Senior Vice President, Wealth Management, Financial Advisor, Workplace Advisor – Equity Compensation, Alternative Investments Director
Phone:
(312) 419-3342(312) 419-3342
The Blue Lake Group at Morgan Stanley
Direct:
(312) 419-3361(312) 419-3361
Our Mission Statement
Our mission is to provide personalized financial guidance rooted in purpose-ensuring that every strategy, conversation, and investment decision is aligned with what truly matters to you. We help individuals and families lead intentional lives, supported by thoughtful planning and enduring financial confidence.
Welcome
At The Blue Lake Group, everything we do is driven by purpose. We partner with high-net-worth individuals and families to help them navigate the complexities of managing generational wealth - intentionally and strategically. Through thoughtful collaboration with your accountants, attorneys, and other trusted advisors, we create financial plans and investment strategies that are not only customized, but also aligned with what matters most to you.
We believe that meaningful financial guidance starts with understanding your purpose. That's why we take the time to explore your goals, values, and long-term vision. With that foundation, we apply insight and experience to develop a plan that reflects your intentions. Every decision is made with care and clarity to support your unique journey.
We take a proactive and intentional role in every aspect of your financial life, including estate planning, tax strategy, succession planning, and philanthropic giving. Our goal is to help you maximize the impact of your wealth, today and across generations, by focusing on what truly matters to you.
Our model is holistic, rooted in empathy, education and forward thinking strategy. We don't just manage assets; we help clients align their wealth with their purpose. True financial success is about more than just returns; it's about building a legacy of meaning and intention.
Awards and Recognitions
Awarded by Forbes, Best-In-State Wealth Management team in 2023, 2024, 2025.
Carter Bass- Awarded by Forbes, Top Next-Gen Best-In-State Wealth Advisors in 2025
Services Include
- Alternative InvestmentsFootnote1
- Cash Management and Lending ProductsFootnote2
- Executive Financial ServicesFootnote3
- Financial PlanningFootnote4
- Life InsuranceFootnote5
- Philanthropic ManagementFootnote6
- Professional Portfolio ManagementFootnote7
- Stock Plan ServicesFootnote8
- Trust ServicesFootnote9
- Wealth ManagementFootnote10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our clients are individuals and families with active lives who rely on us to provide them with thorough, unbiased, and carefully considered guidance on a full range of financial topics. When you work with us, we commit to treat you with respect, care, and confidentiality.
1. Understanding You
- Gauge your personal risk threshold
- Establish objectives and deadlines to achieve them
- Consider any special factors
4. Financial Planning
- Discuss credit and lending
- Examine exposure to risk and liability
- Analyze financial performance under various scenerios
2. Developing Your Plan
- Analyze current portfolio
- Develop a tailored strategy
- Review Investment Policy Summary
- Implement strategy
5. Planing for Your Future
- Beneficiary review
- Retirement planning
- Estate planning
- Education planning
- Charitable planning
3. Following Up
- Review statements
- Set up Morgan Stanley Online
- Schedule ongoing meetings
6. Annual Meeting
- Portfolio and strategy review
- Make adjustments
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Alternative investments are non-traditional assets, like real estate, private equity, or hedge funds, that don’t behave like stocks, bonds, or cash. They’re called “alternative” because they operate differently from standard investments and usually aren’t closely tied to market movements. While they can help diversify a portfolio and boost returns, they often carry higher risk and illiquid.
Private Equity
Private market strategies- such as buyouts, growth equity, and venture capital- seek to provide higher return potential and broader diversification than traditional public equities by accessing opportunities not available in public markets.
Learn More About Private Equity
Private Credit
Private credit investing is a key pillar of Morgan Stanley Investment Management’s alternative investments platform. We manage a defined set of strategies and work in partnership with our portfolio companies.
Learn More
Real Estate
Private real estate offers portfolio diversification through an inflation-resistant, tax-advantaged asset with income potential and long-term growth.
Real Estate Capabilities
Multi-Asset Solutions
We focus on creating tailored alternative investment solutions to help financial advisors meet their clients' specific goals around risk, return, liquidity.
Custom Multi-Asset SolutionsLocation
233 S Wacker Dr
Ste 8600
Chicago, IL 60606
US
Direct:
(312) 419-3361(312) 419-3361
8889 Pelican Bay Blvd
Suite 300
Naples, FL 34108
US
Direct:
(312) 937-1194(312) 937-1194
Meet The Blue Lake Group
Vice President, Wealth Management, Financial Advisor, Corporate Retirement Director, Workplace Advisor – Equity Compensation, Financial Planning Specialist
Phone:
(312) 419-3423(312) 419-3423
Gianna Bugno
Business Development Associate
Phone:
(312) 419-3361(312) 419-3361
Bella Anichini
Registered Associate
Phone:
(312) 419-3459(312) 419-3459
About Carter Bass
Carter Bass is a First Vice President, Financial Advisor, Alternative Investments Director, and Dedicated Equity Plan Specialist at Morgan Stanley. Carter first joined The Blue Lake Group at Morgan Stanley in August 2017 in our downtown Chicago office. Prior to joining the team, Carter attended The Kelley School of Business at Indiana University where he graduated with a BS degree in Marketing.
Carter now focuses on helping corporate executives and high net-worth families advance and protect their wealth by engaging with them on important issues such as stock concentration, estate planning and portfolio construction. Carter’s focus in the Alternative Investments space allows him to deliver innovative investment opportunities to help strengthen client portfolios and better align them with their financial goals. Carter’s continued dedication to helping clients has earned him national recognition in the industry as a Forbes Top Next-Gen Best-In-State Wealth Advisor for 2023 and 2024.
Carter and his wife currently reside in Chicago’s Old Town Neighborhood. Carter is passionate about traveling, Green Bay Packers football and enjoys an active lifestyle playing basketball, golfing, snow skiing and chasing around his Golden Retriever, Ralph.
2023 and 2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded 2023 and 2024) Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Carter now focuses on helping corporate executives and high net-worth families advance and protect their wealth by engaging with them on important issues such as stock concentration, estate planning and portfolio construction. Carter’s focus in the Alternative Investments space allows him to deliver innovative investment opportunities to help strengthen client portfolios and better align them with their financial goals. Carter’s continued dedication to helping clients has earned him national recognition in the industry as a Forbes Top Next-Gen Best-In-State Wealth Advisor for 2023 and 2024.
Carter and his wife currently reside in Chicago’s Old Town Neighborhood. Carter is passionate about traveling, Green Bay Packers football and enjoys an active lifestyle playing basketball, golfing, snow skiing and chasing around his Golden Retriever, Ralph.
2023 and 2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded 2023 and 2024) Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Securities Agent: NH, FL, IA, KY, OK, ID, WV, WA, TX, ND, PA, UT, VA, NV, NM, MN, ME, MO, SC, CA, WI, NJ, SD, NE, NC, MI, WY, VT, OR, TN, MT, OH, MD, KS, VI, RI, MS, NY, MA, AK, IL, AR, CT, DE, LA, AZ, IN, GA, CO, DC, HI, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1744848
NMLS#: 1744848
About Michael J. DeVries
Michael DeVries joined The Blue Lake Group at Morgan Stanley in 2019 and has been providing investment guidance and planning advice to his clients for over a decade. Michael enjoys helping High Net-Worth Families and Businesses define and achieve their financial goals and objectives. In doing so he guides clients through a variety of challenging areas including maximization of Equity Compensation, planning for Retirement Benefits, and employing Alternative Investment Strategies.
Michael has been recognized as a 5 Star Wealth Manager in 2019, 2020, 2021, 2022, 2023 and 2024.
Michael graduated from the University of Illinois- Chicago with a Bachelors in Business Administration. When Michael is not in the office or seeing clients, he can be found Golfing, Wakeboarding or spending time with his family in South Florida.
Michael has been recognized as a 5 Star Wealth Manager in 2019, 2020, 2021, 2022, 2023 and 2024.
Michael graduated from the University of Illinois- Chicago with a Bachelors in Business Administration. When Michael is not in the office or seeing clients, he can be found Golfing, Wakeboarding or spending time with his family in South Florida.
Securities Agent: RI, NJ, SC, NE, ND, MI, IN, HI, AZ, UT, DE, MS, VI, ID, WV, ME, SD, NM, AK, VT, TX, OH, NH, MN, KY, VA, MA, FL, DC, TN, NY, NV, LA, AR, AL, WY, WI, PA, NC, MO, KS, IA, GA, CA, IL, OK, MD, CO, OR, MT, CT, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 1282657
NMLS#: 1282657
About Gianna Bugno
Gianna Bugno is a Business Development Associate with the Blue Lake Group. Prior to joining the team in 2020, Gianna earned her B.S. in Finance and Banking with a minor in Economics from the University of Missouri.
Gianna handles executive interaction including trading, transaction support, and money movement. She ensures the team is continuously evolving by producing materials aimed at enhancing the complete client experience. Gianna earned her Series 7 and 66 Licenses, as well as her Illinois Life and Health Insurance Licenses.
Gianna resides in Chicago and enjoys spending time at the lakefront, exercising and traveling to new places with her family and friends.
Gianna handles executive interaction including trading, transaction support, and money movement. She ensures the team is continuously evolving by producing materials aimed at enhancing the complete client experience. Gianna earned her Series 7 and 66 Licenses, as well as her Illinois Life and Health Insurance Licenses.
Gianna resides in Chicago and enjoys spending time at the lakefront, exercising and traveling to new places with her family and friends.
About Bella Anichini
Bella Anichini is a Registered Associate with The Blue Lake Group. She handles client related services such as client onboarding, meeting scheduling and account maintenance. Bella enjoys connecting with clients and aspires to exceed client expectations.
She currently holds a B.S. in Finance from Miami University, Farmer School of Business. Outside of work, Bella resides in Chicago, where she enjoys exploring the city with family and friends by trying new restaurants and experiences.
She currently holds a B.S. in Finance from Miami University, Farmer School of Business. Outside of work, Bella resides in Chicago, where she enjoys exploring the city with family and friends by trying new restaurants and experiences.
Contact Carter Bass
Contact Michael J. DeVries
Wealth Management
Global Investment Office
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Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
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State of the Workplace Study 2023
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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 The Blue Lake Group today.
1Alternative 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Products 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.
7Morgan 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.
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 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.
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 and other legal matters.
10Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP (with flame 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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Products 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.
7Morgan 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.
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 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.
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 and other legal matters.
10Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP (with flame 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
CRC 6491812 (04/2024)
