The Princi Group Wealth Management

Peter is a graduate of Wake Forest University with a degree in Business Finance and has earned the CIMA^® designation (Certified Investment Management Analyst SM) from The University of Pennsylvania Wharton School of Business. After his pitching days with the NY Mets minor league system, Peter joined Morgan Stanley in 1999 and has over 20 years’ experience in the industry and is the founder of The Princi Group which has offices in Boston and NY. The group consults on and manages over $12.5 billion of assets for institutional and high net worth clients. Of Peter’s many recognitions he was ranked #1 consultant in the country (out of roughly 100,000) in the annual “Top 40 Under 40” On Wall Street magazine in 2014 and in 2016-2024 was ranked in the Top 100 consultants by Barron’s Magazine, with the most recent ranking in 2024 of #2 in MA and #34 in the country out of about 600,000 registered consultants/advisors (according to FINRA). In addition, Forbes Magazine ranked him in the top 100 wealth managers from 2015-2024 and with a recent ranking of #39 in the country. As a Managing Director of Graystone and The Princi Group, Peter is the lead in the management and service of the Princi Groups’ private client relationships which include high net worth families/individuals, family offices, foundations, endowments, and insurance companies. He focuses his time on the creation of the investment and spending policy statements, determining strategic and tactical asset allocation policies, investment ideas and themes, manager selection and monitoring portfolio results. Peter serves on the committee for alternative Investments and Socially Responsible/Impact investing at Morgan Stanley as well as a number of outside foundation and endowment boards. In his time away from work, enjoys playing golf, skiing, fishing and coaching his 3 boys summer baseball teams.

Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded Aug 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Barron's Top 1,200 Financial Advisors: State-by-State
​Source: Barron's.com (Awarded Mar 2024) Data compiled by Barron's based on time period from Sept 2022- Sept 2023.
Barron's Top 100 Financial Advisors
Source: Barron's.com (Awarded Apr 2024) Data compiled by Barron's based on time period from Dec 2022 - Dec 2023.)
​Barron's Top 100 Private Wealth Management Teams
Source: Barron's.com (Awarded Apr 2024) Data compiled by Barron's based on time period from Dec 2022 - Dec 2023.)
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2015) Data compiled by the Financial Times based on time period from 9/30/13 - 9/30/14.

Bradley is a graduate of Wake Forest University, where he earned a Bachelor of Science in Business. He now has over 17 years of experience in the investment industry serving as an advisor to business owners, top executives and high net worth families alike. Since joining Morgan Stanley in 2009, Bradley has been recognized as one of Forbes’ Top Next Generation Advisors in 2021, 2020, 2019 and 2018, Forbes’ Top Millennial Advisors in the US in 2017 and named a Pacesetter Award Winner from 2010-2017. In 2023, Bradley and his 3 partners Peter Princi, Michael Landers and Ed Moore jumped the most slots on the Barron’s Top 100 Wealth Management Teams in the United States to a ranking of #41. Over the course of Brad’s tenure he has brought on select clients and relationships across the country. Bradley develops personal relationships with clients, to get an intimate understanding of their personal needs and interests. The youngest of four boys in a West Point family, he attributes his success to his father and a family environment where teamwork and competition were the cornerstones of his upbringing. At Wake Forest, Bradley further cultivated these strengths, learning analytical business skills in the classroom and taking on essential leadership roles while Captaining the Demon Deacon's nationally ranked baseball team. Bradley utilizes these skills when handling the varied needs of his clients, employing various strategies for portfolio construction; asset allocation; financial and estate planning strategies.

Bradley and his wife Lauren reside in Concord, MA with their 2 boys: Benjamin and Henry. He enjoys all indoor/outdoor sport activities, coaching his boy’s various teams and spending time in Osterville and at Hyannisport GC.

Bradley.R.Scioletti@MSGraystone.com
Office (617) 589-3359 | Fax (617) 570-0243

​2018-2021 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018-2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.

Michael is a graduate of Providence College and has over 27 years’ experience in the investment industry. He is a Family Wealth Director (FWD), a designation held by a select group of fewer than 4% of Morgan Stanley Financial Advisors1. Michael’s knowledge and experience in wealth transfer, family dynamics, philanthropy, estate planning, and asset allocation helps clients with their complex, multigenerational challenges of managing significant wealth. His goal is to help clients preserve their legacy, maintain their lifestyle and support the people, causes and institutions that add meaning to their lives. The FWD designation also allows Michael to access an exceptional group of wealth management professionals across a broad spectrum of needs at Morgan Stanley. These firm resources in addition to working with clients’ other professional advisors, such as their attorneys and tax professionals, allows Michael the ability to orchestrate the design and implementation of comprehensive wealth strategies to meet the needs of our clients.

Prior to joining Morgan Stanley Michael was an executive for one of the nation’s largest mutual fund companies, he conducted retirement education seminars throughout the U.S. and was a guest speaker at conferences in Europe and in Central America.

1 Source: MS Family Wealth Director Designee Roster, January 2022

Michael.J.Landers@MSGraystone.com
Office (617) 589-3431 | Fax (617) 570-0243

Greg Barbeau is a Senior Vice President and Family Wealth Director responsible for asset allocation and developing customized investment management solutions for the team’s clients. The experience in offshore markets Greg has acquired helps to ensure that investments are managed in accordance with the various rules of each offshore domicile in which the team does business.

Greg is also an Alternatives Investment Director with the firm, a recognition of the team’s commitment to integrating alternative strategies into our clients’ core portfolios through the use of private capital opportunities in equity, credit and real estate, as well as hedge funds. This investment approach helps our clients manage market volatility while diversifying sources of performance returns.

Greg graduated from Providence College with a B.A. and began his career at Bloomberg in New York. In 2004 he began working within Lehman Brothers’ private bank division before joining Barclays as part of their acquisition of Lehman. In 2013, Greg joined Morgan Stanley where he continues to provide wealth management advice and investment solutions to families and institutions.

Greg resides in Marblehead, Massachusetts, with his wife, Jenna, and their children, Cole and Avery. In his down time Greg enjoys skiing, live music and playing guitar.

Ed is a graduate of MIT with a BS in Mechanical Engineering and is a Chartered Financial Analyst with over 25 years of experience in fundamental equity analysis and portfolio management. Ed is the lead portfolio manager of the Princi Group’s proprietary Core Equity offering, a diversified long-only strategy that is utilized by both Institutions and Wealth Management clients. In addition, Ed is responsible for the development and implementation of asset allocation strategies including manager due diligence and selection as well as performance monitoring. Prior to joining The Princi Group Wealth Management at Morgan Stanley Ed was Director of Research and lead portfolio manager of the Small Cap and SMID Cap strategies at Satuit Capital Management. Over his career he has had fundamental analytical responsibility for the Technology, Communications, Energy, Healthcare, Industrial and Consumer industries, across all market capitalizations, and in growth, value, GARP and long/short styles. Ed started his professional career as a software developer and brings an engineer's approach to analysis and problem solving in the financial markets.

As a member of the Morgan Stanley Wealth Management “Middle Markets Group” (MMG), Carmine focuses on advising and implementing capital market solutions for the team’s institutional investor and insurance client base. Drawing on 15 years’ experience covering global institutions, Carmine provides customized sales and research coverage for boutique money managers, banks, trust departments, insurance companies, mutual funds and hedge funds.
Carmine started his career as a personal banker at Citizens Bank before transferring to Smith Barney, where he worked as a retirement specialist for two years. He then joined Lehman Brothers and subsequently Barclays prior to moving with his partners to Morgan Stanley in 2013.
Carmine graduated from the University of Vermont with a B.A. in economics. He resides in Needham with his wife, Liz, their son, Lee and two dogs.

Daniel F. Jones is a Financial Advisor within The Princi Group Wealth Management of Morgan Stanley. Daniel leverages the resources available at Morgan Stanley to evaluate clients’ financial holdings and implement asset allocation and investment strategies. In addition, he proposes personalized financial plans to help meet clients' stated objectives. Daniel is a graduate of Marquette University with a Bachelor of Science in Business and earned his Master of Science in Finance from the Carroll School of Management at Boston College. He is a CFA charterholder and former CPA. Prior to joining Morgan Stanley in 2016, Daniel worked for a middle market investment bank in the Boston area. He also has experience in public accounting and was a member of the business valuation group at EY.

Steven is a graduate of Bentley University with a BS in Finance & Economics and has over 18 years of experience in the financial services industry. Over the last decade, Steven has served as the lead relationship manager for the group's insurance clients, with a strong focus upon the offshore marketplace. With an intimate knowledge of the ongoing industry changes, Steven provides high touch services to both onshore and offshore clients, and in the process, he has become very familiar with changes to the industry overall, including the Solvency II Directive and Risk Based Capital.

For the past 5 years (2020-2024), Steven has been recognized within the ‘Best Asset Manager – Individual” award category by Captive International, for both the U.S. and the offshore captive insurance marketplace. In June 2023, Steven was named to the inaugural Captive International Forty under 40 list, recognizing some of the best and brightest individuals in the world of captive insurance. Steven is also a board member for the Bermuda Captive Network (BCN), and a member the Vermont Captive Insurance Association (VCIA). Steven lives in Canton, Massachusetts, with his wife, Felecia, and children, Anthony and Valentina. In his free time, Steven enjoys fishing and is an avid boater

Maggie McGoldrick is a Financial Advisor within the Princi Group of Morgan Stanley supporting key private client relationships in asset management, financial planning and generation wealth transfer. With over ten years at the firm, she brings her years of experience in the Morgan Stanley Alternative Investment Division to provide an extra level of expertise to the Princi Group’s ultra-high net worth clients.

Maggie is a graduate of the College of the Holy Cross with a Bachelor of Arts in Economics. While at HC she captained the Women’s Soccer Team for two years. Maggie credits her experience as a student, teammate and captain as giving her the drive to earn a spot in the esteemed Morgan Stanley rotational program within Wealth Management. Following the program Maggie joined the Alternative Investment Division where she helped manage various business strategies. She was elevated to Vice President and managed some of the firm’s most important third party asset management relationships, including Blackstone, KKR, Carlyle and Ares. After many years in New York City Maggie relocated back to Boston to join the Princi Group. Her decade-long experience within Morgan Stanley, in a variety of roles, gives Maggie a unique perspective and skill set in helping her clients meet their financial goals.

Maggie, who is originally from Cohasset, MA, currently resides in South Boston with her husband and son. She is on the Playmakers Board of Team IMPACT, Inc, and the South Shore Chapter member of the Women’s Business League. She enjoys playing golf and spending time with her family and friends.

Jamie graduated from Bay Path College with a Bachelor of Science in Business and has over 23 years’ experience in the investment industry. She is responsible for all aspects of the client service experience for The Princi Group at Morgan Stanley by overseeing our Client Service Associates who coordinate all client meetings, client communication and client account maintenance for both institutional and private wealth clients. She facilitates the relationships of all of the client’s financial professionals such as their attorneys and tax advisors and is the primary service contact for our largest relationships.

Jamie is originally from Western MA and currently resides in the suburbs of Boston with her husband, their two active boys and two dogs. In her free time she enjoys spending time in Vermont hiking, skiing and mountain biking.

Greg has had over 30 years of investment experience as both a portfolio manager and an analyst. Most recently, he served as a portfolio manager at Strategy Asset Managers where he managed a Concentrated Growth Strategy and worked on separately managed accounts for both institutional and high net worth clients. Prior to his work at Strategy Asset Managers, he worked as a portfolio manager at A.R. Schmeidler where he both managed high net worth accounts as well as developed research based investment ideas for clients’ portfolios. During his career, he also gained experience with alternative investments while he was the portfolio manager for the Stadia Opportunity Fund, a $110m hedge fund. In addition, Greg also was a co-manager on the State Street Research Investment Trust, a $2.5B growth and income mutual fund. He began his career as a senior municipal fixed income analyst at Fidelity Investments. Greg received his Masters of Business Administration in 1991 at The University of Pennsylvania Wharton School of Business. He completed his undergraduate education at Brown University in 1986 where he graduated Magna Cum Laude with a Bachelor of Arts in both Economics and Psychology. He currently holds the Chartered Financial Analyst designation (“CFA”) and is a member of the New York Society for Security Analysts. In his time away from work, Greg enjoys traveling, tennis, reading and spending time with his family.

Katrina is a graduate of Boston University with a Bachelor of Arts in Political Science and Business Administration and has over 15 years experience in the investment industry. She works alongside our Portfolio Management team to conduct investment manager searches and due diligence reviews. Katrina is responsible for all investment operations for our institutional and private wealth clients and oversees performance monitoring, portfolio holdings and generating customized client reports. Katrina also manages all aspects of syndicate trading and operations for our institutional and international client accounts. Additionally, she facilitates the RFP process for our institutional business development.
Katrina enjoys traveling, skiing, golf, and hiking with her two rescue dogs. She spends her time as a hospice volunteer and is a state-certified support group facilitator for the National Alliance on Mental Illness.

Katrina.L.Lastih@MSGraystone.comOffice (617) 589-3432 | Fax (617) 570-0243

Alexandra is a graduate of Boston College with a Bachelor of Arts in Economics and Spanish. She has over 10 years' experience in the investment industry. She is responsible for executing on all service related matters for some of our largest client relationships and offers skilled experience and knowledge in many fields. Her responsibilities also include assisting our CFP^® professional in creating and monitoring financial plans and preparing financial goal analyses based on our clients’ financial objectives. She aims to deliver the highest quality of service for our institutional and private wealth clients through her attention to detail, organizational skills and diligence. Alexandra, who is fluent in Spanish, also oversees the client service experience for our bilingual and international clients.

Alexandra is originally from the suburbs of Boston and currently lives in Back Bay, near two of her three siblings. She enjoys spending time with her family and friends, traveling, skiing, being active, and vacations on Martha’s Vineyard.

Alexandra.Russo@MSGraystone.comOffice (617) 589-3444 | Fax (617) 570-0243

Michael graduated in 2018 from Boston College with a Bachelor of Arts in Biology. He joined Morgan Stanley in 2019 as a Registered Client Service Associate. His responsibilities include executing any and all service related matters for our clients. He enjoys working in a team environment and has a passion for helping people with their finances, as he did in his previous job, as well. Before joining Morgan Stanley, he worked as a Financial Professional at AXA Advisors in Wellesley, MA. He spent his days helping public school employees, activate their 403(b) retirement plans and assess their financial plans for themselves and their families. He is originally from Boston and spent a few summers working in Chatham, MA, at a fish market, while he surfed on his days off.

Michael currently lives in Boston and enjoys spending time with his family and friends, rock climbing and hiking every weekend with his younger brother.
Michael.Alvarez@morganstanley.com (617) 589-3451

Rob graduated from Messiah University with a Bachelor of Science in Business Administration. He is responsible for managing client accounts and facilitates in the day-to-day operations of The Princi Group. His exceptional time management and organizational skills help ensure quality service for the team's clients.

Rob is a CERTIFIED FINANCIAL PLANNER™ professional, and has earned the CIMA^® designation (Certified Investment Management Analyst) from The University of Pennsylvania Wharton School of Business. Prior to joining Morgan Stanley, Rob worked as the Northeast Division Internal Sales Team Leader at one of the oldest asset management firms in the world, MFS Investment Management.

Originally from Winchester, MA, Rob is the fourth of five kids and currently resides in Boston’s Beacon Hill with his wife, Connor. Rob was a member of the men’s club hockey team in college, and still enjoys staying active through a number of sports leagues, golf and tennis, and traveling with his family.

Abbie is a graduate of Fordham University Rose Hill with a Bachelor of Arts in Political Science and Spanish Language. During her time at Fordham, Abbie interned at several firms, including Wheels Up LLC. and Discover Inc. After graduating in 2020, Abbie joined 1251 Capital/Diffractive Managers Group, a boutique asset management distribution firm in Boston, MA. She started as an Internal Sales Consultant and was elevated to Senior Account Manager in the Financial Institutions Group, managing several key relationships with partner firms, such as Wells Fargo, UBS, and Stifel. At the Princi Group, Abbie is responsible for managing client accounts, supporting the financial advisors on the team, and leads marketing efforts for the team. Originally from Cohasset, MA, Abbie currently lives in Boston. She spent several summers working at a marina in Osterville on Cape Cod and tries to spend as much free time as possible on the Cape. Abbie is involved with Team IMPACT and is a member of the Boys and Girls Club Friends Council. Abbie also holds FINRA Series 7, 63, & 66 licenses.

Deirdre graduated from Boston College in 2023 with a Bachelor of Arts in Communications and Marketing. While at BC, Deirdre was a student-athlete on the Women’s Ice Hockey team for 4 years and a team captain. She was also a member of the Student Athlete Advisory Committee. After graduation, she joined Fidelity Investments and worked as a Client Experience Associate before moving into a senior level role as an Associate in Brokerage Operations. She was tasked with building relationships with service managers to enhance the overall client experience. Deirdre is a Client Service Associate with the Princi Group and responsible for the client administrational needs and requests,and supporting the financial advisors on the team. Deirdre is originally from Newton, MA and currently lives in the North End in Boston. In her free time, she enjoys spending time with friends and family, travel, and summering on Cape Cod, MA.

Kerstin Gordon focuses on designing personalized financial plans and asset allocations for the team’s high net-worth individuals and families, with a particular focus on trust & estate planning needs and international clients. With a background in trading, Kerstin continues to leverage her capital markets and relationship building experience to support and empower clients to reach their financial goals. Born and raised in the British Virgin Islands, Kerstin deeply understands the unique challenges that international clients face and draws on her real-world experience to provide complex solutions to her clients.

Kerstin graduated from Pace University in New York City, with a B.A. in Economics and began her career at Goldman Sachs. When not working with clients, she enjoys playing squash, boating, being active, or being near the ocean. Growing up, she proudly played for the British Virgin Islands National Squash Team, becoming ranked in her age group. She remains active in the community and currently serves on the Massachusetts Squash board for the greater New England area. Kerstin resides in the historic North End of Boston.

Jake graduated from Providence College in 2024 with a Bachelor of Arts in Marketing and a Minor in Finance. During his time at school he interned at several firms, including, UBS and Morgan Stanley, as well as a marketing firm in Milan, Italy where he spent 6 months living. He then ultimately joined the Princi team after graduation. Jake is a Client Service Associate with the Princi Group and is responsible for assisting the financial advisors on the team. Jake is originally from Medfield, MA and currently lives in South Boston. He spends his summers in Falmouth on Cape Cod, where he loves to go boating and fishing. In his free time, he enjoys golfing, watching football, playing lacrosse, and hanging out with friends and family.