The Mathias Group at Morgan Stanley

Trevor Mathias is a Managing Director, Wealth Advisor, Family Wealth Director, Senior Portfolio Management Director, Certified Financial Planner practitioner, Chartered Retirement Planning Counselor, and Lending Specialist with the firm’s Chicago office.

Trevor received his B.S. degree in marketing and finance from the University of Illinois, Chicago (UIC). He also holds an MBA from the University of Chicago Booth School of Business, a Law degree from The John Marshall Law School (now non-practicing), and has a certificate in financial planning from Northwestern University. In addition, Trevor has taught finance courses as an adjunct professor at the College of Business Administration at the University of Illinois at Chicago. He has also served on boards and finance committees, including for the Kohl Children’s Museum and the University of Illinois Alumni Association. In 2010, Trevor was elected into the UIC Alumni Leadership Academy.

Before joining Morgan Stanley, Trevor was a Financial Advisor at American Frontier Financial and a Divisional Vice President and Senior Retirement Consultant at UBS.

Born and raised in Calgary, Canada, Trevor came to the United States on an NCAA Division I hockey scholarship. He was a member of the 1989 Canadian National Hockey Championship Team. In his spare time, Trevor enjoys golf and marathon running. Trevor resides in Glenview with his wife and three children.

Patrick is an honors graduate of Boston College, with degrees in both economics and history. He is a Certified Financial Planner, CFP and earned his Certified Private Wealth Advisor designation at the University Of Chicago Booth School Of Business. Before he joined Morgan Stanley, he gained experience in banking with WestPac Banking Corporation in Melbourne, Australia, an affiliate of Bank of America. He also successfully launched a small business that still operates today in Barcelona, Spain and London, England. Patrick also enjoyed time in Tokyo, Japan teaching. He is an avid but not good skier and golfer, and is an Ironman triathlete.
In addition to a commitment to success in his professional life, Patrick has an overriding desire to help others. He spent many years active with Big Brothers and Big Sisters of Chicago as a mentor, as well as a volunteer tutor and committee member for WITS. WITS tutors (Working In The Schools) work with Chicago Public School students on a weekly basis to improve reading and study skills of underprivileged students. Patrick currently lives in Chicago with his wife, a native of Venezuela, which has motivated them to dedicate their philanthropic endeavors to the Illinois Venezuelan Alliance. Currently their little free time is spent chasing the baby of the family.

Adam joined Morgan Stanley in 2010 and is a First Vice President, Financial Advisor, Certified Financial Planner practitioner, Alternative Investments Director, and Lending Specialist with the firm’s Chicago office. Adam develops customized wealth management solutions with a strict focus on holistic planning and alternative investments. He provides clients with unparalleled strategies by passionately focusing on their core values and leading with exceptional ideas.

Originally from Barrington, Illinois, Adam was a two sport all-state athlete. He received several opportunities to play division one baseball in college but chose to focus 100% of his efforts on his coursework at the Kelley School of Business. Adam earned a B.S. in finance from Indiana University in Bloomington, Indiana, and a certificate in financial planning from Northwestern University in Chicago, Illinois. He began his career as an intern with The Mathias Group, then Client Service Associate, Financial Advisor Associate and is now a Partner in the practice.

Over the years, Adam has contributed his time and resources to numerous philanthropic organizations in Chicago. He co-founded the local chapter of Model Citizen Fund to provide supplies and support to Chicago’s homeless population. He also served as a volunteer tutor for WITS (Working In The Schools) and the All Starts Project of Chicago, aiming to mentor and improve literary skills for students within Chicago Public Schools.

Adam is an automotive enthusiast and a black belt in Tae-Kwon Do. He enjoys all types of athletics, including hockey, baseball, golf and running.

Tom is an Associate Vice President, Financial Advisor, and Certified Financial Planner™ Practitioner with the Mathias Group Wealth Management team at Morgan Stanley. As a CFP^® practitioner, Tom helps his clients define and achieve their goals by delivering a comprehensive financial plan with investment solutions personalized to their objectives.

Tom earned a Certificate in Financial Planning from Northwestern University and received his B.S. degree in Finance from the Farmer School of Business at Miami University. He also holds the FINRA Series 7 and 66 registrations.
In addition to his work with Morgan Stanley, Tom enjoys contributing his time towards WITS (Working in the Schools), LOSS – Catholic Charities, and is a founding member of the CHRISCHROSS Foundation. He resides in Chicago, Illinois and loves to golf, travel, and try new restaurants.

John joined The Mathias Group in 2018, bringing with him a wealth of knowledge and experience. He earned his Certificate in Financial Planning from Northwestern University in Chicago, Illinois, and holds a B.S. in Finance and Business Administration from Elmhurst University.

As a second-generation Financial Advisor, John has witnessed firsthand the dedication his father showed to his clients, treating them like family. Following in his father’s footsteps, John is passionate about helping his “family” achieve their financial goals. As a Certified Financial Planner™ Professional, he offers a comprehensive and personalized approach to wealth planning.

Outside of work, John is committed to giving back to the community. He actively supports several charitable organizations, including The Humane Society, LIVESTRONG, and WITS (Working in the Schools). A passionate sports enthusiast, John enjoys playing volleyball, baseball, and golf. In his free time, you can often find him at the gym or spending quality time with his wife and family.

Carolina is a Group Director with The Mathias Group. She has been in the finance industry since 2013. Carolina has a certificate in financial planning from Northwestern University, she holds the FINRA Series 7 and 66 licenses, as well as the Illinois Life and Health Insurance Licenses. She graduated from DePaul University with a B.S. degree in both Finance and Business Management. Carolina is from Chicago, Illinois. Outside of work, she loves to read, travel, and enjoys all types of music.

*Disclaimer: This role cannot solicit or provide investment advice.

Chris Lakatos is a Registered Associate with the Mathias Group and joined the Morgan Stanley in late 2022. Chris has several years of client service experience in various industries including retail, software support, and sales. In 2021, he made the decision to shift gears and pursue a career in the Finance industry. Prior to joining Morgan Stanley, Chris began his finance career with Empower Retirement as an Advisory and Planning Consultant. Chris graduated from the University of Arkansas in 2014 with a major in Business Administration and minor in Marketing Management. Chris holds the FINRA Series 7 and Series 66 licenses.

Chris is originally from Dallas, Texas. Outside of work, he enjoys spending time with his family and friends, exercising, being outdoors, and traveling.

Ryan Witt is a Registered Associate with the Mathias Group and joined Morgan Stanley in the summer of 2023. He previously worked with U.S. Bank as a mutual fund administrator where he helped with the servicing on a variety of mutual funds before he decided to make the shift to wealth management. He graduated from Marquette University in 2022 majoring in Finance and Economics with a concentration in Applied Investment Management. Ryan is licensed with his Series 7 and Series 66.

Outside of work, he likes to spend time traveling with his family, playing pickup hockey, exercising, and rooting for his favorite Chicago teams.

Meg Witt is a Client Service Associate with the Mathias Group and has recently joined Morgan Stanley. Before making the switch to wealth management Meg previously worked with Fay Servicing, a mortgage servicer, as an internal auditor where she helped with analyzing the business's risk and processes. In May of 2020 she graduated from St. Norbert College with a degree in Business Administration and concentration in Finance.

In her free time, she enjoys walking her dog, playing tennis, exercising, and having a good meal with her family.

Eagan Callahan joined The Mathias Group at Morgan Stanley as a Client Service Associate. He graduated from Elon University in 2023 with a degree in Economic Consulting and a minor in Supply Chain Operations. With a background in process optimization and leadership, he served as president and captain of Elon University’s Hockey Club. In his free time, Eagan enjoys playing hockey and golf.