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Chesapeake Wealth Management Group
at Morgan Stanley Smith Barney
at Morgan Stanley Smith Barney
Financial Advisors
650 South Exeter Street
Suite 1100
Baltimore, MD 21202
Suite 1100
Baltimore, MD 21202
tel: 410-736-5321
toll free: 800-837-5833
fax: 410-736-5499
toll free: 800-837-5833
fax: 410-736-5499
Left to right: Thad Ismart, Brian Harrison, Mark Altemus,
Kurt Overton, Greg Hurlbrink, Traci Mitchell, Cathy Dawson,
Todd Sajauskas
Kurt Overton, Greg Hurlbrink, Traci Mitchell, Cathy Dawson,
Todd Sajauskas
Group Details
Gregory S. Hurlbrink, CFP®
Managing Director - Wealth Management
Family Wealth Director
Family Wealth Director
tel: 410-736-5316
toll free: 800-837-5833
fax: 800-837-5833
Professional Details
- Founding Partner of Chesapeake Wealth Management Group
- 23 Years of Investment Consulting and Wealth Management Experience
- CERTIFIED FINANCIAL PLANNER™
- Ranked by Barron's Magazine as one of the "100 Finest High-End Financial Advisors" for Five Consecutive Years
- Named by Worth Magazine as one of the "Top 250 Wealth Advisors" in America
- Tailored Practice to Address the Comprehensive Needs of High Net Worth Individuals and Small Institutions
- Graduate of the College of William and Mary
- Trustee of Loyola Blakefield and Active on a Variety of Community Boards
Gregory S. Hurlbrink, CFP® is licensed in the following state(s): AK, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
Mark Altemus, CFP®
First Vice President - Wealth Management
tel: 410-736-5317
toll free: 800-837-5833
fax: 866-287-0906
Professional Details
- Over 17 Years of Wealth Management Experience
- CERTIFIED FINANCIAL PLANNER™
- Director for the Team's Qualified Retirement Plan Consulting Practice
- Serves as the Chairman of the Leadership Board of the American Lung Association of Maryland
- BS - Commerce
University of Virginia
Mark Altemus, CFP® is licensed in the following state(s): AK, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, PA, SC, TN, TX, VA, WA, WI
Traci L. Mitchell, CFP®
Second Vice President - Wealth Management
Financial Planning Specialist
Financial Planning Specialist
tel: 410-736-5318
toll free: 800-837-5833
fax: 866-287-0906
Professional Details
- A Financial Planning Practitioner with Over 13 Years of Experience
- CERTIFIED FINANCIAL PLANNER™
- Assists Affluent Individuals and Families with Broad Range of Planning Services
- Served as an Investment Associate at DB Alex Brown Prior to Joining the Team
- BS - Business Administration / Marketing
Ithaca College
Traci L. Mitchell, CFP® is licensed in the following state(s): AK, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MT, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
Kurt M. Overton, CRPS®
Financial Advisor
Financial Planning Specialist
Financial Planning Specialist
tel: 410-736-5335
toll free: 800-837-5833
fax: 866-287-0906
Professional Details
- CHARTERED RETIREMENT PLANS SPECIALISTSM Designation
- Financial Planning Specialist Designation
- President, Cornell Club of Maryland
- Mentor, Crossroads School
- 1994 - 1999: United States Army Officer
- Graduate of Cornell University
Kurt M. Overton, CRPS® is licensed in the following state(s): AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VT, WA, WI, WV
Todd A. Sajauskas
Portfolio Management Associate
tel: 410-736-5719
fax: 410-736-5499
Professional Details
- Serves as the team's Portfolio Management Analyst
- Conducts investment manager research, due diligence and evaluation
- Models asset allocation and provides portfolio measurement and monitoring
- Honored as Analyst of the Year by Smith Barney's Consulting Group
- Graduate of Mount Saint Mary's University
Professional Details
- 23 Years of financial services supervisory experience
- Manages the team's administrative function and internal processes
- Series 7,63,65,9 & 10 licensed
Cathy A. Dawson
Registered Client Service Associate
tel: 410-736-5322
fax: 410-736-5499
Professional Details
- 12 Years of industry experience with Morgan Stanley Smith Barney*
- Executes daily operational responsibilities including trading and new account implementation
- Series 7 & 66 licensed
Thad J. Ismart
Registered Client Service Associate
Financial Planning Associate
Financial Planning Associate
tel: 410-736-5321
fax: 410-736-5499
Professional Details
- Financial Planning Associate- Morgan Stanley Smith Barney* designation
- Team trading specialist
- 4+ years industry experience starting with T. Rowe Price in 2005
- Series 7 & 66 licensed
- UMBC - B.S. in Economics
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.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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.
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