Grande-Antonitis Group at Morgan Stanley

Richard's longevity in the industry has taught him the value of planning, process and discipline. Throughout his distinguished career—which began in 1975—he has helped a blue-chip clientele navigate turbulent and booming markets, and key inflection points in their financial journeys.

Today, Richard builds on his decades of experience to help clients take a rational and realistic approach to their wealth and expectations. He draws upon an array of competencies, and those of his colleagues, to create and implement customized strategies on their behalf. In each client relationship, he emphasizes the importance of delivering clear and timely advice and guidance—emblematic of the team's boutique-like offering.

To provide strong, risk-adjusted returns for clients across market cycles, Richard builds and manages each client's portfolio using equity, fixed income and derivative investments. He crafts and adjusts asset allocation using sophisticated models and selects from asset managers who are among the best in their class.

Before joining J.P. Morgan, Richard held a similar title at First Republic. Prior to that, he was a Senior Vice President and Financial Advisor at Morgan Stanley. He launched his career at Kidder, Peabody & Co./PaineWebber.

Generous with his time and resources, Richard is a member of the Advisory Board of Boston Healthcare for the Homeless, an active member in the Big Brothers Big Sisters program, and President of the Board of Trustees for 100 Southern Artery, a 500-unit facility for the elderly. He is a past member of the Holy Family Parish Finance Committee.

Richard "graduated twice" from the University of Massachusetts with a Bachelor of Science degree in Mathematics and Industrial Management, as well as an M.S. in Finance.

Al brings clients more than 35 years of extensive wealth management experience. Since launching his career at Kidder, Peabody & Co. in 1987, he has helped deliver a highly personal, planning-based approach that places each client at the center of a multi-faceted strategy he builds on their behalf.

In addition to designing asset allocation models and selecting managers for each client's portfolio, Al is responsible for implementing trading strategies for the group's discretionary equity portfolios. He also oversees the performance reporting for its institutional consulting relationships. Over the years, Al has worked extensively with restricted stock transactions, Section 16 trading issues, and the construction of 10b5-1 trading programs.

Al has collaborated with Richard Grande on developing investment portfolios for more than 25 years. They formed a team in 2000 at Bank of America Securities, later transitioning to Morgan Stanley and subsequently to J.P. Morgan. In 2026, they rejoined Morgan Stanley.

Al holds the CERTIFIED FINANCIAL PLANNER^®(CFP^®) designation awarded by the Certified Financial Planner Board of Standards, Inc. and a Bachelor's degree in Chemistry and Computer Science from Boston University.

He also holds a place in his heart for serving the community. He is a former president and director of Concord-Carlisle Youth Soccer, and longtime director of the Boston Area Youth Soccer League. Al also served on the Board of Visitors for the Fenn School in Concord, Massachusetts. Currently, he chairs the board of trustees for the pension plan of the Roman Catholic Archdiocese of Boston and is a committee member for its 401(k) plan.

Al and his wife, Rosemary, make their home in Concord. They have one adult son, a graduate of Boston College.

After years of working alongside seasoned industry veterans, Mark has built a career centered on deep, trusted client partnerships. He brings a sophisticated skillset to his advisory role, paired with a genuine understanding of the responsibility involved in managing both wealth and the complex expectations of the families he serves.

Mark works with clients on pre- and post-liquidity planning, asset allocation construction, single stock risk management and diversification, estate planning strategies, cash flow modeling, trust-related issues, and tax planning. He is keenly attuned to the opportunities and challenges inherent in preserving and transferring wealth.

Mark's greatest professional reward is getting to know clients exceedingly well and using that understanding to help craft a strategy that truly reflects their distinctive needs and desires. In learning from clients, he looks to connect the dots in their lives to a strategy meant to address key aspects of their financial picture. His ultimate objective is to simplify their financial lives, so that they can focus on what brings them joy and fulfillment. It is Mark's belief that a sound wealth management strategy begins with each client's vision of the future. Dedicated to being a consistent financial resource and presence, he feels it's incumbent on him to provide clients with the confidence to make informed decisions, especially when emotions can take hold.

Mark joined Morgan Stanley in 2026. Prior to this, he spent two years at J.P. Morgan, having transitioned from First Republic where he worked for ten years. Earlier in his career, he worked for four years at NEPC as a member of the Endowments and Foundations Team, where he conducted asset allocation studies, generated investment policy statements, evaluated investment managers and monitored their performance. During his last years at NEPC, he worked in its Chicago office helping to build the firm's presence in the Midwest. Prior to NEPC, Mark worked in US Bank's corporate trust division. He began his career in 2008.

Mark holds a Bachelor's degree in Economics from Bates College and is a CFA^® charterholder. He lives in Needham, Massachusetts, with his wife and two young children. In addition to coaching local youth sports teams, he is an avid traveler with family members residing in the US, UK and India. Mark is a past supporter of the Big Brothers Big Sisters program.

Paul is a dedicated Wealth Management Associate with a passion for combining analytical work with long-term client relationships. His journey in the financial services industry began on the institutional side, where he spent six years as an Investment Associate. During this time, he provided equity execution and research coverage to institutional clients, which laid a strong foundation for his career. His pursuit of the CFA Charter broadened his perspective on portfolio construction, risk management, and long-term investment planning, ultimately leading him to transition into private wealth management. Here, Paul applies his skills in a more relationship-driven setting, supporting advisors and clients with both technical and operational knowledge.

Paul's approach to wealth management is characterized by meticulous preparation, attention to detail, and consistent follow-through. He is committed to understanding each client's broader financial picture and supports the execution of planning and investment strategies through analysis and coordination. His passion lies in assisting to deliver a seamless client experience, helping ensure that all aspects of the client relationship are handled thoughtfully and efficiently. Colleagues and clients describe Paul as detail-oriented, responsive, and dependable, with a proactive approach to managing client relationships.

Working within a collaborative, team-based service model, Paul with his team members of the Grande-Antonitis Group to support client relationships. His role involves coordinating account activity, supporting financial planning initiatives, managing operational workflows, and helping ensure consistent communication. This structure allows clients to benefit from both personalized attention and the resources of a broader team. Paul's favorite part of the business is being a reliable point of contact for clients and contributing to long-term relationships. He worked at J.P. Morgan for eight years before moving to Morgan Stanley in 2026.

Outside of his professional life, Paul is actively engaged in his local community through his interests in music and athletics. He sings in a local choir and stays active through recreational sports, with a particular passion for soccer. Paul lives in Boston’s Back Bay with his wife, Lawson, and values spending quality time with family, especially during the summer months on Cape Cod. His commitment to balance, reliability, and long-term relationships guides both his personal life and his work, bringing consistency, care, and attention to detail to every client interaction.

Gray Humphrey is a dedicated Wealth Management Analyst who began his career in the financial services industry in 2024. With a strong foundation in financial markets and a passion for relationship building, Gray joined Morgan Stanley in 2026. He holds several professional certifications, including SIE, Series 7, and Series 66, which equip him with the necessary skills to help navigate the complexities of wealth management.

Gray's journey into wealth management was fueled by his interest in financial markets and their dynamic nature. He appreciates the opportunity to combine analytical work with client interaction, allowing him to apply both technical knowledge and interpersonal skills. His approach is unique in its flexibility, as he tailors strategies to meet each client's specific needs, helping ensure that solutions align with their financial goals. Clients and colleagues describe Gray as detail-oriented, reliable, and diligent, always approaching challenges with care and importance.

Outside of his professional life, Gray is committed to his community through his involvement in athletics, particularly with Volo Sports, which supports disadvantaged youth in the Boston area. Growing up in Summit, New Jersey, in a family deeply involved in athletics, Gray was inspired by his sisters, who played college lacrosse, to pursue sports at the collegiate level himself. He continues to stay active by playing lacrosse and soccer and is a dedicated New York sports fan with a strong interest in American history.

Gray's educational background includes a major in Political Science with a minor in Classics from Union College in Schenectady, NY. His personal experiences and family background in finance have significantly shaped his career path, providing him with a unique perspective and a deep understanding of the industry. Gray's favorite part of his work is helping to solve complex problems for clients and executing thoughtful solutions, making him a valuable asset to his team and clients alike.