THE AISTEAR WEALTH MANAGEMENT GROUP at Morgan Stanley

Bareq Peshtaz serves as Senior Vice President and Family Wealth Director for the esteemed Aistear Wealth Management Group. With a keen focus on assisting successful families and individuals in navigating the intricate challenges of multigenerational wealth management, Bareq leads a team of six industry professionals dedicated to investment management and personalized wealth planning. Under his leadership, the Aistear Wealth Management Group currently oversees $1.2 billion in client assets as of March 2024, serving as trusted advisors and personal CFOs to their discerning clientele.

Bareq's journey to wealth management excellence is marked by a diverse background and a relentless pursuit of knowledge. He earned his Bachelor of Science in Cell and Molecular Biology from the University of Washington before embarking on a successful career trajectory. Beginning in the chemical distribution industry, Bareq swiftly ascended to national sales executive and product manager roles at TRInternational, Inc. His entrepreneurial spirit led him to ownership and executive positions within the franchising industry, where he played instrumental roles in the growth and prominence of leading brands such as Desert Sun and Palm Beach Tan, Inc.

In 2011, Bareq transitioned his experience to the wealth management realm, joining Bernstein Private Wealth Management in Seattle as a Vice President and Financial Advisor. Drawn by Morgan Stanley's reputation for offering comprehensive wealth management solutions, he joined the firm in 2013. Today, Bareq holds the esteemed title of Family Wealth Director, a testament to his professional focus in serving ultra-high net worth families. He is a Certified Investment Management Analyst^® (CIMA^®) and CERTIFIED PRIVATE WEALTH ADVISOR^® (CPWA^®), having completed rigorous training programs at the Yale School of Management. Additionally, he holds various internal Morgan Stanley designations, including Insurance Planning Director, Alternative Investment Director, Workplace Advisor-Equity Compensation advisor, and Lending Specialist.

Bareq's commitment to excellence has earned him notable recognition in the industry. He was named a Best-In-State Wealth Advisor by Forbes/SHOOK in both 2023 and 2024, while The Aistear Wealth Management Group was honored as a Best-In-State Wealth Management Team in 2024.

Beyond his professional endeavors, Bareq is deeply engaged in philanthropic and community initiatives. He serves on the Board of Directors and Executive Committee of Akin (formerly Childhaven & Children's Home Society of WA). He is the President of the Akin Foundation Board. Additionally, Bareq is actively involved in local organizations such as Seattle Children’s Hospital Legacy Advisor Council, Northwest Family Business Advisors, East King County Estate Planning Council, Seattle Philanthropic Advisor Network, and Seattle Fifth Avenue Theater Corporate Council. He is an active member of the Investment Management Consultants Association (IMCA) and the Association of Professional Investment Consultants (APIC).

In his leisure time, Bareq enjoys pursuits such as golfing, skiing, boating, and exploring new destinations with his family. He resides in Bellevue, Washington, where he finds fulfillment in both his professional and personal pursuits with his family and their beloved labradoodle, Baxter.

Forbes Best-In-State Wealth Management Teams: Awarded January 2024, Source: Forbes.com, Data compiled by SHOOK Research LLC for the period 3/31/22-3/31/23

2023,2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2023,2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Todd Bonime is the first person many of our clients meet when they start working with The Aistear Group. Todd heads our business development efforts, forging relationships with attorneys, accountants and other centers of influence who understand the value an experienced team of financial professionals can offer their clients. Todd’s extensive capital markets background also provides our trading-oriented clients with someone they can turn to for guidance on individual stocks and new issues.

Todd began his financial services career more than three decades ago. A native of Portland, Oregon, he had always been fascinated by the financial markets. After graduating from Pomona College in California, he moved to New York to join a Morgan Stanley predecessor firm. There he served as the link between equity research analysts and Financial Advisors. Two years later, he moved back to the Northwest with the experience and contacts to begin his own career as a Financial Advisor.

Todd has been named to Morgan Stanley’s prestigious Master's Club since 2019, an elite group composed of the firm's top Financial Advisors. The appointment recognizes Todd's consistent creativity and excellence in providing a wide range of investment products and wealth management services to his clients. He also holds the internal Morgan Stanley designations Alternative Investments Director, Insurance Planning Director and Workplace Advisor-Equity Compensation.

Todd played varsity tennis in college and still competes with a number of USTA teams. He was a longtime member of Rotary #4 and a volunteer with The Boys and Girls Clubs of Seattle. He and his wife, Brenda, reside in Seattle’s Madison Park neighborhood.

Todd was recognized by Forbes/SHOOK in 2022, 2023, and 2024 as a Best-In-State Wealth Advisor, and The Aistear Wealth Management Group was named a Best-In-State Wealth Management Team in 2024.


Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC for the period 3/31/22-3/31/23

Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (Awarded April 2023, April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.

The newest member of the team, Brandon Leitgeb joined the Aistear Group in 2021. Contributing to an outstanding overall service experience, Brandon assists clients with everything from opening new accounts and arranging the transfer of funds to online account access.

Brandon graduated from the University of Washington's Foster School of Business. While there, Brandon was a key contributor to the baseball team as a four-year letterman and a member of the first team in school history to go to the College World Series. Brandon strives to bring his work ethic and team attitude to the Aistear Group.

Born and raised in Portland, Oregon, Brandon enjoys staying physically active and has a deep love for many sports, including a newfound one for golf.

Contributing to an outstanding overall service experience for the team’s clients, Sidney Hussainee is responsible for an extensive variety of operational and administrative tasks, from helping clients open new accounts to arranging funds transfers, income distributions and online account access.

Sidney initially joined Morgan Stanley at the beginning of 2019 as an intern for the team. He graduated from the University of Washington with a B.A. in finance.

A native of Puyallup, Sidney enjoys playing soccer and spending time with friends and family.

Drawing on more than 20 years of financial services experience, Erin Nold provides the team’s clients with the administrative and operational support they need to help keep their financial lives running smoothly.

Erin began her career at Edward Jones, where she worked for 13 years before joining Morgan Stanley in 2014. At The Aistear Group, she helps clients open accounts, transfer assets, complete documentation and address issues that range from updating beneficiaries to navigating Morgan Stanley’s online capabilities. She greatly enjoys the relationships she’s developed with clients over the years and the fact that many of them call her directly whenever they have an administrative problem to resolve.

Erin is a Seattle native who received an associates degree from South Seattle Community College. Outside the office, she is an avid supporter of The Multiple Sclerosis Society in honor of her mother, who lived with that disease for more than 30 years. She also loves to travel and looks forward to resuming that passion as the pandemic recedes in our rearview mirrors.

Eric Dimitrovich plays a major support role in the team’s financial planning efforts, working with clients to gather financial data, inputting it into the firm’s sophisticated financial planning platform and developing plans with the team.

Eric is a graduate of The University of Washington’s Foster School of Business. He has always had an interest in the financial markets, as well as a facility with numbers. Born in Richmond, Virginia, Eric and his family lived in Europe for several years before moving to Seattle. He is a soccer aficionado and avid bicycle rider, and recently he has been taking lessons in tango and other Latin American dances.