The Princeton Legacy Group at Morgan Stanley

Jason is currently an Executive Director/Senior Portfolio Management Director and Financial Advisor at Morgan Stanley. He has been in the financial industry for 20 years, the last 15 years at Morgan Stanley. He is excited to be part of The Princeton Legacy Group formed in 2022, and prior to joining he and his father Randy were partners of The Jones Group. He graduated from Rutgers University with a degree in Sociology and Economics.

The team’s primary focus is reviewing all aspects of their client’s financial lives through a disciplined financial process providing each client with a standard of care. Utilizing financial planning, cash flow analysis, business planning, retirement planning, asset & liability management to help meet each clients unique needs. For his commitment to his clients, Jason was named to Morgan Stanley’s Pacesetter's Club in 2008. This club is reserved for the firm’s top Financial Advisors who, within their first five years, demonstrate the highest professional standards and first-class client service.

Jason is responsible for managing discretionary portfolios that the team has developed. The strategies focus on ETFs, mutual funds, individual stocks, and bonds to create a customized well balanced approach for each client. Technical analysis, hedging, and strategy come from various research to help create these dynamic models.

Jason grew up in Princeton, NJ area and now resides in Yardley, PA with his wife Kellie and two young daughters Lucy & Fiona. In his free time he enjoys golfing, playing basketball, traveling and spending time with his children.

The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.

Technical analysis is the study of past price and volume trends of a security in an attempt to predict the security's future price and volume trends. Its limitations include but are not limited to: the lack of fundamental analysis of a security's financial condition, lack of analysis of macro economic trend forecasts, the bias of the technician's view and the possibility that past participants were not entirely rational in their past purchases or sales of the security being analyzed. Investors using technical analysis should consider these limitations prior to making an investment decision.

Peter Mittnacht is a Senior Vice President, Portfolio Manager and Government Entity Specialist with the Princeton Legacy Group at Morgan Stanley. He has over three-and-a-half decades of experience helping a broad range of clients achieve their financial goals.

Peter has spent most of his 37-year career with Morgan Stanley and several of its predecessor companies - a main reason he is highly adept at leveraging the global resources and vast capabilities of the firm to his clients’ advantage.

Peter mainly serves high-net-worth investors, foundations, retirement plans and family offices. Many of his clients have been with him for decades and have become friends, and he now serves the children and even grandchildren of long-time clients.

During his long career, Peter has firmly established an impeccable reputation for integrity and professionalism.

A good communicator and listener, Peter takes the time to get to know his clients in great detail before making any recommendations and keeps in touch with them as often as needed to keep them well-informed.

In addition to these attributes, Peter helps keeps investors from making emotional investment decisions during periods of excessive market volatility because he has worked through just about every type of market environment.

“I agonize when markets turn volatile,” he says, “but I keep my clients focused on their long-term investment goals, and where appropriate, use downturns to add to existing positions, which can help lower their average cost.”

Peter says one of the greatest joys of having worked in the industry for as long as he has is that he has seen the compounding effect of money help his clients achieve their financial goals.

He hopes to help other investors achieve similar goals in the years ahead.

Peter is a graduate of Middlebury (Vermont) College, where he earned a bachelor’s degree in economics. He has been married for nearly 40 years and he and his wife have three adult children and three grandchildren. In his free time, he enjoys visiting his children and grandchildren, reading historical novels, playing golf, and meticulously following the financial news.

Christopher Tiffany is a Vice President Financial Advisor at Morgan Stanley. A results-driven professional, Chris is dedicated to helping financially successful individuals and families achieve their personal and professional goals. His disciplined approach focuses on the development of a comprehensive wealth management plan and a commitment to providing outstanding service. He enjoys guiding his clients in simplifying their financial lives, so they may enjoy the wealth they have created and leave the legacy they desire.

Chris’s goal-based process begins with asking the right questions and actively listening. This information then serves as the foundation for the development of a custom plan that reflects his clients’ goals for the future. He prides himself on delivering personal warmth and care with a strategic approach to help professionals and their families nurture and pursue considerable wealth, so they may pass it along to future generations. For his commitment to his clients, Chris earned Morgan Stanley’s PaceSetter award in 2015,2016,2017, and 2018. This award is reserved for the firm’s top Financial Advisors who, within their first five years, demonstrate the highest professional standards and first-class client service. 

A graduate of West Virginia University, Chris began his career in financial services at Merrill Lynch in 2011. He later joined his father at Morgan Stanley in late 2012 and established The Tiffany Group before evolving into the Princeton Legacy Group. Chris currently lives in Mercer County, NJ with his wife, Danielle and daughter Audrey. In his free time, he enjoys golfing, hiking and swimming.

Leonard has been in the financial services business since 1979, where he started in Compliance. He began his career as a Financial Advisor at Kidder Peabody in 1988. In 1992, he joined Paine Webber before moving to his current firm of Morgan Stanley in Lawrenceville, New Jersey in 2000.

Leonard grew up in East Islip, New York on Long Island. He earned his BSBA in Finance from Georgetown University in Washington, D.C. in 1978 and his MBA in Finance from Fordham University at the Lincoln Center campus in New York City in 1983.

Leonard has been living in his current city of Chesterfield, New Jersey for the past 26 years. He has been married to his wife Anna for the last 37 years, and has 2 children, both of whom graduated from Washington and Lee University in Lexington, Virginia.

Leonard has spent several years coaching youth basketball and soccer. Leonard was also a Past President of the Metuchen Rotary Club.

2016, 2017, 2018, 2020, 2021, 2022, 2023, 2024 and 2025 Five Star Wealth Manager Award

Source: fivestarprofessional.com (2016, 2017, 2018, 2020, 2021, 2022, 2023, 2024 and 2025) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.

Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html

Greg is a Senior Vice President, Portfolio Manager, Qualified Plan Financial Consultant (QPFC) and Chartered Retirement Planning Counselor (CRPC) with more than 37 years of experience. Greg has dedicated his entire career to serving the specialized needs of financially successful professionals, retirees, nonprofit organizations and 401k clients in New Jersey and the surrounding areas.
Greg delivers a personalized approach that focuses on the development of a comprehensive wealth management plan and a commitment to providing outstanding service.
Combining his deep knowledge of the financial markets with sagacity and good judgement. He focuses on investment management, guiding clients on the growth and preservation of their assets. He takes pride in his ability to put advanced concepts into action and effectively communicate these concepts. Above all, Greg enjoys creating long-term relationships with his clients, helping them simplify their lives, so they may enjoy the wealth they have created for their families.
Greg’s passion to pursue a career in finance led him to earn degrees in Economics and Finance at Rutgers University. Upon graduation, Greg was hired by Merrill Lynch. For the next 23 years, he honed his skills in portfolio management and retirement planning, before joining Morgan Stanley in 2009.
Greg currently resides in West Windsor with his wife and their three children. Greg is active in his local community and supports several local charities. When not in the office, Greg enjoys being at the ocean with his family, playing golf and strumming his guitar.

Megan Mandella is a Financial Planning Specialist and Wealth Management Associate for the Princeton Legacy Group, where she works alongside advisors and clients to help prepare comprehensive financial plans, including retirement projections, equity awards analysis, risk management and legacy planning strategies.

Megan began working with Morgan Stanley in 2015, as a Wealth Advisor Associate, focusing on wealth planning to uncover client’s long-term objectives and taking the steps necessary to help reach their goals. In 2017, Megan became a Financial Advisor, forming new client relationships, guiding her clients through their personalized planning and investment journey. While Megan enjoyed this role, she knew if she focused on planning, her knowledge could benefit a greater number of clients, therefore she is now dedicated to helping the Princeton Legacy Group create financial plans.

Prior to joining Morgan Stanley, Megan served in the United States Air Force for 12 years as an Intelligence Operations Analyst. One of her favorite assignments was at Spangdahlem Airbase in Germany, supporting the F-16 and A-10 fighter jets, where she also completed SERE School (Survival School) and Combat Targeting training. Over the span of her military career, she has deployed to Iraq in support of Operation Iraqi Freedom and temporarily assigned to many locations, to include South Korea, Bulgaria and Qatar. Currently, she continues to serve as an Intelligence Analyst in the Air National Guard.

Megan resides in Medford, NJ where she enjoys spending time with her husband and two dogs. She enjoys reading, cooking, working out, and is a beginner in the alpine mountaineering sport.

Jenna Ball is a Business Development Associate at Morgan Stanley. With 16 years of experience, Jenna takes pride in providing exemplary customer service and working with the team to grow new and existing client relationships. In addition, she has been a Complex Service Coach for the last year, training and mentoring new and existing Client Service Support Professionals in the region.

A graduate of TCNJ, Jenna began her career in financial services at Morgan Stanley in 2008. She currently lives in Ewing, NJ with her husband and two children. In her free time, she enjoys spending time with family and watching sports.

Frank Lucchesi is currently a Client Service Associate at Morgan Stanley. In his role, he is responsible for cultivating and fostering client relationships as it relates to individual client needs and inquiries. A 2020 graduate from Muhlenberg College with a Bachelor of the Arts degree in Finance, Frank was able to gain crucial knowledge through his internships as a Global Wealth Management Advisory Intern at Merrill Lynch as well as an Audit Intern at The Mercadien Group. From there, he knew he wanted a career in financial services to help families meet and exceed their financial goals. Frank strives every day to give each client a positive client experience and aspires to one day become a Financial Advisor.

Frank was an All-Conference defensive-end for Muhlenberg College, a power-house Division III College Football program. In Frank’s final two years, the Mules were back-to-back Centennial Conference champions and the program landed a 2018 Elite 8 and a 2019 Final 4 appearance in the NCAA national football tournament.

Originally from Hamilton Township, New Jersey, Frank resides in Robbinsville, New Jersey. An avid sports enthusiast, he enjoys golfing, skiing, boating, spending summers down the shore, and spending time with friends and family.