Royal Banyan Wealth Management Group

A founding partner of The Royal Banyan Wealth Management Group, Chris Prindle brings his 35 years of experience in the financial services industry to the needs of wealthy individuals, families, endowments and foundations. In his role as the team’s Co-Chief Investment Officer, Chris crafts highly customized investment portfolios based on each client’s specific objectives, and offers valuable insights, perspective and knowledge through market and economic cycles.

Prior to joining Morgan Stanley Private Wealth Management, Chris spent 15 years as an Executive Director and investment specialist at JP Morgan Private Bank. In this role, he managed clients’ investment portfolios and handled portfolio construction, implementation and ongoing management. Together with his team, Chris delivered comprehensive wealth management capabilities to assist clients in achieving their financial goals.

Chris began his career with First Union National Bank, where his positions included Senior Vice President and Investment Strategist in Wealth Management. His early-career experience at the firm included roles as an analyst and relationship manager, and he quickly rose to become the youngest partner in the firm’s Private Bank division.

Chris earned a B.A. in economics from Wake Forest University, and went on to become a CFA charterholder (CFA^®) and a member of the CFA Institute and CFA Society of South Florida. He also has been a distinguished guest lecturer in the Executive Forum Lecture Series at Florida Atlantic University College of Business.

Outside the office, Chris is a member of Men Giving Back South Palm Beach County, which supports charitable needs in the community. He is an avid golfer and enjoys swimming, skiing, hiking and traveling with his family. Chris and his wife reside in Boca Raton.

Kevin Bryan is a founding partner of The Royal Banyan Wealth Management Group and serves as the team's Co-Chief Investment Officer. In that role, Kevin advises clients on strategic asset allocation, tactical trading and opportunistic investment strategies. Together with his team, he tailors advice to address the specific investment, lending and estate-planning needs of successful entrepreneurs, business owners and families with multigenerational wealth. Kevin offers an experienced perspective, helping his clients think holistically about managing concentrated positions, private holdings, and diversification strategies to manage risk and liquidity.

Prior to joining Morgan Stanley Private Wealth Management, Kevin served as an Executive Director and Investment Specialist for J.P. Morgan Private Business Advisory in Florida. He worked closely with the firm’s strategy and solutions teams to provide clients with the firm’s best portfolio-management insights across various asset classes.

Kevin received his B.S. in finance and graduated cum laude from the University of Florida. He went on to earn the Chartered Financial Analyst (CFA^®) designation and is a member of the CFA Institute and CFA Society of South Florida. Kevin is also credentialed as a Certified Exit Planning Advisor (CEPA^®).

In his free time, Kevin enjoys golf, reading and traveling with his family. A native Floridian, he lives in Tequesta with his wife and two daughters.

A founding partner of The Royal Banyan Wealth Management Group with two decades of diverse financial service experience, Phil Reagan focuses on the needs of high-achieving individuals and families with complex balance sheets and concentrated wealth. Phil works to gain an understanding of the concerns and aspirations each client has for themself, their family and future generations so he can marshal the firm’s resources to deliver integrated estate-planning, banking, investing and borrowing strategies that can help unlock their financial opportunities.

Prior to joining Morgan Stanley Private Wealth Management, Phil rose through a series of increasingly responsible positions at J.P. Morgan, becoming a Managing Director and Florida Co-Head for J.P. Morgan Private Business Advisory. Earlier in his career, he served as an investment banker at Hyde Park Capital Partners in Tampa, representing corporate clients in mergers and acquisition, and capital-raising efforts. Applying his investment-banking and deal-making experience, he advises his business-owner clients on pre-transaction and advanced estate-planning strategies. Phil earned a B.B.A. from Stetson University and an M.S. in finance from the University of Florida.

Phil is highly active in his South Florida community, having served as Board Director and Secretary for the Palm Beach Symphony, Board Director and Campaign Chair for Habitat for Humanity of Greater Palm Beach County, and Board Director and a member of the Investment Committee for Chapman Partnership in Miami. He has also served on committees for the Florida Atlantic University student-managed investment program, Greater Fort Lauderdale Alliance, American Heart Association, Trustbridge Hospice Foundation and Palm Health Foundation.

Phil enjoys golfing, road and mountain biking, clay shooting and pickleball. He has also participated in various endurance triathlon competitions, including four Ironman races. A native Floridian, he lives in Delray Beach with his wife and two daughters.

A founding partner of The Royal Banyan Wealth Management Group, Todd Adelstein brings 25 years of experience to the complex financial needs of entrepreneurs, family offices, institutions, real estate executives and other stewards of generational wealth. Dedicated to delivering the highest level of attention and responsiveness, Todd customizes comprehensive solutions that encompass virtually every aspect of their financial lives: goals-based financial planning, liability management, investment management across public and private markets, trusts and estate planning, philanthropic planning, family governance, lifestyle concierge, and private banking. Partnering with his clients’ attorneys, CPAs and other professional advisors, Todd and his team act as a “board of directors” to ensure their clients’ needs are fully met.

Prior to joining Morgan Stanley Private Wealth Management, Todd spent 15 years at J.P. Morgan Private Bank, where he was a Managing Director and Co-Head of J.P. Morgan’s Private Business Advisory. He began his career as a Relationship Manager with the Private Advisory Group of First Union National Bank in Washington, D.C. Todd earned his B.S. in public finance with a minor in economics from Indiana University.

Todd enjoys competitive tennis, pickleball, boxing and traveling with his family. A native Floridian, he lives in Boca Raton with his wife and two children.

Jason Semel is a Financial Advisor, Certified Financial Planner, and Associate Vice President. He has over 10 years of experience in finance and has been with Morgan Stanley since 2015.

Jason is passionate about helping people make sound financial decisions that improve their lives. He is dedicated to thoroughly understanding his clients’ financial position and goals. Jason strives to develop long term relationships and provide insightful advice on saving for retirement, charitable giving, estate planning, insurance, and investment management. He leverages Morgan Stanley’s first-class resources to find unique solutions for his client’s financial objectives.

He enjoys helping families and individuals succeed. One of his objectives is to deliver customized programs designed to preserve and grow wealth and simplify their lives so they can focus on the people and passions that mean most to them.

Jason graduated from Vanderbilt University with a degree in Economics. He is Life, Accident and Health insurance licensed.

He lives with his fiancé in Boca Raton, Florida. He enjoys spending quality time with his family, friends, and their dog Winston. In addition, Jason is an avid pickleball player.

Kyle Berardi is responsible for a broad range of operational and administrative functions, contributing to an exceptional overall service experience for clients of The Royal Banyan Group. Kyle serves as the first point of contact for many client inquiries and service requests, and supports the team’s Advisors in a trading capacity, and the opening and monitoring of new and managed accounts.

Prior to joining Morgan Stanley in 2024, Kyle served as a Financial Solution Advisor at Merrill Lynch – Bank of America, gaining skills that effectively support the Advisors and clients of The Royal Banyan Group.

Originally from Syracuse New York, Kyle has spent the last three years in Philadelphia, before moving to Delray Beach, Florida, with his fiancée. In his free time, he enjoys staying active training for marathons, skiing and surfing.

Anita Patel is the PWM Business Development Director for the Royal Banyan Wealth Management Group leveraging the integrated firm to bring best in class service and offerings to our clients. She oversees the essential operational functions for optimal team collaboration and enhancing the group's boutique service model.

Anita has been instrumental in elevating the ultra-high net worth clients client experience over the past 18 years at Morgan Stanley across impactful Wealth Management roles on The Friedlander Group, Transition Management Services, The Bergman Group, The Continuum Group, and most recently as Business Development Associate on the PWM New York Management team, where she launched the PWM Foundation Series and the PWM Identifying The Opportunity Program. Prior to joining Morgan Stanley, Anita was a Legal Analyst at Merrill Lynch.

Beyond her role, Anita is on the Morgan Stanley Women In Wealth NYC Chapter Community Engagement Committee, Co-Head of the PWM Volunteer Club, and serves as the North America Co-Chair of the Morgan Stanley Hindu Faith Forum.

Outside of the office, Anita enjoys traveling, studying Vedic scriptures, hiking, and is an avid community volunteer. She serves as the Vice President of Donor Relations on the University of Florida Gotham Gator Club Executive Board of Directors and is Chair of The Nanubhai Education Foundation. She is a mentor for The Fresh Air Fund’s College Connections Program leading first generation high school students on the journey to college.

Anita earned a Bachelors in Business Administration degree with a specialization in Mass Communication from the University of Florida.