Capitol Bridge Group at Morgan Stanley

Steve Lucas is a Managing Director, Financial Advisor and Executive Financial Services Director at Morgan Stanley. For more than two decades, he has helped corporate executives, business owners, entrepreneurs and affluent families navigate the complexities of wealth. Since joining Morgan Stanley immediately after graduating from the University of Maryland with a degree in Finance, Steve has built his practice around one simple philosophy: exceptional advice is built on trust, communication and long term relationships.

Steve works with clients whose financial lives extend well beyond investment management. He specializes in helping executives navigate equity compensation and concentrated stock positions, advising business owners before and after liquidity events, and guiding affluent families through the complexities of retirement, tax efficient investing, estate and legacy planning. His goal is to simplify complex financial decisions and provide clients with the clarity and confidence to pursue their long term objectives.

Steve believes the best investment decisions are made within the context of a comprehensive financial plan. Rather than focusing solely on portfolios, he works closely with clients to coordinate every aspect of their financial lives, helping them make informed decisions as their goals, families and circumstances evolve. Through proactive communication and a highly personalized approach, Steve strives to ensure every recommendation supports each client’s broader financial objectives.

Steve has been recognized by Forbes as one of America’s Best in State Wealth Advisors every year from 2017 through 2026. Earlier in his career, he was also named to Forbes’ America’s Top Next Generation Wealth Advisors from 2016 through 2020. While he is honored by these recognitions, he considers the trust his clients place in him and the lasting relationships they have built together to be his greatest professional accomplishment.

Outside the office, Steve enjoys giving back to his community as a youth baseball coach, where he teaches teamwork, resilience and sportsmanship while coaching his two sons’ teams. An avid runner, he has completed 15 marathons, including the Boston and New York City Marathons, along with 13 half marathons. Whether working with clients or coaching on the field, Steve is guided by the same principles of preparation, discipline and long term commitment.

​2017-2026 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2017-2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html

​2016-2020 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 ​2016-2020). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued. https://www.morganstanley.com/disclosures/awards-disclosure.html

Mark has a unique niche that has made him a valued source of information and guidance to dynamic start-up companies and their entrepreneurial executives. As a Morgan Stanley-credentialed Dedicated Equity Plan Specialist, he helps prepare his clients for major liquidity events that can generate significant and life-changing wealth. These events range from IPOs and corporate acquisitions to share buyback offers and exercise of employer stock options.

Mark honed his extensive knowledge of the challenges faced by his clients through years of experience. After graduating from Brandeis University, he worked as a consultant to a number telecommunications firms, focusing on early data services such as x.25 and EDI networking. In the 1990s, after seeing his first Netscape browser, he moved to San Francisco to be closer to the companies that were emerging around data networking and the Internet. As a research analyst with Hambrecht & Quist and JP Morgan, he identified and covered the Datacom and Internet Infrastructure companies that underpinned the biggest technological revolution since the invention of the PC. As an investment banking executive, he worked with start-up companies to develop business plans, secure funding and take their businesses to the next level.

Mark joined Morgan Stanley in 2013 and leveraged his knowledge of the wealth creation process to help clients navigate the life changing decisions they are often forced to make around start-up equity, often under severe time constraints. He remains based in San Francisco within easy reach of the companies and executives who rely on him for sound, personalized advice. When not advising clients, he spends as much time as he can with his three high school and college age children.

Briggs has been around Wealth Management since he was born. His father was in the industry for over 30 years and some of his earliest memories are going into his office and looking through research reports. By the time he reached High School, he had already began interning for his father’s practice. Born and raised in Tiburon, California, he attended St. Ignatius College Prepatory where he played basketball and football. While at SI he founded and ran the Investment Club and was a member of the 200 Hour Club for community service.

He went on to graduate from the University of Mississippi with a degree in Economics. Briggs interned with multiple firms within Wealth Management and Corporate Finance. While in college he co-founded an emerging water purification company developing an innovative and economical product to serve the 1 in 10 people in the world without clean water. He secured funding for the business from the school’s Rebel Venture Capital Fund.

After graduation, Briggs worked with a pre seed start up running their finances, forecasting, and assisting with the creation of pitch decks to secure financing. Combining his love for wealth management and passion for entrepreneurship he began his career as a Financial Advisor with Morgan Stanley where he focuses on founders and early employees at start-up companies. With Morgan Stanley he focuses on assisting clients understand their financial needs, plan for the future, and make sure they are able to reach their goals. With an emphasis on equity compensation, he focuses on mitigating the risk of concentrated positions and minimizing potential tax liabilities.

Outside of work, he enjoys basketball, golf, and playing his guitar or piano.

Briggs has been included as a member of the Pacesetter's Club since 2023.

As a Financial Planning Analyst, Hannah is dedicated to helping clients achieve their financial goals through personalized, comprehensive solutions. She works closely with clients to understand their unique needs, offering guidance across all aspects of the planning process. By combining her knowledge of wealth management and her operational expertise, she ensures a seamless experience, from strategy development to execution. Hannah collaborates closely with other team members to deliver holistic solutions, empowering clients to make informed decisions and pursue their financial aspirations with confidence.

Hannah has seven years of wealth management experience, starting her career in 2018 as a Client Service Associate with the Capitol Bridge Group, where she managed the operational and administrative aspects of client relationships.

A graduate of the University of Kent in Canterbury, England, Hannah holds a bachelor's degree in business. Originally from Middleburg, Virginia, she now resides in Chevy Chase, Maryland. Passionate about travel, Hannah enjoys immersing herself in new cultures, and in her spare time, she also enjoys wine tasting and horseback riding.

As a Client Relationship Analyst, Will partners closely with Steve, Hannah, Mark and Briggs to support and enhance the client experience. Serving as a key point of contact, he assists with account inquiries, transaction requests, and ongoing service needs while helping ensure seamless day-to-day operations. Will always looks for ways to support the advisory team in delivering thoughtful, personalized investment solutions. With a strong interest in emerging technologies, he is particularly focused on how artificial intelligence can be leveraged to improve efficiency and help generate additional value for clients.

Raised in Kensington, Maryland, Will attended Walter Johnson High School before going on to Wesleyan University, where he double majored in Economics and Psychology. A dedicated student-athlete, he was a tight end on the Wesleyan football team, earning recognition as a two-time NESCAC champion and member of the winningest class in program history. In addition to athletics, Will served as Co-President of the Wesleyan Investment Group, a representative on the Student-Athlete Advisory Committee, Team IMPACT Fellow, and Philanthropy Chair for Delta Kappa Epsilon Fraternity.

Will brings a strong foundation in wealth management through experience in both advisory and regulatory roles. As a Wealth Advisory Intern at The Glenmede Trust Company, he supported portfolio management and wealth planning strategy while contributing to AI-driven workflow improvements. Prior to that, Will interned at FINRA, where he focused on regulatory compliance and delivered data-driven insights on key market and policy developments.

Will enjoys staying involved in the local community, where he played a role in the launch of BabyCat Brewery (he still bartends there on occasion). Outside of work, Will has a passion for international travel, exploring new foods, working-out, and spending time with friends and family. Always looking for ways to stay active, Will has developed a new interest in pickleball and is working on his golf game.

Nicholas Givan is a Client Relationship Analyst with the Capitol Bridge Group at Morgan Stanley, having joined the firm in July of 2026. Nicholas values the direct impact Wealth Management has on clients’ lives, helping people understand their finances and move closer to their goals drives his purpose in his career. He is excited to continue learning about financial services. He has passed the SIE exam and is currently studying for the series 7 and 66 exams.

Nicholas graduated from Georgetown University, with a bachelor’s degree in Sociology and a minor in Economics. At Georgetown, he was a two-time captain of the Track and Field team and a two-time NCAA East Regional qualifier. Nicholas also served as the Recording Secretary of his chapter of Alpha Phi Alpha, the first intercollegiate, Black, Greek-letter fraternity.

Nicholas grew up in Woodbridge, New Jersey and currently resides in Washington DC. He enjoys sports, nature, and exercise. Outside of work, you can find him at DC run clubs or working on his golf game.