The Principe Group

As a Managing Director at Morgan Stanley Private Wealth Management, Steve brings 25 years of experience advising affluent families and business leaders. Steve leads a seven-member team focused on designing highly customized financial plans, bespoke investment solutions, access to private banking services and family office resources. In addition to leading team strategy, Steve's responsibilities include asset allocation policy, tax-efficient investment strategies, executive compensation, philanthropic planning and leveraging Morgan Stanley’s Private Bank to manage liabilities.

Steve was recognized as a Forbes Best in State Wealth Advisor in 2019, 2022, 2021, 2022, 2023 and The Principe Group was named Forbes Best-In-State Wealth Management Teams in 2023, 2024 and 2025.

Steve serves on the board of trustees for Horizons for Homeless Children in Boston. He founded the Horizons for Homeless Children Golf Tournament in 2013 and continues to serve as their annual chairman. Steve is a former board member of the Inner City Scholarship Fund (2013-2019) and has been recognized by the Dana Farber Cancer Institute as a "Heavy Hitter" for funds raised through his participation in the Pan Mass Challenge (2017-2023). Steve's interests include traveling with his family, golf, fishing and skiing. He is a proud graduate of the University of New Hampshire with a degree in Economics.

Steve and Adrienne, his wife of 20 years, live in Concord, Massachusetts, with their four children.


2019, 2022, 2021, 2022, 2023, 2024 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded2019, 2022, 2021, 2022, 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.

2023, 2024, 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023, 2024, 2025) Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.

Katie Hay is a Private Wealth Advisor with over 20 years of experience at Morgan Stanley. Prior to joining The Principe Group, she held a variety of management, administrative and operational positions within the firm. Katie’s determination and commitment to provide clients with personalized comprehensive financial plans led her to complete her certification as a CERTIFIED FINANCIAL PLANNER™. As a CFP^® professional, Katie focuses on developing and implementing highly customized financial and estate planning strategies for the team’s HNW clients. With a tremendous work ethic and client-centric focus, Katie contributes to an outstanding overall client experience.

Katie is a graduate of the University of Delaware. She lives in Hingham, Massachusetts with her four children and enjoys spending time with family and friends.

Glen Donovan plays a vital role in creating an outstanding overall service experience for the team’s clients, utilizing his investment background to monitor and propose tactical adjustments to client portfolios as well as performing a broad range of administrative duties. Glen joined the team at Morgan Stanley after spending three years at John Hancock Investment Management. During his career, Glen's passion for the markets led him to take and pass all three levels of the Chartered Financial Analyst^® exam as well as the Chartered Alternative Investment Analyst^® exam and he is both a CFA^® and CAIA^® Charterholder.

Glen graduated from Hamilton College, where he majored in neuroscience, minored in economics and played four years of varsity football. In his free time, he enjoys watching sports, especially football, and playing golf and squash. Glen lives in Newton, MA with his wife Zoe and their dog Judge.

Matt Freilino supports the team in delivering an outstanding overall client service experience. Charged with an extensive range of operational and administrative responsibilities, Matt works directly with clients to open accounts, fulfill cash management requests and handle various other account maintenance activities. He plays a particularly prominent role in the administration of the team’s banking and lending offerings. Matt takes pride in responding promptly and professionally to client requests, helping to ease the day-to-day stress of managing significant wealth.

Matt studied finance and economics at The Ohio State University. After graduating in 2019, he joined Morgan Stanley’s Columbus, Ohio branch as a Cash Management Analyst. He moved to Boston in the summer of 2021 to become a member of The Principe Group.

When not at work, Matt enjoys golfing, watching and playing sports, and spending time with friends and family. He currently lives in Boston’s North End.

Isabela Tilles is currently a Wealth Management Associate with The Principe Group at Morgan Stanley. Serving as the organizational glue behind the practice, Isabela supports the team in streamlining the day-to-day operations and overall business development.

Prior to joining The Principe Group in 2023, Isabela spent 4.5 years at Morgan Stanley’s Wellesley office as a Client Service Associate, where she built strong relationships with clients, assisting with facilitating transactions, account maintenance, confirmations of service, and meeting follow-ups. She has amassed over 7 years of total wealth management industry experience. Isabela holds her Series 7, 66 and Life & Health Insurance licenses.

Outside of work, Isabela competes in powerlifting at a national level. She is also a coffee enthusiast and enjoys trying different coffee roasteries in her free time. She currently resides in Newton, MA.