OUR MISSION STATEMENT
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Experience, intellectual capital and dedicated personal service to help you meet your life goals
As your financial advisory team, we employ a collaborative approach to helping you identify and achieve your financial goals. We are experienced in the development of strategies for such goals as income production, college and retirement funding, tax deferral, and intergenerational wealth transfer. Using the firm’s vast array of resources, our team can help you develop, implement and monitor a plan to address your unique needs.
Should you choose to work with the Tree Brook Group, you will have access to some of the world’s most seasoned and respected investment professionals, world-class advice, a premier trading and execution platform, and a full spectrum of investment options.
The CBLH group focuses on comprehensive family wealth management. We emphasize retirement and legacy planning with a select group of clients. Working through a fact finding process, we identify specific needs among the 13 wealth management issues and assist our client in prioritizing and addressing those needs.
We have over 75 years of investment work experience and the ability to tap the resources of one of the largest and most prestigious financial firms in the world. We utilize our network of other financial representatives in our communities to help you accomplish your on your financial goals.
While wealth accumulation is important, it is simply a means to an end. Educating children and grandchildren, home ownership, retirement income planning, travel, recreational and philanthropic passions, as well as legacy concerns are the real wealth management goals we strive to address with both our new and long-time clients. Morgan Stanley offers a breadth of professional specialists to help us to provide solutions that are tailored to our client’s specific needs and circumstances.
Chris developed his interest in finance while taking and investment class at Oak Park River Forest High School. As his passion for investing grew, his Dean Witter Reynolds Financial Advisor befriended and hired him upon graduation from Texas Christian University.
His career with Morgan Stanley and predecessor firms (including Dean Witter) spans over 30 years. Chris has also served as a former Assistant Branch Manager for the Oakbrook office as well as the branch insurance and annuity coordinator.
He currently holds the title of First Vice President, Wealth Advisor. Within the team, he is active in the design of the portfolio management accounts, team strategy and review of insurance based investments.
As the markets and financial management became more complex, he sought to add value to client relationships by integrating additional educational and certification programs. He was awarded the industry-recognized CERTIFIED FINANCIAL PLANNER designation in 1993.
Beyond his work at Morgan Stanley, having taught investment classes to adults at both the College of DuPage and Elgin Community College has helped facilitate a better understanding and learning process for the team's clients.
He is married to a Registered Nurse and has three children. Chris has served as a Secretary for the Board of Commissioners for the Tri-State Fire Protection District in Darien, Illinois. Volunteering and community service has been an important part of his life. He has taken on leadership roles in the Cass District 63 Foundation for Educational Excellence, YMCA Adventure Guides Program and Darien Youth Club. He also volunteers for the Northern Illinois Food Bank, Feed My Starving Children and the Epsilon Beta Educational Fund (benefiting the Delta Tau Delta chapter at TCU).
Securities Agent: AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
Mr. Curtin is a CERTIFIED FINANCIAL PLANNER™ certificant and Wealth Advisor in Morgan Stanley, where he has worked for over 18 years. He provides strategic guidance on such matters as portfolio construction, family wealth management, security selection, retirement and college planning, and intergenerational wealth transfer.
Mr. Curtin has experience with equity instruments, including common and preferred stock, American Depositary Receipts (ADRs), mutual funds, exchange-traded funds, and unit investment trusts. He has been trained in a variety of fixed income instruments, such as corporate bonds, commercial paper, municipal bonds, U.S. Treasury securities, and government agency securities, such as those of the Federal National Mortgage Association and the Government National Mortgage Association. He is knowledgeable in various derivative instruments, including equity options, foreign currency and index options, and managed futures.
In addition to having immediate access to Morgan Stanley’s financial planning resources, Mr. Curtin draws on the expertise of the firm's network of analysts, strategists, economists, and other specialists in a way that allows him to best serve each client's specific needs. Mr. Curtin has managed or supervised the financial assets of corporate executives, profit sharing plans, pension plans, trusts and corporations, and counts current and past employees of Morgan Stanley and other financial institutions among his clients.
Mr. Curtin's investment philosophy involves carefully evaluating each client's needs, and customizing a strategy to addresses those needs. Mr. Curtin has been recognized annually in Chicago Magazine since 2012 as one of Chicago’s top Wealth Managers, most recently in the publication’s November 2016 edition.
Mr. Curtin currently holds the Financial Industry Regulatory Authority (FINRA) Series 7, 66 and 31 licenses, and in registered in 29 U.S. states. He holds a Bachelor of Science degree in Business Administration from Roosevelt University. Prior to his employment at Morgan Stanley, Mr. Curtin was a principal of a 500+ employee consulting engineering business, were he was responsible for that firm’s Chicago office, one of several nationwide.
Securities Agent: AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative
John Hong is a partner at CBLH Group at Morgan Stanley. John’s focus is geared towards working with new relationships for the team & continuing to enhance already existing relationships. He was a trader at the CBOT, NYSE, and Nasdaq Exchanges for over 16 years and brings a unique perspective of the market. Having traded through the 2001 and the 2008 crisis, he is an advocate for financial planning and disciplined investment strategy.
John resides in the northwestern suburbs of Chicago with his wife, Cathy, twin daughters, Kaitlyn & Ella, and his son, Ethan. He enjoys volunteering in his son’s baseball little league and with his daughters’ soccer team.
Securities Agent: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI; General Securities Representative; Investment Advisor Representative
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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