Robert Gattuso, CFP®
Executive Director, Financial Advisor, Family Wealth Advisor
Phone:
(847) 291-5520(847) 291-5520
Gattuso/Simon/O'Connor Team at Morgan Stanley
Direct:
(847) 480-3600(847) 480-3600
Toll-Free:
(888) 529-9170(888) 529-9170
Industry Award WinnerOur Mission Statement
We shape a brighter future for our clients by providing personalized care and purposeful guidance to families and professionals alike. With a commitment to collaboration, empathy, and integrity, we deliver tailored solutions that exceed expectations, empowering our clients to achieve their financial goals and dreams.
About Us
The Gattuso/Simon/O'Connor team at Morgan Stanley is a group of dedicated and highly skilled financial professionals committed to delivering exceptional results for their clients. We strive to provide comprehensive solutions tailored to each client's unique financial goals. Driven by a collaborative spirit and a relentless pursuit of excellence, the Gattuso/Simon/O'Connor team stands as a beacon of professional focus and reliability in the ever-evolving landscape of global finance.
Services Include
- Professional Portfolio ManagementFootnote1
- Asset Management
- Executive Financial ServicesFootnote2
- Financial PlanningFootnote3
- Retirement PlanningFootnote4
- Estate Planning StrategiesFootnote5
- Alternative InvestmentsFootnote6
- Philanthropic ManagementFootnote7
- Business PlanningFootnote8
- Cash Management and Lending ProductsFootnote9
- Planning for Education FundingFootnote10
- Stock Option PlansFootnote11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Awards and Recognitions
Thanks to the unwavering commitment to helping clients achieve their investment goals, members of The Gattuso/Simon/O'Connor Group have been awarded the following industry awards and recognitions:
Forbes Best-In-State Wealth Management Teams 2021-2025
Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23-3/31/24.
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23-3/31/24.
Forbes Best-In-State Wealth Advisors 2018-2022
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State 2017-2020
Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded Jul 2020) Data compiled by SHOOK Research LLC based on time period from 3/31/19 - 3/31/20.
Source: Forbes.com (Awarded Jul 2020) Data compiled by SHOOK Research LLC based on time period from 3/31/19 - 3/31/20.
Robert Gattuso
Forbes: Best In State Wealth Advisors
2018 - 2024
2018 - 2024
Christopher Simon
Forbes: Best In State Wealth Advisors
2018 - 2025
2018 - 2025
Bryan O'Connor
Forbes America’s Top Next-Gen Wealth Advisors 2017
2018 - 2020
Forbes: Best In State Wealth Advisors
2022 - 2025
2018 - 2020
Forbes: Best In State Wealth Advisors
2022 - 2025
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Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio’s exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
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Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that’s adaptable to the different stages of your life using our cutting edge tools- Goals Planning System (GPS) and LifeView.
Morgan Stanley Goals-Based Wealth Management
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Portfolios that harness Morgan Stanley's industry-leading advice, resources and risk management—calibrated to your specific goals.
Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely market commentary, and portfolio ideas to help guide your investment decisions.
Morgan Stanley Portfolio Insights
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
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Security Center: How to Protect Yourself Online
Safeguarding your assets and information is one of our highest priorities, but you also have a critical role to play. Check out our collection of practical takeaways and best practices from our cybersecurity professionals, then explore a few of the ways we help protect you.
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2025 Federal Tax Tables
This document outlines the 2025 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
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The Growing Opportunity in Private Markets
Companies are spending more time under private ownership and creating more value for private shareholders in the process.
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Reserved Offers
Exclusive offers to keep Reserved clients and their families safe and engaged. Offers span across categories such as Dining, Health and Wellness, Travel, Entertainment, and more.
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Signature Access
Signature Access, the highest tier of Morgan Stanley's loyalty program Reserved Living & Giving, gives clients with $10 million or more in assets at the firm access to world class services such as Private Health Advisory, Personal Cybersecurity services, Aircraft Management and more all in addition to the discounts and content available through Reserved Living & Giving.
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Reserved Insights
Curated insights and articles spanning such topics such as Family, Lifestyle, Health & Planning, Travel, and Giving Back.
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Financial Literacy
Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. No matter your current priorities, a strong financial literacy foundation can help you meet your goals.
Financial Literacy for Any Stage of Your Life
Wealth Education
Gaining significant wealth at a young age presents a unique set of challenges. Your Morgan Stanley Private Wealth Advisor can prepare the next generation from both an emotional and wealth management perspective to be able to confront challenges, take advantage of financial opportunities, and acquire the leadership skills to take on new roles.
Private Wealth Management
Trust & Estate Planning
Conversations about your estate and legacy are never easy. Our team will be with you every step of the way to help analyze your estate structures so that your needs are efficiently and thoroughly addressed.
Estate Planning Checklist
Tax-Savvy Ways to Give
Many of our clients would like to support the causes and people they care about, while also being tax-efficient. Fortunately, we're well versed on strategies that may help you accomplish both. If you’re inclined to help others, consider these tax-efficient ways to make your giving go further.
Tax-Efficient Strategies
Philanthropic Goals
Magnify the impact of your philanthropic efforts by defining a clear mission and maintaining your focus, including advice on how to govern a family foundation to maintain alignment with your goals.
Empowering New PhilanthropistsLocation
111 S Pfingsten Rd
Ste 200
Deerfield, IL 60015
US
Direct:
(847) 480-3600(847) 480-3600
Toll-Free:
(888) 529-9170(888) 529-9170
Meet Gattuso/Simon/O'Connor Team
Christopher Simon, CFP®
Executive Director, Wealth Advisor
Phone:
(847) 291-5521(847) 291-5521
Bryan O'Connor, CFA
Senior Vice President, Financial Advisor
Phone:
(847) 291-5519(847) 291-5519
John P Seaman
Senior Vice President, Financial Advisor, Workplace Advisor – Equity Compensation
Phone:
(847) 504-2931(847) 504-2931
Vice President, Wealth Management, Financial Advisor, Workplace Advisor - Equity Compensation
Phone:
(847) 291-5513(847) 291-5513
Heather Pateros
Wealth Management Associate
Phone:
(847) 291-5523(847) 291-5523
Janice Kass
Wealth Management Associate
Phone:
(847) 291-5612(847) 291-5612
Jelena Stanojevic
Wealth Management Associate
Phone:
(847) 291-5517(847) 291-5517
Yulia Pavelko
Portfolio Associate
Phone:
(847) 480-6372(847) 480-6372
Mary Kate Simon
Registered Client Service Associate
Phone:
(847) 291-5524(847) 291-5524
About Robert Gattuso
Robert V. Gattuso is a Financial Services Director and CERTIFIED FINANCIAL PLANNER® professional with The Gattuso/Simon/O'Connor Team at Morgan Stanley. With more than 30 years at Morgan Stanley and over 25 years of experience in the financial services industry, Robert focuses on sophisticated wealth management for corporate executives, business owners, and retirees.
Robert received his B.S. in Accounting from St. Norbert College. Upon graduation, he joined a predecessor firm as a Financial Analyst before transitioning to the role of Financial Advisor at Morgan Stanley. Robert earned the CERTIFIED FINANCIAL PLANNER® designation to help ensure he brings the most up-to-date skills and analysis to his clients’ financial plans. As a CFP® professional, Robert combines advanced financial planning methods with his accounting and financial analysis experience. This combination of skills and investment knowledge is a great benefit to clients and the team as a whole. In honor of Bob's exemplary service to his and the teams clients, he has been recognized by Forbes as a Best In State Wealth Advisor from 2018 to 2023.
In his free time Bob enjoys spending time with his wife Danielle and three sons, Michael, Nicholas and Tommy as well as cooking, fitness, golf and tennis.
2018-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Robert received his B.S. in Accounting from St. Norbert College. Upon graduation, he joined a predecessor firm as a Financial Analyst before transitioning to the role of Financial Advisor at Morgan Stanley. Robert earned the CERTIFIED FINANCIAL PLANNER® designation to help ensure he brings the most up-to-date skills and analysis to his clients’ financial plans. As a CFP® professional, Robert combines advanced financial planning methods with his accounting and financial analysis experience. This combination of skills and investment knowledge is a great benefit to clients and the team as a whole. In honor of Bob's exemplary service to his and the teams clients, he has been recognized by Forbes as a Best In State Wealth Advisor from 2018 to 2023.
In his free time Bob enjoys spending time with his wife Danielle and three sons, Michael, Nicholas and Tommy as well as cooking, fitness, golf and tennis.
2018-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: SD, NM, KY, HI, FL, TN, RI, MI, MA, GA, OR, CA, WI, VT, OK, MO, MD, LA, KS, AZ, ND, IN, DE, AL, WA, NJ, IL, SC, NY, NC, MN, IA, CT, NV, CO, VA, UT, TX, OH, WY, PA, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 1278784
NMLS#: 1278784
About Christopher Simon
Christopher L. Simon, CERTIFIED FINANCIAL PLANNER®, is an Executive Director, with The Gattuso/Simon/O'Connor Team at Morgan Stanley. With over 30 years of experience in business and the financial services industry, Christopher concentrates on creating sophisticated wealth management strategies for individuals and corporations.
A 1987 graduate of the University of Wisconsin-Madison, Christopher received his B.S. with a double major in Marketing and Management. He began his career with Black & Decker where he spent six years and attained the position of National Account Manager. He joined Morgan Stanley in 1994.
Deeply committed to his craft, Christopher has furthered his education and training by earning the CERTIFIED FINANCIAL PLANNER® designation, a certification that ensures he complies with the highest standards of ethics and fiduciary responsibility.
Christopher believes that the financial planning process is the key to building wealth carefully and intelligently. That’s why he and the team conduct an initial 360-degree assessment of each client’s complete financial status, including assets, liabilities, and insurance needs. He also takes the time to understand his clients’ unique goals. Whether they seek to fund their children’s education, their legacy or their retirement, Christopher uses this data to craft strategic financial plans based on those objectives.
Deeply involved in his community, Christopher enjoys coaching his children’s sports teams. He also enjoys playing golf and spending time with his family.
A 1987 graduate of the University of Wisconsin-Madison, Christopher received his B.S. with a double major in Marketing and Management. He began his career with Black & Decker where he spent six years and attained the position of National Account Manager. He joined Morgan Stanley in 1994.
Deeply committed to his craft, Christopher has furthered his education and training by earning the CERTIFIED FINANCIAL PLANNER® designation, a certification that ensures he complies with the highest standards of ethics and fiduciary responsibility.
Christopher believes that the financial planning process is the key to building wealth carefully and intelligently. That’s why he and the team conduct an initial 360-degree assessment of each client’s complete financial status, including assets, liabilities, and insurance needs. He also takes the time to understand his clients’ unique goals. Whether they seek to fund their children’s education, their legacy or their retirement, Christopher uses this data to craft strategic financial plans based on those objectives.
Deeply involved in his community, Christopher enjoys coaching his children’s sports teams. He also enjoys playing golf and spending time with his family.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, AR, AK; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1285028
NMLS#: 1285028
About Bryan O'Connor
Bryan O’Connor is a Senior Portfolio Manager and Chartered Financial Analyst™ with The Gattuso/Simon/O'Connor Team at Morgan Stanley. With 20 years of experience in the financial services industry, Bryan focuses on managing client portfolios, market analysis, and client services for corporate executives and their families.
Bryan received his B.A. in Economics with a concentration in Finance from Lake Forest College in 2004. Attending college on a hockey scholarship, Bryan played for Lake Forest’s varsity hockey team. He was a member of Omicron Delta Epsilon, one of the world’s largest academic honor societies recognizing scholastic achievement in economics.
Joining The Gattuso/Simon/O'Connor Team after graduation, Bryan has been a Financial Advisor with Morgan Stanley for two decades. Committed to refining his skills and deepening his knowledge base, Bryan attained the prestigious designation of Chartered Financial Analyst™ in 2009. As a CFA®, Bryan has acquired advanced analytic and portfolio management skills, along with enhanced investment strategies that are invaluable assets to implementing his clients’ wealth management plans. Working closely with the analysts at Morgan Stanley, Bryan utilizes his talents to thoroughly research each investment he selects for his clients’ portfolios.
As a Financial Advisor, Bryan believes in listening attentively to his clients to help them identify and articulate their unique goals for themselves and their loved ones. Continually monitoring his clients’ financial plans, Bryan remains mindful of capital preservation and growth, tax mitigation, risk tolerance, and changing market conditions.
Active in his community, Bryan coaches youth hockey teams as a member of the Amateur Hockey Association of Illinois. In his free time he enjoys spending time with his family.
Bryan received his B.A. in Economics with a concentration in Finance from Lake Forest College in 2004. Attending college on a hockey scholarship, Bryan played for Lake Forest’s varsity hockey team. He was a member of Omicron Delta Epsilon, one of the world’s largest academic honor societies recognizing scholastic achievement in economics.
Joining The Gattuso/Simon/O'Connor Team after graduation, Bryan has been a Financial Advisor with Morgan Stanley for two decades. Committed to refining his skills and deepening his knowledge base, Bryan attained the prestigious designation of Chartered Financial Analyst™ in 2009. As a CFA®, Bryan has acquired advanced analytic and portfolio management skills, along with enhanced investment strategies that are invaluable assets to implementing his clients’ wealth management plans. Working closely with the analysts at Morgan Stanley, Bryan utilizes his talents to thoroughly research each investment he selects for his clients’ portfolios.
As a Financial Advisor, Bryan believes in listening attentively to his clients to help them identify and articulate their unique goals for themselves and their loved ones. Continually monitoring his clients’ financial plans, Bryan remains mindful of capital preservation and growth, tax mitigation, risk tolerance, and changing market conditions.
Active in his community, Bryan coaches youth hockey teams as a member of the Amateur Hockey Association of Illinois. In his free time he enjoys spending time with his family.
Securities Agent: ME, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, VA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, WY, WV, WI, WA, VT, VI, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1278833
NMLS#: 1278833
About John P Seaman
John Seaman is a Financial Advisor with The Gattuso/Simon/O'Connor Team at Morgan Stanley. With nearly 15 years of experience in business, law, and financial services, John focuses on wealth management for corporate executives, professionals, and business owners and their families.
John graduated from Northwestern University in 1999 with a B.A. in Economics. After graduation he played minor league baseball with the Chicago Cubs and the Florida Marlins for parts of three seasons. John joined the business world as an analyst at the management-consulting firm Accenture and then MarkeTech Systems International. Seeking more direct engagement with clients, John pursued a law degree and graduated cum laude from Loyola University Chicago School of Law. John practiced law for nearly four years, representing attorneys, physicians and other professionals as an Associate with Donohue Brown Mathewson & Smyth, LLC. In his practice, John developed a passion for advising clients on the most important issues of their lives. He joined Morgan Stanley as a Financial Advisor in 2011.
John draws upon his diverse experience in business and law to provide comprehensive solutions to complex financial issues in his clients’ financial plans. He believes in preparing for all aspects of a family’s financial situation, including capital growth and preservation, retirement planning, estate planning, and insurance needs.
In his free time, John enjoys spending time with his family and coaching youth sports. He and his wife Jill live in Arlington Heights with their three children.
John graduated from Northwestern University in 1999 with a B.A. in Economics. After graduation he played minor league baseball with the Chicago Cubs and the Florida Marlins for parts of three seasons. John joined the business world as an analyst at the management-consulting firm Accenture and then MarkeTech Systems International. Seeking more direct engagement with clients, John pursued a law degree and graduated cum laude from Loyola University Chicago School of Law. John practiced law for nearly four years, representing attorneys, physicians and other professionals as an Associate with Donohue Brown Mathewson & Smyth, LLC. In his practice, John developed a passion for advising clients on the most important issues of their lives. He joined Morgan Stanley as a Financial Advisor in 2011.
John draws upon his diverse experience in business and law to provide comprehensive solutions to complex financial issues in his clients’ financial plans. He believes in preparing for all aspects of a family’s financial situation, including capital growth and preservation, retirement planning, estate planning, and insurance needs.
In his free time, John enjoys spending time with his family and coaching youth sports. He and his wife Jill live in Arlington Heights with their three children.
Securities Agent: IN, NY, NC, SD, RI, NV, DE, WI, OR, NJ, KY, KS, CT, CO, WA, VT, TX, LA, HI, CA, PA, IA, FL, AL, VA, UT, MO, MN, IL, GA, OH, MA, AR, NM, ND, OK, MI, MD, AZ, WY, TN, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 1279001
NMLS#: 1279001
About Amy Kalas
Amy Kalas is a Financial Advisor with The Gattuso/Simon/O’Connor Team at Morgan Stanley. With over 20 years of experience in the financial services industry, Amy focuses on financial planning and takes great satisfaction in helping a diverse and dynamic clientele simplify their complex and sophisticated financial lives.
Amy began her financial services career in 1994 with Morgan Stanley. Over the decades, Amy worked with Wealth Management clients in providing financial liability assessments for high-net worth clients for the Morgan Stanley Branch Offices in the Midwest Region. After working at Merrill Lynch as a Wealth Management Financial Advisor from 2016 – 2021, Amy rejoined Morgan Stanley in the Fall of 2021.
Amy believes that a sound and productive relationship begins with listening and understanding clients’ unique circumstances and their goals for themselves and their families. A comprehensive financial planning process helps Amy anticipate the needs of clients, facilitating their ability to navigate key crossroads and transitions in their lives. Positioned at the nexus of these events, Amy offers a caring and patient approach that seeks to educate clients so they can better capitalize on opportunities.
Amy earned a B.S. in Business Administration/Marketing from San Diego State University where she was a member of Alpha Kappa Psi. She holds the Chartered Retirement Planning Counselor℠ designation. A certified scuba diver, Amy’s hobbies also center around wine tasting and snow skiing with her husband and spending time with family.
Amy began her financial services career in 1994 with Morgan Stanley. Over the decades, Amy worked with Wealth Management clients in providing financial liability assessments for high-net worth clients for the Morgan Stanley Branch Offices in the Midwest Region. After working at Merrill Lynch as a Wealth Management Financial Advisor from 2016 – 2021, Amy rejoined Morgan Stanley in the Fall of 2021.
Amy believes that a sound and productive relationship begins with listening and understanding clients’ unique circumstances and their goals for themselves and their families. A comprehensive financial planning process helps Amy anticipate the needs of clients, facilitating their ability to navigate key crossroads and transitions in their lives. Positioned at the nexus of these events, Amy offers a caring and patient approach that seeks to educate clients so they can better capitalize on opportunities.
Amy earned a B.S. in Business Administration/Marketing from San Diego State University where she was a member of Alpha Kappa Psi. She holds the Chartered Retirement Planning Counselor℠ designation. A certified scuba diver, Amy’s hobbies also center around wine tasting and snow skiing with her husband and spending time with family.
Securities Agent: NJ, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 797935
CA Insurance License #: 0C15868
NMLS#: 797935
CA Insurance License #: 0C15868
About Heather Pateros
Heather Pateros is a Wealth Management Associate with The Gattuso/Simon/O'Connor Team at Morgan Stanley. With over 25 years of experience in the financial services industry, Heather is the primary client liaison supporting all aspects of the financial planning process.
With an MBA from DePaul’s Kellstadt Graduate School of Business and a B.S. in Finance from the University of Illinois at Urbana-Champaign, Heather has been at Morgan Stanley for over two decades. Using her deep understanding of the industry, Heather provides concierge-level client service and helps with day-to-day trading and management of managed portfolios. She truly enjoys helping to manage the client relationships and her positive attitude is a true asset to both the team and clients alike.
Active in her community, Heather and her children volunteer at both Bernie’s Book Bank and Fill a Heart 4 Kids, two local charities impacting children and teens in the Chicagoland area. Heather lives in Lake Forest, IL with her husband and two kids.
With an MBA from DePaul’s Kellstadt Graduate School of Business and a B.S. in Finance from the University of Illinois at Urbana-Champaign, Heather has been at Morgan Stanley for over two decades. Using her deep understanding of the industry, Heather provides concierge-level client service and helps with day-to-day trading and management of managed portfolios. She truly enjoys helping to manage the client relationships and her positive attitude is a true asset to both the team and clients alike.
Active in her community, Heather and her children volunteer at both Bernie’s Book Bank and Fill a Heart 4 Kids, two local charities impacting children and teens in the Chicagoland area. Heather lives in Lake Forest, IL with her husband and two kids.
About Janice Kass
Janice Kass is a Wealth Management Associate with The Gattuso/Simon/O'Connor Team at Morgan Stanley. Joining the team in 2019, she has over 20 years of experience in the financial services industry. Janice supports all areas of business development, client engagement efforts, and utilization of the firm’s available resources to enhance the overall client experience. In addition, she prides herself on providing the highest standard-of-care for clients and their families.
Janice graduated from Purdue University, with a B.S. in Accounting, and is Series 7 and 66 licensed. She currently lives in Highland Park, IL with her husband and two children. In her free time, she enjoys tennis, cooking, traveling and spending time with her family.
Janice graduated from Purdue University, with a B.S. in Accounting, and is Series 7 and 66 licensed. She currently lives in Highland Park, IL with her husband and two children. In her free time, she enjoys tennis, cooking, traveling and spending time with her family.
About Jelena Stanojevic
Jelena Stanojevic is a Wealth Management Associate at The Gattuso/Simon/O'Connor Team at Morgan Stanley. With over 20 years of experience at Morgan Stanley,
Jelena’s primary tasks are trade execution and maintaining a high level of client service. She is also responsible for daily client account activity and documentation pertaining to client operations.
Working closely with the team’s Corporate Client Group Director, Jelena has 20 years of experience running more than a dozen Stock Option Plans. She also facilitates trades, researches and responds to client inquiries, prepares presentations, and assists with peer training.
Jelena studied Economics for four years and Marketing Management for two years at the University of Belgrade in Serbia and joined Morgan Stanley in 2001.
In her free time, Jelena is active in the Serbian Brothers Help Group of Chicago and supports Goodman Theatre in Chicago.
Jelena’s primary tasks are trade execution and maintaining a high level of client service. She is also responsible for daily client account activity and documentation pertaining to client operations.
Working closely with the team’s Corporate Client Group Director, Jelena has 20 years of experience running more than a dozen Stock Option Plans. She also facilitates trades, researches and responds to client inquiries, prepares presentations, and assists with peer training.
Jelena studied Economics for four years and Marketing Management for two years at the University of Belgrade in Serbia and joined Morgan Stanley in 2001.
In her free time, Jelena is active in the Serbian Brothers Help Group of Chicago and supports Goodman Theatre in Chicago.
About Yulia Pavelko
Yulia Pavelko is a Sr. Registered Client Service Associate with The Gattuso/Simon/O'Connor Team at Morgan Stanley. Joining the team past year, she has over 20 years of experience in the financial services industry. Yulia delivers exemplary client service with an impeccable attention to detail and enthusiasm for exceeding clients' expectations. She works closely with the team to respond to client service requests swiftly and accurately.
Yulia has been with Morgan Stanley for over 15 years and has become well known as a problem solver and her excellent skills and vast knowledge of the business are an asset to our Team and clients.
Yulia lives in Vernon Hills, IL with her husband, two sons and two cats. In her spare time, Yulia enjoys traveling, cooking and spending time with her family.
Yulia has been with Morgan Stanley for over 15 years and has become well known as a problem solver and her excellent skills and vast knowledge of the business are an asset to our Team and clients.
Yulia lives in Vernon Hills, IL with her husband, two sons and two cats. In her spare time, Yulia enjoys traveling, cooking and spending time with her family.
About Mary Kate Simon
Mary Kate is registered as of January 2025 with The Gattuso/Simon/O'Connor Team at Morgan Stanley. Joining the team recently, she was previously an Investment Banking Associate with Societe Generale in New York City with an expertise in Equity Capital Markets. Mary Kate’s role continues to evolve at Morgan Stanley, focusing on financial plans, market analysis, client services and creating sophisticated wealth management strategies for individuals and corporations.
Mary Kate graduated summa cum laude and received her B.S. in Finance and Commercial Real Estate with a concentration in Applied Investment Management from Marquette University in 2020. Attending college on a division 1 soccer scholarship, Mary Kate played for Marquette’s varsity soccer team. She was a member of the Applied Investment Management Program, which was a selective three-year program responsible for investing and managing a portfolio of $2 million across fixed income and equity securities for Marquette University’s Endowment Fund.
Mary Kate lives in Chicago, IL. In her free time, she enjoys anything that involves competition, skiing, travel, Wisconsin sports teams and spending time with family and friends.
Mary Kate graduated summa cum laude and received her B.S. in Finance and Commercial Real Estate with a concentration in Applied Investment Management from Marquette University in 2020. Attending college on a division 1 soccer scholarship, Mary Kate played for Marquette’s varsity soccer team. She was a member of the Applied Investment Management Program, which was a selective three-year program responsible for investing and managing a portfolio of $2 million across fixed income and equity securities for Marquette University’s Endowment Fund.
Mary Kate lives in Chicago, IL. In her free time, she enjoys anything that involves competition, skiing, travel, Wisconsin sports teams and spending time with family and friends.
Contact Robert Gattuso
Contact Christopher Simon
Contact Bryan O'Connor
Contact John P Seaman
Contact Amy Kalas
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
2023-2024 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Forbes Best-In-State Wealth Advisors
2018-2024 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes Best-In-State Wealth Management Teams
2021-2023 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2021-2023). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Five Star Wealth Advisor
Five Star Wealth Advisor Award This award was issued in 2012-2014. The award was determined based on an evaluation process conducted by Five Star Professional based on objective criteria from 2012-2024
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Wealth Management
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Portfolio Insights
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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
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- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
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- Traditional Investments
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Rational Investing in an Age of Uncertainty
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
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529 Plans: A Powerful Tool to Save for Education
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Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
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Financial Planning for Life After Selling a Business
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Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Gattuso/Simon/O'Connor Team today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.
6Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
7Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan 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.
9Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
10When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
11Morgan 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.
6Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
7Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan 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.
9Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
10When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
11Morgan 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
