Granite River Group at Morgan Stanley

Patrick is a Senior Vice President, Financial Advisor and Alternative Investments Director with the Granite River Group at Morgan Stanley. Drawing on 25 years of experience, Patrick works closely with individuals and multi-generational families to build highly customized investment plans built on a foundation of Morgan Stanley’s unique capabilities. His career highlights include a successful decade-long tenure as Branch Manager as well a current role on Morgan Stanley’s Regional Financial Advisor Council.

A proud alumnus of the University of Wisconsin – Madison, Patrick graduated with honors in Finance, Investment & Banking. He remains actively involved with his alma mater, particularly through internship and mentoring opportunities. In addition, Patrick enjoys supporting several local organizations geared toward environmental conservation.

Outside of work, Patrick enjoys life in Madison with his wife, Jennifer, their two daughters and three Labrador retrievers. They all love supporting Badger athletics and truly cherish spending time at their cottage in central Wisconsin.

I grew up in a lower-middle class family where building wealth seemed unattainable. I was introduced to investing as a teenager and immediately realized just how much control I could have over my financial future. I knew from an early age that I wanted to become a Financial Advisor so that I could help others find their own financial independence and security. I attended Edgewood College where I majored in Business Finance and Economics and received my MBA from the University of Wisconsin. Subsequently, I have earned the highly sought-after professional designation of CERTIFIED FINANCIAL PLANNERTM that allows me to bring a higher level of advice to my clients while holding me to a strict code of ethics.

I began my career in 1996 and joined Morgan Stanley in 2013 and now have more than 23 years of experience in developing comprehensive financial plans focusing on retirement and income planning strategies for affluent individuals and families. Over that time, I have guided many clients through a myriad of economic and market conditions.

Morgan Stanley’s core values of always do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back couldn’t be more aligned with my own. As a wife and mother of two young daughters, raising the next generation of strong young women is very important to me. I dedicate hundreds of hours working with the Girl Scouts, The Salvation Army, coaching my girls’ basketball team, and volunteering at their school. In my free time, my husband Jason and I love taking our girls downhill skiing and spending time at our Northern Wisconsin cabin, fishing and water skiing.

Chad Schloesser is a Vice President, Financial Advisor and Certified Financial Planner™ with the Granite River Group at Morgan Stanley. In 2018, Chad joined Morgan Stanley bringing with him over ten years of private wealth management experience. Chad holds the Insurance Planning Director, Financial Planning Specialist and Chartered Retirement Planning Counselor (CRPC^®) designations.

Prior to joining Morgan Stanley, Chad served for more than fifteen years in the U.S. Air Force and Air National Guard where he retired from service in 2014. His journeys in the U.S. Air Force have taken him around the world and during his travels Chad found that change is the only constant throughout the many aspects of life. As a Financial Advisor, Chad believes you must always be proactive in both your preparation and your communication with others. Working alongside his clients, Chad strives to enhance and simplify their complete financial picture. He draws on both his financial industry experience and military experiences, to develop comprehensive financial strategies which empowers his clients to make confident and informed decisions.

Chad has always been in the service to help others. Since becoming a Financial Advisor, Chad has developed many long lasting relationships that have grown to multiple generations. He has seen his clients through some of their most challenging times along with some of their greatest achievements. Chad endeavors to educate and guide every client on the various facets of their financial lives, and to be a pillar of support by providing outstanding service and resources.

Chad graduated from the University of Wisconsin – Eau Claire with a major in Finance. He lives in Madison, WI with his wife Jane, two sons, two dogs and cat, all of which are rescues. As a Wisconsin native, Chad enjoys numerous outdoor activities including running, camping, hunting, skiing and hiking. He is passionate about helping families who have children with special needs by sharing his experiences as a parent himself of a child on the spectrum. Chad spends much of his free time with his family to help make up for the time he served in the Air Force.

James “Jim” Adamczyk serves as a Registered Client Service Associate for the Granite River Group. Jim serves as the point person for most operational and administrative duties for the team. Specific areas of focus include processing client account documentation as well as assisting clients with asset transfers and money movement. He works closely with team members to provide a high level of customer care and prides himself on delivering exceptional service to our clients.

Jim began his career in the financial services industry in 2012 joining Morgan Stanley in 2014 and the Granite River Group in April 2020. He Holds the Series 7, 63, 65 and Life & Health Insurance licenses.

He graduated from the University of Iowa and resides in Madison, WI with his wife and two children. He looks forward to the summer months where he and his kids can swim every day. They also enjoy family hikes and visiting grandma and grandpa. Jim is also an avid Chicago sports fan despite many tough years.

Originally from LaCrosse, Wisconsin, Ryan spent his formative years on a small family farm and enjoys unwinding at the family cabin in Wautoma, WI. In his spare time, he enjoys fishing, boating and playing golf – boasting a 1.2 handicap! His favorite course is Whistling Straights, and he aspires to visit Cabot Cliffs in Canada. Ryan loves all-things college football but especially enjoys cheering for the Badgers on Saturdays.

Mandy graduated from the University of Wisconsin-Madison with degrees in Operations and Technology Management and Supply Chain Management. While there, she competed for the University’s Powerlifting Team representing them on both the state and national level. With past experiences in management, Mandy loves the opportunity to connect with employees and clients to learn about how to help them achieve their goals.

Her active lifestyle extends beyond her time competing in school; she enjoys golfing, hiking, paddle boarding, and bodybuilding. Being from Northern Minnesota, she strives to get outside as much as she can and loves making maple syrup with her family and fishing. Mandy has always had a love for writing poetry and published her first book in 2023 with her second one now well underway. She has two cats, Asparagus and Baked Beans, who keep her occupied in her little free time.

Mandy was selected as a Minneapolis Aquatennial Ambassador after graduating high school, where she volunteered for a year doing community outreach across the country and inspiring young women to become leaders in their own communities. She stays involved with the organization giving back as an alumna when she can. Mandy also loves writing workout programs for people wanting to get started in the gym, and has found helping others become disciplined and do things to improve their physical well-being very rewarding.