Peter B Princi, CIMA®
Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, International Client Advisor, Certified Investment Management Analyst
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.
NMLS#: 1290683
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