The True Horizon Group at Morgan Stanley

Bartosz (Bart) Bak serves as a Vice President and Portfolio Manager within Morgan Stanley’s Wealth Management Division. As the founding member of the True Horizon Group, located in Morgan Stanley’s Oakbrook, IL office, Bart is committed to delivering exceptional financial advisory services. With over two decades of financial industry experience, Bart has established himself as a trusted advisor to a diverse clientele across the United States.

Bart is dedicated to guiding clients towards their financial aspirations through a comprehensive understanding of their goals, meticulous financial and investment planning, and strategic execution of investment management solutions. As a Certified Financial Planner™ professional, Bart brings a holistic and thorough approach to wealth management for his clients.

Bart's journey embodies the American dream. Born in Poland and immigrating to the United States in 1992 at the age of 10 with his family, Bart is fluent in Polish and actively engaged in Chicago’s Polish business community. His experience has been sought-after by many Polish families and business owners, especially during pivotal moments like business sales or retirement planning. His multicultural background lends him a profound insight into the perspectives of Eastern and Western European individuals, coupled with a keen understanding of international markets and geopolitical dynamics.

A graduate of Aurora University, Bart earned dual Bachelor of Arts degrees in Finance and Political Science while competing as a Division III NCAA basketball player. He launched his career with A.G. Edwards in 2003 where he quickly established himself as a skilled Financial Advisor and laying the foundation for his current success at Morgan Stanley. His pursuit of excellence led him to obtain the prestigious CFP^® certification, awarded by the Certified Financial Planner Board of Standards, demonstrating his commitment to rigorous educational standards and professional excellence.

Beyond his professional achievements, Bart is a committed family man. He resides in the Northwest Chicago Suburbs with his wife, Jackie, and their two children. An avid reader and fitness enthusiast, Bart dedicates significant time to local charitable causes, mentoring young professionals, and participating actively in the Catholic Church. His dedication to family and community service reflects the same principles of commitment and integrity that define his professional practice.

Tyler Van Lul is a Financial Advisor with Morgan Stanley’s Wealth Management Division. After graduating from the Kelley School of Business at Indiana University with a Bachelor of Science degree in Finance, Tyler immediately began his advisory career at Thrivent Financial. In that role, he engaged in updating financial plans for workers nearing retirement while incorporating their beneficiaries in the process to help establish a legacy plan for the next generation.

In 2018, Tyler transitioned to Morgan Stanley where he could utilize one of the largest open architecture investment platforms in the industry. Additionally, having access to Morgan Stanley’s cutting edge Financial Planning and Risk Management software allows him to service his clients with the highest level of care and due diligence. Tyler is fundamentally invested in understanding his clients’ needs and is fully committed to delivering the most accurate, practical, and timely advice possible.

Tyler’s background gives him a unique understanding of the importance of geopolitical markets and constructing generational wealth. Being born in Gary, IN, Tyler grew up in a community where the impact of economic hardship was prevalent. He is active within multiple organizations dedicated to the advancement of impoverished and troubled youths in Chicago and Northwest Indiana. With that mission in mind, he frequently hosts workshops dedicated to providing financial literacy to those communities.

Tyler currently resides in the West Loop area of Chicago with his wife Lauren. He devotes some of his time to local non-profit organizations, coaching competitive youth programs, and helping organize networking events in the Chicagoland area for business professionals. Tyler is also a member of the Union League Club of Chicago and sits on the ULCC Admissions Committee.

Vivian Morgan, The True Horizon Group’s dedicated Registered Client Service Associate, has committed her career to the wealth management industry since 1996. Initially working as a receptionist while pursuing her licenses, by 1999 she completed her Series 7, 66, and Insurance Registrations which allowed her to transition into the role of Registered Sales Assistant. Her career further advanced in 2001 when she became an Investment Associate, and in 2004, she earned the designation of Chartered Retirement Planning Counselor (CRPC^®).

Vivian demonstrates exceptional client service skills, her prompt responsiveness to client inquiries, and her adeptness at solving complex client issues. Her career prior to joining Morgan Stanley includes significant experience with major financial institutions such as Merrill Lynch, Citigroup Global Market, and Fifth Third Securities.

Outside of her professional life, Vivian is a dedicated wife to James, a mother of four, and a grandmother to nine. She enjoys spending her free time with her family, engaging in activities with her church, and pursuing hobbies such as cooking, reading, and occasional travel.