The Harbor Park Wealth Management Group at Morgan Stanley

Mike Dennin is a Financial Advisor, Senior Vice President, Senior Portfolio Manager, and the founder of the Dennin Group. He has 40 years of experience in finance beginning with Legg Mason and two mergers later what is now Morgan Stanley.

After graduating from Colgate University in 1977 with BA in History, Mike began his professional career in New York City in the textile industry where he became aware of the importance of branding. Mike subsequently worked in the international commerce industry in the World Trade Center in NYC. It was a corporate transfer that brought him to Baltimore from NYC. He developed an interest in finance, and in combination with his entrepreneurial spirit, he decided to transition to a career as a Financial Advisor at Legg Mason’s Baltimore headquarters in 1983.

Mike had a rewarding 22-year tenure at Legg Mason. Not only did he build a successful practice, but he met his wife, Nancy, who was a fund manager.

Mike has had a track record of success at both Legg Mason and Morgan Stanley. He has been named to the Director's, Chairman’s, President's Council or Century Member in each of the previous 30 years (1992-2022).

Mike is a basketball enthusiast and played at Colgate. He has coached players of all ages and has been active in elite AAU programs. In addition, Mike has helped oversee local basketball programs and upgrade community basketball facilities.

Mike has served as a President of Colgate University Mid-Atlantic Alumni Association and also served as a member of Colgate University Alumni Board of Directors.

Bobby, a native of Stony Brook, New York graduated from the United States Naval Academy in 1987. He was a four year letterman on the Naval Academy varsity lacrosse team and team captain his senior year. Bobby served seven years of active duty in the U.S. Navy which included a deployment with NATO forces in the North Atlantic and two deployments to the Persian Gulf in support of Operation Desert Storm. While in the Navy he had a bad experience working with an investment advisory firm which ultimately led to his passion for investing and desire to help others achieve their financial goals.

Bobby joined Legg Mason as a Financial Advisor in 1994 after receiving an Honorable Discharge from the U.S. Navy. He currently holds the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant^® and Certified Exit Planning Advisor professional designations which serve as a testament to his proficiency. The CFP^® designation is widely recognized as the highest level of professional competency in the financial planning industry. He was also named to the "Forbes Best in State Wealth Advisor" list for multiple years. Bobby is committed to providing the highest quality wealth management advice and remains dedicated to helping his clients grow and protect their wealth so that they can achieve financial independence.

When not at work, Bobby enjoys playing golf, trying to surf and spending quality time with his wife and three children.

As a CERTIFIED FINANCIAL PLANNER™ professional and Portfolio Management Director, Brian focuses on comprehensive financial planning with an emphasis on retirement for individuals and families. He works closely with Corporate Executives, Government Employees, and the Defense Industry. He also serves as a consultant for non-profits and corporate retirement plans.

Brian started in the wealth management industry in 2001 at T. Rowe Price and became a Financial Advisor with Legg Mason in 2004. He graduated from Radford University with a Bachelor of Science in Finance and was a member of their Division 1 lacrosse team.

When not at work Brian enjoys giving back to his community. He was appointed by both Governors O’Malley and Hogan to serve as a Commissioner and Vice-Chair of the Governor's Commission on Service and Volunteerism from 2013 -2019. He was appointed by Governor O’Malley to serve as a Consumer Board Member on the Maryland State Licensing Board for Professional Land Surveyors from 2011-2015. In 2020, he was appointed by Governor Hogan and currently serves as a Consumer Board Member on the Maryland State Board of Public Accountancy, DLLR. Brian resides in Lutherville with his wife and three children.

Jason Sarratea is a Financial Advisor, First Vice President. Jason earned his B.A. in Economics from the University of Maryland Baltimore County (UMBC) in 1996. Following a successful internship with Legg Mason his senior year, he was hired, completed an 18-month financial advisor training program in 9 months, became a member of the firm’s pace setters club and began a fulfilling career in the financial services industry. Having helped his parents navigate the challenges of starting a new business, Jason developed a passion for helping independent business owners, corporate executives and high net worth individuals plan for addressing the many challenges that they will face through every stage of their lives.

Over his career, Jason has helped clients through many major market events including the tech bubble collapse of 2000, the Sept 11th attacks of 2001, the credit crisis of 2008 and the 2020 worldwide recession caused by the COVID-19 pandemic. During this time, he furthered his industry knowledge by acquiring the Certified Financial PlannerTM designation. With its own Professional Standards and Code of Ethics & Professional Responsibility, the Certified Financial PlannerTM designation is recognized as the highest standard in personal financial planning.

Jason is fluent in Spanish and his family is from Costa Rica. He spent several years living there as a child and enjoys returning to visit family and explore the beaches, volcanoes, and rainforests throughout the country. Jason is active in his community volunteering for over a decade as a girl's lacrosse coach and program director. At home, he and his wife stay busy raising their three teenaged daughters.

Nancy started working at Legg Mason (LM) in July 1982 as a secretary in the Accounting Department, shortly after graduating Cum Laude from Towson State University with a BS in Finance. Within six weeks she was promoted to a Staff Accountant and was involved in preparing the financial statements for Legg Mason’s IPO in 1983. In 1985 she transitioned to the Funds Management division of LM, being hired by Ernie Kiehne to be a Securities Analyst for the group of mutual funds that he and Bill Miller were managing. In the 1990s she became the co-manager, then the sole manager of the Total Return Trust, a growth and income fund, and in 2000 became the assistant manager of the Value Trust, LM’s flagship fund.

Nancy received her CFA in 1988 and her MBA from Loyola College at night, graduating as a member of the Beta Gamma Sigma honor society in 1989. She also received The Baltimore Association of Financial Planners Award upon her graduation from Towson State. She was the President of the Baltimore Security Analysts Society in 1996-1997. She currently volunteers as an InvestWrite Judge, grading student essays for the SIFMA Foundation and previously volunteered for the Maryland Special Olympics during and after college. In the early 2000s she served as a member of the Board of Directors for Chesapeake Academy, the elementary school her children attended.

Nancy and Mike were married in 1991 and had five sons within 3 ½ years – one born in 1994, one in 1996 and triplets in 1998! Nancy’s desire to spend the majority of her time raising her children led her to transition to Mike’s investment team, where she has worked part time since 2005.

Jen joined Morgan Stanley in 1999. She is a Portfolio Associate and has her Series 7 and 66 licenses. Jen also serves as a Complex Coach for five regional Morgan Stanley branches assisting with both new hire training and current staff development. Jen lives in Perry Hall with her husband of 25 years and is actively pursuing her BS with a double minor in Management and Finance from Notre Dame of Maryland University.

Wendy graduated from Notre Dame of Maryland University in 1993 with a degree in Political Science concentration in International Relations. Wendy joined Legg Mason in 1995 where she worked in back-office operations before moving to the front office in 2001 to directly assist clients. Wendy has her Series 7 and 66 licenses. She is an advocate for young people and civil servants within her community. She currently serves on the Board of Directors of the Optimist Club of Dundalk, Inc. She enjoys spending her free time with her husband, grown son and their many animals.

Daria graduated from Towson University with a degree in Business Administration and a concentration in Finance. She began working in the financial services industry in 1996 prior to joining Morgan Stanley in 2006. She has her Series 7 license. Born and raised in Baltimore, MD, she lives along the shore of the Gunpowder River with her husband, daughter and dog, Ruby. Outside of the office, Daria is active on the Parent Teacher Association Board of her daughter’s school. She enjoys spending time with her family and friends, boating, going to the gym and reading a good book.