The Chesapeake Capitol Group at Morgan Stanley

David Giulieri is a Managing Director, Senior Portfolio Management Director, and CERTIFIED FINANCIAL PLANNER™ with the Chesapeake Capitol Group at Morgan Stanley. Known for his unwavering dedication to clients, Dave has more than two decades of experience working with a broad range of individuals, multi-generational families, and institutional investors.

Throughout his long and distinguished career, Dave has helped investors achieve their financial and life goals by centering his approach to wealth management around comprehensive financial planning. He serves as the center point for many of his clients’ professional advisory relationships, collaborating with their tax and legal consultants to ensure a well-integrated wealth planning strategy.

Dave is among a select group of Advisors at Morgan Stanley, less than four percent, with the distinguished title of Managing Director. In 2018, Dave was named to The Financial Times’ “Top 400 U.S. Financial Advisers,” and from 2018 – 2024 he was named to Forbes “Best-In-State” Wealth Advisors, and in 2016, 2022, 2023, and 2024 to the Washingtonian Magazine’s “Top Financial Advisor” list.

A native of Montgomery County, Dave graduated from the University of Maryland with a BS in economics. He and his wife, Christy, have three children and live in Potomac, Maryland. In his free time, Dave enjoys playing golf, attending his children’s sporting events, and actively volunteering and supporting the Juvenile Diabetes Research Foundation.

Disclosures:
2018-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2018) Data compiled by the Financial Times based on time period from 6/30/15 - 6/30/17.

Henry is an Executive Director and Senior Portfolio Management Director with the Chesapeake Capitol Group at Morgan Stanley. Henry also earned the designation of Family Wealth Director in 2020, a highly regarded designation within Morgan Stanley’s Family Office Resource Group, held by fewer than 4% of Morgan Stanley’s Financial Advisors. As a Family Wealth Director, Henry is recognized for his extensive experience serving the diverse and often complex financial and educational needs of multi-generational families.

As a senior partner with The Chesapeake Capitol Group, with over 16 years of industry experience, Henry has a keen focus on behavioral finance and investment psychology. Henry is highly adept at creating carefully constructed, comprehensive financial plans and helping investors preserve wealth during periods of heightened market volatility, improving their potential to achieve their long-term financial goals. Henry was most recently recognized by Forbes on their 2022 and 2023 “Best in State Wealth Advisors” list. Additionally, Henry has been named to the Forbes Top 500 “America’s Top Next Generation Wealth Advisors” list from 2018 - 2021.

A lifelong Washingtonian, Henry received his B.A. in economics and business from Virginia Military Institute, where he played Division I baseball and club golf. Henry currently resides in Washington, D.C., with his wife, Linda, and their two daughters, Noelle and Brooke. In his free time, Henry enjoys playing golf, tennis, skiing, and spending time with his girls.

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.

2018 - 2021 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018 - 2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.

Brian is a Senior Vice President and Senior Portfolio Manager for Morgan Stanley. Highly adept at both managing wealth and communicating effectively with clients, he has more than 23 years of experience in financial services and has been with Morgan Stanley since 2016.

Prior to joining the firm, Brian was a Managing Director at FBR, an investment bank, where he worked for nearly 16 years. Among his many responsibilities at FBR, he allocated capital for institutional investors and raised money for private business owners.

Brian is extremely skilled at designing and managing comprehensive financial plans to achieve specific goals and has extensive experience helping investors with complex wealth management needs. He has a strong track record of selecting investment managers and is well-versed in the many techniques employed by businesses to create value for investors.

When working with clients, Brian adds structure, discipline and focus to their financial lives. He always makes himself available to help them fully understand their investments and serves as a calming presence during periods of market and economic volatility.

A Maryland native, Brian graduated cum laude from the University of Maryland’s Robert H. Smith School of Business with a B.S in Finance. He and his wife, Rachel, reside in Bethesda, Md., with their twins, Anderson and Arden. Brian spends his free time coaching his kids’ soccer teams and other sports clubs and enjoys playing golf and skiing.

Michael is a Senior Vice President, Senior Portfolio Management Director, CERTIFIED FINANCIAL PLANNER™, and Chartered Retirement Plans Specialist (CRPS^®) with the Chesapeake Capitol Group of Morgan Stanley. He has over 26 years of experience working at Morgan Stanley and its predecessor firm Smith Barney. Prior to joining Morgan Stanley, Michael worked in management consulting at Pricewaterhouse Coopers.

Michael has firmly established himself as a trusted advisor providing prudent investment counsel, highly personalized wealth management advice and world-class service. He is highly adept at developing sound strategies to manage, grow and preserve wealth, and his overriding philosophy is driven by disciplined financial planning. He creates custom, comprehensive plans for a broad range of high-net-worth individuals and organizations with complex needs to help them achieve their long-term goals.

Throughout Michael’s distinguished tenure at Morgan Stanley, he has been recognized multiple times for his outstanding contributions. He was named to the firm’s Century Club in 2013, 2014, and 2015; the Presidents Club in 2016 and 2017; and the Masters Club in 2018, 2019, 2020, 2021, 2022, and 2023.

A native of Maryland, Michael earned a BA in Sociology from the University of Maryland where he competed on the golf team, and a MBA in Finance from American University. Mike and his wife Rachel reside in Bethesda, Maryland, with their three daughters Gaby, Maya, and Carly. In his free time, Mike enjoys spending time with family, playing golf, reading, and travelling. He is involved with the University of Maryland Alumni Association, University of Maryland M Club, and is an Executive Committee member of the Middle Atlantic Golf Association.

Aaron joined Morgan Stanley in 2021 after more than a decade working in development and philanthropic giving. In this previous career, Aaron helped generous individuals achieve their continuing philanthropic goals through major gifts and capital campaigns.

Aaron brings first-rate stewardship to the Chesapeake Capitol Group and is dedicated to long-term legacy building. On a personal note, he is continuing his own family legacy in financial services; his grandfather served as a stockbroker and his grandmother was a pioneering woman in finance. Aaron’s background is a framework for strong and strategic financial planning and he is committed to collaborating with each client to make the best informed financial decisions for their particular situation.

Aaron graduated from the University of Missouri and holds an MS from the University of Louisville. He and his wife, JoDee, live in Washington, DC, with their daughter, Cora, and dog, Riley. Outside of work, Aaron devotes his time to teaching his daughter golf and attending collegiate sporting events at the University of Maryland.

Isaac is Financial Advisor, CERTIFIED FINANCIAL PLANNER^®, and Financial Planning Specialist with the Chesapeake Capitol Group of Morgan Stanley. He has wide-ranging experience in the industry, with a strong track record at firms such as UBS and Wells Fargo Advisors. Isaac enjoys finding solutions for clients and earning their trust by consistently delivering the highest quality client service. His areas of expertise include assisting clients with the financial planning process from start to finish, modeling portfolios and trading.

Isaac holds the Series 7 and Series 66 licenses, as well as Life and Health Insurance.

Isaac grew up in the D.C. area and obtained a B.A. from the University of Maryland in Economics, and he currently resides in downtown Bethesda. In his free time, Isaac enjoys aviation, cooking, playing golf and tennis, and spending time at the beach.

Leandro Carvalho is a Wealth Management Analyst with the Chesapeake Capitol Group of Morgan Stanley. He joined the team with over 10 years of industry experience. Leandro worked as an Investment Manager in London, UK, and Sao Paulo, Brazil, gaining extensive international experience across diverse markets. He holds the Investment Manager Certificate (IMC) awarded by the CFA Society of the UK, as well as professional certifications in Finance from the University of Oxford, and in Data Science from Harvard University. Additionally, Leandro holds the FINRA Series 7 and 66 licenses, and the Virginia Life, Health, and Annuities Insurance licenses.

Leandro had a previous career as a successful orchestra conductor where he worked with world-class orchestras and recorded 27 albums. He speaks fluent Italian, Spanish and Portuguese, and holds a Master’s in economic history.

Kelli Senopole is a Senior Client Associate with Morgan Stanley and has been with the firm since 2008. She serves as a key client contact, helping to oversee all aspects of client affairs and operational procedures. She provides service and administrative support, working closely with the back office departments to facilitate and manage the entire client experience. Kelli has been recognized by the firm for outstanding client service.

Kelli grew up in the Pittsburgh area and currently resides in Richmond, Virginia. She went to college at Muskingum University in Ohio, and graduated with a degree in Business. Kelli is passionate about all Pittsburgh sports, especially the Steelers. She and her husband, Ari, enjoy exploring restaurants and sights in their new city of Richmond, entertaining friends, and travelling to the DC and Pittsburgh area to visit colleagues, family and friends.

Maddie has been with Morgan Stanley since 2022 and holds the FINRA series 7 and 66 licenses. In her previous roles with Wells Fargo, Maddie specialized in client operations and sales. Maddie brings a unique combination of skills and experiences to her role as a Client Service Associate where she is committed to providing exceptional service to help clients achieve their goals.

Born and raised in the DC metro area, Maddie resides in Rockville, Maryland. In her free time, she enjoys spending time with family, trying out new classes on Peloton, and passionately supporting her Philadelphia Eagles.