Mark Hutchinson, CFA®, CMT
Managing Director, Private Wealth Advisor
Phone:
(312) 453-9480(312) 453-9480
Morgan Stanley Private Wealth Management
Hutchinson Wealth Group
Direct:
(312) 453-9480(312) 453-9480
Our Mission Statement
Our mission is to deliver thoughtful, disciplined wealth management tailored to each client’s unique goals – combining deep market expertise with a personalized approach to help preserve, grow, and transfer wealth across generations.
WELCOME
Mark brings over three decades of experience in financial services, beginning his career at Lehman brothers and later spending more than ten years at what became Morgan Stanley Smith Barney, where he served as a Managing Director. After time as a relationship manager at Credit Suisse and joining UBS in 2015, Mark has come full circle – now serving clients once again as a Private Wealth Advisor at Morgan Stanley.
A CFA® and CMT® Charter holder, Mark combines deep technical expertise with a disciplined, client-first approach. He earned his undergraduate degree from DePaul University and an MBA from the University of Notre Dame. Throughout his career, he has remained actively engaged in the investment community, including serving as a past president of the CFA Society of Chicago and contributing as a voting member of DePaul University’s endowment fund.
Mark is also a proud Life Friend of the Barrington Library and maintains active memberships with both the CFA Society of Chicago and the CFA Society of Dallas/Fort Worth – reflecting his continued commitment to education, service, and professional excellence.
A CFA® and CMT® Charter holder, Mark combines deep technical expertise with a disciplined, client-first approach. He earned his undergraduate degree from DePaul University and an MBA from the University of Notre Dame. Throughout his career, he has remained actively engaged in the investment community, including serving as a past president of the CFA Society of Chicago and contributing as a voting member of DePaul University’s endowment fund.
Mark is also a proud Life Friend of the Barrington Library and maintains active memberships with both the CFA Society of Chicago and the CFA Society of Dallas/Fort Worth – reflecting his continued commitment to education, service, and professional excellence.
Capabilities
- Asset AllocationFootnote1
- Corporate Services
- Corporate Stock Plans
- Portfolio Management
- Risk Management
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $1.2 trillion in AUM
- Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, September 2025
Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
FINANCIAL PLANNING
Explore a comprehensive approach to financial planning designed to simplify complexity and bring clarity to your financial future. Each are below is tailored to help you make informed decisions, stay aligned with your goals, and navigate life’s changes with confidence.
Goals Based Planning
At Morgan Stanley, I take the time to understand what matters most to you. Through meaningful conversations and a thorough evaluation of your financial landscape, I build a personalized strategy that aligns your investments with your priorities and long-term aspirations.
About Goals Based Planning
Retirement Planning
Retirement is a journey that evolves over time. With thoughtful planning and ongoing guidance, I help clients build sustainable income strategies, adapt to life’s changes, and approach retirement with clarity and confidence.
Learn More
Estate Planning
Preserving your legacy requires careful coordination and thoughtful strategy. I work closely with clients and their legal and tax professionals to develop estate plans that reflect their wishes and provide for future generations.
Estate Planning
Income Planning
Your financial plan should support the life you want to live. I help structure and refine income strategies to provide stability, flexibility, and confidence – both today and in the years ahead.
Smart Distributions
Insured Solutions
A well-rounded financial plan goes beyond investments. Insurance strategies can help protect your family, safeguard your assets, and strengthen your overall plan against life’s uncertainties.
Protection for the Unexpected
Tax-Smart Planning
Taxes can have a significant impact on long-term outcomes. By incorporating tax-efficient strategies, I help clients reduce unnecessary burdens, preserve wealth, and enhance overall portfolio efficiency.
Total-Tax 365MODERN FINANCIAL TOOLS
Today’s technology plays a critical role in how we manage wealth. Our digital platform is designed to give you seamless, secure access to your financial life – providing real-time insights, enhanced visibility, and tools that empower smarter decision-making anytime, anywhere.
Morgan Stanley Online
Access your accounts and manage your finances through a secure, integrated platform. With real-time visibility into balances, transactions, ands performance, Morgan Stanley Online helps you stay informed and in control – wherever you are.
Register for Morgan Stanley Online Today
Total Wealth View
Gain a complete picture of your financial life by bringing together assets held both at Morgan Stanley and elsewhere. This comprehensive view enables more informed conversations and supports a more coordinated, strategic approach to planning.
Learn More About Total Wealth View
Portfolio Risk Platform
Advanced analytics provide deeper insight into portfolio risk and performance. These tools help identify opportunities, inform adjustments, and ensure your investment strategy remains aligned with your long-term objectives.
Explore the Portfolio Risk Platform
Digital Vault
Securely store, organize, and share important documents such as tax records, estate documents, and account statements. With encrypted protection, your most critical information is always accessible when you need it – while remaining fully secure.
Get Started TodayPERSPECTIVES TO GUIDE YOUR DECISIONS
Stay informed with timely insights, research, and tools designed to help you better understand the markets and make more confident financial decisions. From weekly commentary to in-depth analysis and practical resources, these materials provide valuable perspective in an ever-changing environment.
GIC Weekly Report
Each week, Morgan Stanley’s Global Investment Committee, led by Lisa Shalett, shares timely perspectives on market trends, asset classes, and the broader forces shaping the investment landscape.
Read the Latest Report
On the Markets Report
Access in-depth research and expert commentary from Morgan Stanley thought leaders across equities, fixed income, monetary policy, and more – helping you stay ahead of evolving market conditions.
Read the Latest Report
Thoughts on the Market Podcast
Hear directly from Morgan Stanley strategists, including Mike Wilson, as they break down current market themes, emerging risks, and key opportunities – translating complex developments into actionable insights.
Listen to the Latest Episode
2026 Tax Tables
Tax considerations play a critical role in long-term financial success. These updated tax tables provide a clear, practical reference to help support informed planning and keep your strategy aligned.
View the 2026 Tax TablesLocation
233 S. Wacker Drive
Chicago, IL 60606
US
Direct:
(312) 453-9480(312) 453-9480
Meet Hutchinson Wealth Group
Jessica Dunda
Assistant Vice President, Portfolio Management Associate
Phone:
(312) 453-9482(312) 453-9482
About Me
Securities Agent: OR, AL, TX, SD, OH, NJ, MA, CT, CO, SC, DC, CA, VT, PA, MN, DE, AR, NC, MO, MI, LA, IN, GA, FL, UT, NE, KS, IA, WA, PR, NM, MD, WI, VA, TN, IL, WY, NY, ID, NV, MT, HI, AZ; General Securities Representative; Investment Advisor Representative
About Jessica Dunda
Jessica began her career in the financial services industry over 12 years ago as a member of the Institutional Equity Sales team at Citigroup. She later joined UBS in the fall of 2021 and is now working at Morgan Stanley, where she continues to deliver comprehensive, client-focused financial guidance. Jessica is a CERTIFIED FINANCIAL PLANNER ® professional.
Jessica attended the University of Illinois Urbana-Champaign, where she earned both her Bachelor's and Master's degrees from the School of Architecture while also serving as a Graduate Teaching Assistant. Prior to transitioning into finance, she worked as a structural engineer in Chicago, bringing a strong analytical and problem solving background to the practice.
She currently resides in La Grange with her husband and two children. Outside of work, Jessica enjoys attending concerts, traveling, biking, and swimming.
Jessica attended the University of Illinois Urbana-Champaign, where she earned both her Bachelor's and Master's degrees from the School of Architecture while also serving as a Graduate Teaching Assistant. Prior to transitioning into finance, she worked as a structural engineer in Chicago, bringing a strong analytical and problem solving background to the practice.
She currently resides in La Grange with her husband and two children. Outside of work, Jessica enjoys attending concerts, traveling, biking, and swimming.
Contact Mark Hutchinson
Wealth Management
Global Investment Office
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
1Asset Allocation does not assure a profit or protect against loss in declining financial markets.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products 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.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products 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.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures | Morgan Stanley
CRC 4677197 (7/2025)