of contributing to their ideal vision of the world. I was an early adapter of incorporating Exchange Traded Funds (ETFs) into portfolios. This catalyst lead me to the concept, and ultimately, the creation of an ETF that invests solely in conscious companies.

My career at Morgan Stanley began in 1984 after graduating from Alma College in Michigan. I subsequently completed advanced studies at the Wharton School of the University of Pennsylvania. I am a long-standing member of Morgan Stanley’s Chairman’s Club, which recognizes the firm’s leading financial advisors. Our team focuses on excellence and innovation. We are honored that several publications including Forbes, Barron’s, Chicago Magazine and Research Magazine have recognized us as leaders in the financial services industry.

My interests outside of work include spending time with family, hiking/exploring with Karma (my loyal Golden Retriever), practicing yoga, playing tennis and enjoying almost any activity that includes water.

Forbes America’s Top Wealth Management Teams
Source: Forbes.com (Awarded Nov 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22.


2021-​2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2014-2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2014) Data compiled by Financial Times based on time period from 9/30/12 - 9/30/13.

Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Apr 2013) Data compiled by Financial Times based on data as of 12/31/12.

Eric Hayes
Executive Director, Wealth Management
Financial Advisor
Senior Portfolio Management Director
Family Wealth Advisor
Workplace Advisor - Equity Compensation

As an Executive Director with Core Purpose Wealth Management, I am passionate about creating lasting value for clients. Helping clients articulate their goals, build holistic custom financial plans, and navigate the fluctuations of the financial markets and life’s circumstances has been my mission for more than two decades. Financial literacy is one of my cornerstone passions. I take advantage of every conversation to help our clients strengthen their knowledge and understanding of their personal finances and the markets.

Growing my own knowledge is equally important to me. I earned advanced credentials and designations and received national and regional recognition. I am a member of Morgan Stanley’s Masters Club, which recognizes a select group of top performing financial advisors. Along with my team, I have been named to Research Magazine’s, “ETF Advisor Hall of Fame” and am featured in the book, “Winning with ETF Strategies”, by author Max Isaacman. In 2021, Forbes Magazine and SHOOK Research named me to their “Best-in-State Wealth Advisors in 2021”.

Within our team, I focus on developing and building strong client relationships, contributing to investment policy decisions and managing our 16-member team. As a Senior Portfolio Management Director and a member of the Core Purpose Wealth Management Investment Policy Committee, I collaborate on the design and ongoing review of the various investment models we employ - always with the goal of meeting our client’s unique objectives.

Conscious Investing and Impact Investing are also strong interests of mine. I believe that every dollar invested can make a positive impact. I enjoy creating investment strategies that allow clients to focus on their individual beliefs and invest in ways that can contribute to their personal vision of an ideal world.

In 2017, I completed an accredited program that focuses on the skills needed to help families communicate about money and values, share their goals, and grow and protect wealth across generations. This resulted in me earning the designation of Family Wealth Advisor. In 2019, I added Workplace Advisor - Equity Compensation to my list of credentials, focusing on my deep understanding of how to transform Equity Compensation and Executive Benefits into comprehensive, goals-based wealth management solutions.

Raised in the Chicago suburbs, I became interested in the financial markets as a teenager. Reading the annual reports of the telephone companies where my father worked sparked my interest in personal finance and the markets and my passion grew from there. I entered the Financial Services Industry in 1996 after earning a Bachelor of Science degree and joined Morgan Stanley in 2000.

In my free time, my wife, Jennifer, daughter Emma, and I pursue our shared and individual passions. Jennifer is a talented teacher, musician and amazing Mom to Emma. Emma is a skilled equestrian. I have been piloting airplanes since I obtained my license during my teenage years and have been working on building an airplane. I served for many years as a board member of the Illinois Aviation Museum at Bolingbrook. As a family, we are avid outdoors people, taking every opportunity to camp, and travel to wilderness destinations for adventures.

Forbes America’s Top Wealth Management Teams
Source: Forbes.com (Awarded Nov 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22.


2021-​2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2014-2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2014) Data compiled by Financial Times based on time period from 9/30/12 - 9/30/13.

Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Apr 2013) Data compiled by Financial Times based on data as of 12/31/12.

Ryan M. DeProsperis, Senior Vice President, CRPS^®
Senior Portfolio Management Director
Financial Planning Specialist
Workplace Advisor – Equity Compensation
Financial Advisor

I craft custom financial solutions for our clients that address the challenges and circumstances that are unique to their special situation. I am actively engaged in the team’s Investment Policy Committee. Working together, we collaboratively make strategic investment decisions affecting our clients’ portfolios. I also focus on building new client relationships for the team, enhancing existing relationships and working with small businesses on developing customized retirement plans.

In 2019, I earned the designation of Chartered Retirement Plans Specialist (CRPS^®), after successfully completing a graduate-level course in creating, implementing, and maintaining organizational retirement plans. I apply this knowledge to our work with small businesses, sole practitioners, and B-Corporations to determine which plans are best for both employees and the business and structure unique plans for each specific business.

I have always been interested in finance and economics. Early on, my parents gifted me with twenty shares of a public company, and I remember reading through the annual reports that my dad brought home. I was fortunate to have joined Kyle Chudom as a high school intern in 1995 and remained with the team as I pursued my finance degree at DePaul University, becoming a Financial Advisor with the team after graduating in 2002.

Outside of work, I am involved in several of my children’s activities and enjoy being active, roasting coffee, brewing the occasional beer, and traveling with my family. My wife, Kate and I reside in the western suburbs of Chicago with our two boys, Benjamin, and Joshua.

Mary McGovern, CFP^®, QPFC^®
Associate Vice President, Wealth Management
Financial Advisor
Financial Planning Specialist

I help people achieve their dreams. As a Certified Financial Planner™ (CFP^®) and Financial Advisor, I look at the big picture of your financial situation and work with you to build a pathway to achieve your goals. Through our holistic approach, we implement smart, thoughtful solutions that meet your unique objectives.

As a Financial Planning Specialist and one of three CFP^®s with Core Purpose Wealth Management, I oversee our team’s financial planning efforts to ensure that every client has a strong, comprehensive plan that considers the entirety of their life. You can expect me to take a collaborative, transparent, and holistic approach to every issue we tackle. I will help you strike a balance between risk and reward, between short-term requirements and long-term needs, between family obligations, business needs, and personal goals and dreams.

I enjoy applying my knowledge and experience as an equity analyst in assisting the team research and select investments for our client’s portfolios. Helping you achieve your financial dreams is a second career for me. After graduating from Eastern Illinois University with a BS degree in business administration, I joined Northern Trust Company where I spent most of my tenure in the Investment Research Department. In 1997, I earned an MBA from DePaul University’s Charles H. Kellstadt Graduate School of Business and was promoted to the position of senior equity research analyst. In this role, I was responsible for rendering investment opinions to outside clients and a network of over 150 portfolio managers on companies in the telecommunications services, chemical and heavy machinery industries.

After nearly a decade at Northern Trust, I left the workforce to raise four children. Fast-forward another decade to 2012, when I re-entered the workforce as a Wealth Advisor Associate with Morgan Stanley. In 2013, I passed the CFP^® exam and joined the team. As a working mother, I understand the push-pull balance of life and the decisions that many women have to navigate. Achieving financial equilibrium, particularly as you accumulate wealth and responsibilities takes significant time and energy. I am committed to ensuring that all of our clients feel confident and comfortable with their decisions around finances and investments.

I am a Chicago native and have lived here my whole life. Outside of work, I love spending time with family and friends and, when time permits, I will curl up with a good book.

Mr. Curtin is a CERTIFIED FINANCIAL PLANNER™ certificant and Wealth Advisor at Morgan Stanley, where he has worked for over 25 years. He provides strategic guidance on such matters as portfolio construction, family wealth management, security selection, retirement and college planning, and intergenerational wealth transfer. His investment philosophy involves carefully evaluating each client's needs, and customizing a strategy to addresses those needs. 
 
Mr. Curtin has experience with equity instruments, including common and preferred stock, American Depository 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 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 currently holds the Financial Industry Regulatory Authority (FINRA) Series 7, 66 and 31 licenses, and is registered in 29 U.S. states and the District of Columbia. 

Sean Graft, CFP^®, QPFC
Associate Vice President
Workplace Advisor - Equity Compensation
Insurance Planning Director
Financial Planning Specialist
Financial Advisor

As a Certified Financial Planner™ and Financial Advisor with the Core Purpose Wealth Management , my goal is to build strong relationships with our clients and make a positive impact in their lives.

I am passionate about educating our clients about the importance of personal finance. My responsibilities within the team include preparing financial plans for new and current clients, conducting account reviews, assisting with the banking, lending, and insurance capabilities of the team, enhancing existing relationships and establishing relationships with new clients.

In 2019, I earned my Certified Financial Planner™ (CFP^®) designation, which significantly increased my ability to address the wide range of planning considerations, including retirement planning, estate planning, employee benefits, tax planning, investment management and insurance.

I also completed advanced training to earn the designation of Workplace Advisor - Equity Compensation. This specialized credential allows me to help our executive clients navigate through the complexity of compensation incentives and integrate them into a comprehensive wealth management plan.

In addition, I hold the Insurance Planning Director designation which allows me to better incorporate risk management solutions, such as life, disability, and long-term care insurance as well as annuities, into our comprehensive financial planning process.

I graduated with a Bachelor of Science degree in finance and accounting with a minor in economics from Indiana University’s Kelley School of Business in 2010. During the following five years, I worked as a senior data analyst with a large property management firm in the Indianapolis area. In 2016, I was invited to join Kyle Chudom and the team.

Outside of work, I enjoy spending time with my wife, Brittany, and keeping up with our three little ones – Byron, Sasha, and Otto. We enjoy hiking and traveling. I enjoy playing tennis - when I can squeeze it in. Our family lives in Downers Grove, Illinois and can be found frequenting some of the local spots including the weekly Farmers Market!

Julia Schulz, CFP^®, QPFC
Financial Advisor
Financial Planning Specialist
Workplace Advisor - Equity Compensation

Finding the time to focus on your goals, especially the long-term ones, can be difficult. As a Certified Financial Planner™ (CFP^®) and Financial Advisor with Core Purpose Wealth Management, I work closely with you, not only to focus, but to realize your goals and dreams with a solid financial plan that considers the entirety of your life.

As a working mom, I know that long-term and strategic financial thinking is often sidelined by the sheer volume of life’s immediate needs. My goal is to unravel the complexities of your financial circumstances, develop strategies to simplify the process and free up your time so you can pursue your business goals, embark on your adventures and follow your passions.

I grew up on a farm at the “Cross Roads of America” in Effingham, Illinois, and graduated from Illinois State University with a degree in financial accounting. After earning a CPA, I began my career as an accountant and eventually moved into commercial real estate. In the midst of my career, I went back to school and earned an MBA with a focus in finance and real estate from the Kellogg School of Business at Northwestern University.

After marrying my husband Jason, I became a mother in 2004 and proceeded to have five children in 5.5 years. When Jason opened his own commercial real estate company soon after our last children were born, I quickly learned the importance of cash-flow, the art of balance, and how not to waste time.

In 2017, I re-entered the workforce and joined the Chudom Hayes Wealth Management Group as a Financial Advisor. I earned my CFP^® designation in 2020, which enhanced my ability to address the wide range of planning considerations, including retirement planning, estate planning, employee benefits, tax planning, investment management and insurance. Every time I create a financial plan, I know I am making a significant difference in someone’s life. Whenever possible, I make time to connect with other professionals through the National Aging in Place Council.

Outside of work, Jason and I spend most of our extra time driving kids around and cheering them on at volleyball, basketball, swim meets and dance competitions. We love being with them and helping them grow.

Christopher Curtin began his tenure at Morgan Stanley in 2019, and currently works as a Financial Advisor. Having a father who is a Financial Advisor sparked Chris’ interest in finance at a young age. His passion for being a Financial Advisor stems from his drive to help others. Planning for the future can often be a daunting task and is why Chris takes pleasure in helping others plan for retirement, education, estate planning, and other long-term goals.

Chris attended the University of Illinois in Champaign-Urbana. Since joining Morgan Stanley, Chris passed the Securities Industry Essentials (SIE) exam and obtained his Series 7 and Series 66 Licenses as he grew. His approach to investing is all about goals-based planning. If you go into investing blind with your only metric being to make money, you have no way of knowing if you will be able to reach all your goals. By working backwards, we can adjust our approach as needed to ensure that our clients achieve the goals that are most important to them. Chris also puts a great emphasis on not only having a professional relationship with his clients, but a personal one; to learn about their lives and aspirations, in addition to their financial goals.

Chris is a Chicago/Illinois native born and raised. He grew up in the suburbs of Chicago where his love for the city grew. After attending college, he moved into the city’s Wicker Park neighborhood where he currently resides. Outside of the office, Chris roots for Chicago Sports such as the Bears, Bulls, White Sox, and Blackhawks. He also enjoys music and has played the guitar since his childhood.

Oswaldo Alanis, CFP^®, QPFC^®
Financial Planning Specialist
Financial Advisor

I empower clients by giving them tools to build a strategic vision for their financial future. As a Certified Financial Planner and Qualified Plan Financial Consultant, I simplify complex financial concepts to help people match their money goals with what's most important to them. Understanding how money works can change lives, and I help my clients rethink how they use their wealth.

My journey into financial services began in 2017 when I joined the team as an intern. I quickly learned that everyone has a unique money story that shapes their financial attitude and behavior. This sparked my passion for sharing knowledge and becoming a thinking partner during life's most pivotal moments. I am fluent in Spanish, embrace my heritage, and understand what it’s like to thrive in a new culture, where English may not be your first language. I am proud to assist a diverse clientele, celebrate their milestones, and witness the positive impact of strategic financial planning.

I believe the human connection matters most in financial guidance. While the numbers are essential, my focus is connecting with clients, understanding their needs, and helping them achieve their unique goals by using money as a tool. Seeing clients attain their retirement dreams, secure their children's education, or contribute to causes that feed their passion is how I measure my success.

Outside of the office, I find joy in the art of cooking and the sense of adventure from exploring new restaurants. I feel fulfilled by creating memories with family and friends, and nurturing my love of salsa dancing, soccer, and kickboxing. These passions are a reminder of the importance of balance and connection in every part of my life.

My goal is to positively impact the lives of my clients and meet them wherever they are in their financial journey. I aim for every client to be informed and excited about their financial future.

Rosemary Iadarola
First Vice President
Director of Business Strategy


As Director of Business Strategy, Rosemary focuses on the operations of Core Purpose Wealth Management. She works closely with the team to identify the needs of our business and the clients we serve.

Rosemary leverages her extensive experience in various Morgan Stanley management positions where she was responsible for Operations Management, Team Building, Internal Controls, Corporate Real Estate, Human Resources, Conflict Resolution and Securities Regulation to add value to our business.

A graduate of Northern Illinois University, Rosemary earned her degree in Journalism/Advertising and has worked in the financial services industry for more than 30 years. In her free time, she enjoys spending time with family as well as reading and travel.

Series 7, 9, 10, 31, 63, 66 Licensed

Anthony Even
Assistant Vice President
Group Director

As Group Director, Anthony serves as lead administrator of Core Purpose Wealth Management with a focus on the administrative functions of the team including client service, overseeing team coordination and operations. He provides service and support to new and existing clients and is passionate about finding new ways to enhance the client experience.

In his free time Anthony plans new “adventures” with his wife, Kelly and daughters Arlowe and Spencer. He is an avid hunter and fisherman and plans to introduce his daughters to his love of these interests.

Anthony graduated from Concordia University with a degree in Business Management and has been with Morgan Stanley since 2013.

Series 7, 66 Licensed

Moosa Rizvi, CRPC^®, CRPS^®
Assistant Vice President
Financial Planning Analyst*
Financial Planning Specialist
*This role cannot solicit or provide investment advice.

As a Financial Planning Analyst, Moosa focuses on financial planning for Core Purpose Wealth Management. He actively partners with our Financial Advisors to create comprehensive financial plans for new and existing clients.

His journey to the financial services industry began more than a decade ago while he was attending Roosevelt University in Chicago. At that time, he held a position as a Private Banker and simultaneously completed his studies. That experience sparked his passion for developing relationships with clients and guiding them through their financial lives, and ultimately, led him to Morgan Stanley.

In his free time, Moosa enjoys traveling with his wife, Wafa, and spending time with his nieces and nephew. He also loves trying new restaurants and watching basketball, as he is a lifelong Chicago Bulls fan.

Moosa graduated from Roosevelt University in 2013 earning a Bachelor of Science degree in Business Administration and joined the team in 2017.


Series 7, 63, & 65 Licensed

Lin Mata
Assistant Vice President
Business Development Associate

Lin serves as a Business Development Associate for Core Purpose Wealth Management. Her responsibilities include assisting clients with opening accounts, facilitating transfers of cash and securities, providing guidance on Morgan Stanley’s menu of digital tools, and managing projects to further enhance the client experience. Lin’s strong attention to detail contributes to identifying and implementing new procedures to increase overall productivity.

Her years of experience dedicated to the financial services industry have fostered numerous lasting relationships with both clients and colleagues. Lin’s history of working with individuals and families has provided her with a broad understanding of the needs our clients face today.

Lin’s passions include her love of food, jigsaw puzzles, traveling and meeting new people. While most of her family live in Chicago’s Western suburbs, she has a daughter who resides in Boston.

Lin joined Morgan Stanley in 2014.

Series 7, 66 licensed

Antoni Wolan Jr.
Assistant Vice President
Portfolio Management Associate

As a Portfolio Management Associate, Antoni (“Toni”) serves as the lead trader for Core Purpose Wealth Management. With hands-on experience on the institutional trading side and as a market research analyst, he focuses on trade execution across multiple asset classes and assisting the team with its analytical and research needs.

Toni graduated from the University of Wisconsin-Whitewater, Magna Cum Laude with a degree in Finance and has been with Morgan Stanley since 2015. He enjoys outdoor activities with his wife Marzena and children Niko and Adela as well as travel, photography, and billiards. In addition to English, Toni is fluent in Polish and happy to assist clients with any language needs.

Series 7, 66 Licensed

Laura Berglund
Registered Client Service Associate

Laura began her career on the floor of the Chicago Board of Options Exchange and subsequently worked at Bacon Whipple/Stifel Nicolaus, Mesirow and Bear Stearns in various trading roles.
After more than 15 years in the financial services industry, she retired from her position as an Institutional Sales Trader at Bear Stearns to raise her children. Several years later, Laura re-entered the workforce and joined the team.

As a Registered Client Service Associate, Laura enjoys applying her knowledge and experience of nearly 20 years to her role, where she focuses on superior client service. In addition to acting as the editor of our team’s video productions, Laura is responsible for facilitating IRA rollovers, opening new accounts, cash flow needs, digital onboarding, estate processing, and meeting preparation.

A native of Chicago, Laura enjoys spending time in the city whenever possible. She loves visiting family and friends, dinner parties, concerts, festivals, hiking, traveling, and just about any activity on the water.

Series 7, 63, & 66 Licensed

Aseen Amin
Registered Client Service Associate

Aseen earned a Bachelor of Science degree in Economics from The University of Iowa and began his career at Wells Fargo Home Mortgage in the Des Moines, Iowa area. Advancing internally to Wells Fargo Advisors in Naperville, Illinois, he gained expertise in the Operations side of Wealth Management which sparked greater interest in the financial industry.

Prior to joining Morgan Stanley, Aseen mastered his customer service and management skills by running his family-owned hospitality business. The family hotel was an award-winning property and a top performing hotel in their market, as well as nationwide, within the franchise.

Aseen and his wife Hirni welcomed their son, Ahaan in January 2024. He also enjoys Hirni’s cooking, traveling, and tasting new and diverse types of cuisines from around the world.
In addition to English, he is fluent in Gujarati and Hindi and is happy to assist clients with any language needs.

Series 7, 66 Licensed

Ali Schmitt
Registered Client Service Associate

Ali began her career as a Portfolio Analyst in Indianapolis where she developed a passion for building holistic financial plans and helping families navigate life’s milestones. She quickly discovered her love of connecting with people and offering superior service. Ali joined Chudom Hayes Wealth Management Group in June of 2024 as a Registered Client Service Associate and will continue to utilize her customer service skills focusing on our client’s operational needs.

Ali earned her dual Bachelor of Science degrees in Finance and Technology Management from Kelley School of Business at Indiana University in 2020. She recently relocated to Chicago and resides in Old Town. Outside of work, Ali loves exploring new Chicago restaurants, going to country concerts, and wake surfing on Indiana's Patoka Lake with her family.

Series 7, 66 Licensed

Brandon Sewers
Registered Client Service Associate

Brandon began his career as a Financial Professional in the Chicagoland area, where he discovered his passion for developing comprehensive financial plans and guiding individuals in their retirement journeys. He quickly found joy in connecting with people and providing exceptional service. In September 2024, he joined the team as a Registered Client Service Associate, focusing on fulfilling clients' operational needs while utilizing his customer service talents.

Brandon earned his Bachelor of Arts in Economics from the University of Illinois at Urbana-Champaign. Outside of work, he enjoys golfing, going to sporting events, and spending quality time with his family.

Series 7, 66, Illinois Life & Health Licensed