OUR MISSION STATEMENT
We seek to give you the time to do what you do best.
We seek to give you the time to do what you do best.
As a team specially designated and trained by our firm to work with high net worth families, we skillfully coordinate our client’s financial needs and goals in a holistic fashion, and act as your advocate in all wealth matters. Our team operates on the principles of transparency, respect and objectivity. No conflicts. No hidden agendas. By offering institutional quality financial planning and non-proprietary asset management vehicles, we provide wealth advisory solutions from a perspective very different than traditional financial advisors. This combination of personal attention and access to the firm’s most senior and experienced intellectual capital entitles you to a different kind of working relationship with our firm; designed to meaningfully integrate your life and your wealth.
Greg Hurlbrink is a Managing Director at Morgan Stanley with 29 years of financial planning and investment consulting experience. Mr. Hurlbrink heads a team of 8 professionals addressing the comprehensive investment consulting needs of institutions and ultra-high net worth families. Greg was named a Top 1200 Financial Advisor by Barron's.
Over his career, Greg has been a frequent speaker for investor and trade groups, and a source for local and national financial media. A native Baltimorean, Greg is an active member in his community, serving on several volunteer boards and committees. Greg lives in Baltimore County, Maryland with his wife and three children.
Securities Agent: AL, AZ, CA, CT, DC, DE, FL, GA, ID, IL, MA, MD, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
Since beginning his career with Legg Mason in 1992, Mark has focused on advising individuals and families who require solutions for the protection, growth, and transfer of wealth. Mark has an extensive background in employer sponsored retirement plans and is the primary consultant to the team’s corporate retirement plan clientele. He has a deep understanding of plan design, investment strategy, fiduciary responsibility, vendor selection, participant education, fee benchmarking and all other aspects of corporate retirement plan strategy.
Mark graduated with a degree in Commerce from the University of Virginia’s McIntire School of Commerce and holds the CERTIFIED FINANCIAL PLANNER ™ designation. He is a native Baltimorean and an active community member. Mark resides in Baltimore, Maryland with his wife and two sons.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV; General Securities Representative; Investment Advisor Representative; Managed Futures
A CERTIFIED FINANCIAL PLANNER ™ with over 20 years of experience, Traci assists affluent individuals with a broad range of planning services including retirement, investment and intergenerational wealth planning. She recently earned the Certified Private Wealth Advisor® designation from the Booth School of Business at the University of Chicago in partnership with IMCA®. This prestigious credential signifies an advanced level of understanding of wealth management challenges facing high net worth families.
Prior to joining Morgan Stanley, Traci was an associate at DB Alex Brown concentrating on stock option plans, restricted stock and 10b5-1 transactions for corporate executives.
A native of Syracuse, Traci graduated with a degree in Business Administration from Ithaca College. She is an active youth mentor with Sisters Circle and resides in Severna Park, MD with her husband.
Securities Agent: AL, CA, CT, DC, DE, FL, GA, IL, MA, MD, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
Kurt serves a wide range of clients with diverse investment needs and profiles. His areas of focus include wealth planning, investment portfolio construction, and managing investor behavior. Kurt is a CERTIFIED FINANCIAL PLANNER TM designee. This professional credential is a rigorous educational endeavor requiring mastery of nearly 100 topics on integrated financial planning, and involves very strict ongoing educational commitments.
A graduate of Cornell University, Kurt completed Cornell’s ROTC program and was commissioned as a U.S. Army Officer. Kurt serves on the boards of Red Cross of Central Maryland, Roland Park Baseball Leagues, and Roland Park Annual Fund. He resides in Baltimore, MD with his wife and three children and enjoys coaching youth athletics and running.
Securities Agent: AL, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
Todd serves as the team's Consulting Group Analyst, a prestigious title actively held by less than 400 Morgan Stanley employees globally. Todd's responsibilities include investment performance monitoring and measurement, asset allocation modeling, evaluation and selection of investment management organizations, and analysis of portfolio holdings.
Prior to joining the team in 2006, Todd spent two years in the finance department of a national non-profit organization, where he continues to serve as treasurer. He graduated witha Bachelor's degree in Business from Mount Saint Mary's University.
Brian manages all of the team's administrative functions, including new account implementation, internal transfers from outside banks and brokerages, income distribution and statement reconciliation. His oversight into all client account activity and other internal processes ensures there are strict controls in place to deliver reliable, prompt and courteous client service.
With over 3 decades of supervisory experience in the financial services industry, Brian has earned a well-deserved reputation for his consistent demonstration of client service excellence. A native and lifelong resident of Maryland, Brian lives in Baltimore County with his wife.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV; General Securities Representative; Investment Advisor Representative
Lindsey joined the team in May 2018 and comes to us with seven years of financial services industry experience. She is a graduate of Washington University in St. Louis and earned her master's degree from the University of Michigan.
Julia recently graduated with an honors designation from the University of Michigan, Ross School of Business. She spent the summer of 2017 with us as an intern and joined the team as a Client Service Associate in May 2018.
Creating customized financial strategies for the challenges that today's families face.
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
See all of your financial data in one location, regardless of where your accounts are held, directly on Morgan Stanley Online and the Morgan Stanley Mobile App.
Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .
*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC
* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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