Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, International Client Advisor, Certified Investment Management Analyst
Phone:
(617) 589-3229(617) 589-3229
Our Story
The Princi Group at Graystone Consulting from Morgan Stanley combines the specialized expertise of a boutique consulting firm with the extensive resources of a global financial institution. We collaborate closely with our institutional clients to develop customized investment solutions that align with their strategic objectives and risk management frameworks.
Our process begins with a deep dive into the unique challenges and opportunities facing your organization. By understanding your operational landscape and strategic goals, we can design a comprehensive investment strategies that reflect your company’s identity and long-term vision.
Our commitment to staying ahead of the market trends enables us to assist our clients in preserving capital while optimizing growth potential. We prioritize understanding what you value most, allowing us to leverage Morgan Stanley’s vast resources effectively to address your specific needs and build a partnership based on trust and confidence.
By focusing on your specific circumstances and objectives, we ensure that our recommendations position your organization for sustained success in a dynamic market environment.
The Princi Group has been named to several prestigious industry rankings –
The Princi Group
Barron's 2025 "Top 250 Private Wealth Management Teams" Ranking #42
Barron's 2024 "Top 250 Private Wealth Management Teams" Ranking #34
Captive International’s 2025 - 2020 “Cayman Awards – Asset Management Firm” Ranking #1
Forbes Magazine 2025 "Best in State Wealth Management Teams" Ranking #3 in Massachusetts
Peter B. Princi, CIMA®
Barron's 2025 "Top 1200 Financial Advisors" Ranking #2 in Massachusetts
Barron’s 2025 “Top 100 Financial Advisors” Ranking # 24
Barron's 2024 "Top 100 Financial Advisors" Ranking #39
Forbes Magazine 2025 "Best in State Wealth Advisors" Ranking #2 in Massachusetts (Boston)
Forbes Magazine 2025 "Top Wealth Advisors" Ranking #36
Steven C. Gaziano
Captive International’s 2025 - 2020 “Cayman Awards – Asset Management Individual” Ranking #1
Captive International’s 2023 Forty under 40
Award Disclosures - https://www.morganstanley.com/disclosures/awards-disclosure.html
Captive International June 2020, June 2021, June 2022, June 2023, June 2024, June 2025 – Captive Insurance News and Analysis Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Captive International to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Captive International and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Captive International. All rights reserved.
Our process begins with a deep dive into the unique challenges and opportunities facing your organization. By understanding your operational landscape and strategic goals, we can design a comprehensive investment strategies that reflect your company’s identity and long-term vision.
Our commitment to staying ahead of the market trends enables us to assist our clients in preserving capital while optimizing growth potential. We prioritize understanding what you value most, allowing us to leverage Morgan Stanley’s vast resources effectively to address your specific needs and build a partnership based on trust and confidence.
By focusing on your specific circumstances and objectives, we ensure that our recommendations position your organization for sustained success in a dynamic market environment.
The Princi Group has been named to several prestigious industry rankings –
The Princi Group
Barron's 2025 "Top 250 Private Wealth Management Teams" Ranking #42
Barron's 2024 "Top 250 Private Wealth Management Teams" Ranking #34
Captive International’s 2025 - 2020 “Cayman Awards – Asset Management Firm” Ranking #1
Forbes Magazine 2025 "Best in State Wealth Management Teams" Ranking #3 in Massachusetts
Peter B. Princi, CIMA®
Barron's 2025 "Top 1200 Financial Advisors" Ranking #2 in Massachusetts
Barron’s 2025 “Top 100 Financial Advisors” Ranking # 24
Barron's 2024 "Top 100 Financial Advisors" Ranking #39
Forbes Magazine 2025 "Best in State Wealth Advisors" Ranking #2 in Massachusetts (Boston)
Forbes Magazine 2025 "Top Wealth Advisors" Ranking #36
Steven C. Gaziano
Captive International’s 2025 - 2020 “Cayman Awards – Asset Management Individual” Ranking #1
Captive International’s 2023 Forty under 40
Award Disclosures - https://www.morganstanley.com/disclosures/awards-disclosure.html
Captive International June 2020, June 2021, June 2022, June 2023, June 2024, June 2025 – Captive Insurance News and Analysis Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Captive International to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Captive International and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Captive International. All rights reserved.
Senior Vice President, Institutional Consulting Director, Government Entity Specialist, International Client Advisor
Phone:
(617) 757-8887(617) 757-8887
First Vice President, Institutional Consultant, Senior Portfolio Manager, Government Entity Specialist, International Client Advisor
Phone:
(617) 589-3415(617) 589-3415
Senior Vice President, Institutional Consultant, International Client Advisor, Middle Markets Group
Phone:
(617) 757-8897(617) 757-8897
Phone:
(617) 589-3359(617) 589-3359
Senior Vice President, International Client Advisor, Alternative Investments Director, Family Wealth Director, Senior Portfolio Manager
Phone:
(617) 757-8877(617) 757-8877
Phone:
(617) 589-3431(617) 589-3431
Phone:
(617) 757-2324(617) 757-2324
Phone:
(617) 589-3281(617) 589-3281
Phone:
(617) 589-3422(617) 589-3422
Phone:
(617) 589-3253(617) 589-3253
Phone:
(617) 589-3432(617) 589-3432
Phone:
(617) 589-3425(617) 589-3425
Phone:
(617) 478-6487(617) 478-6487
Phone:
(617) 757-8857(617) 757-8857
Phone:
(617) 589-3444(617) 589-3444
Phone:
(617) 589-3402(617) 589-3402
Phone:
(617) 589-3451(617) 589-3451
Phone:
(617) 589-3227(617) 589-3227
Phone:
(617) 757-2343(617) 757-2343
Phone:
(617) 589-3258(617) 589-3258
Contact Peter B Princi
Contact Steven C. Gaziano
Contact Edward T. Moore Jr.
Contact Carmine Rullo
Contact Bradley R Scioletti
Contact Gregory Barbeau
Contact Michael J Landers
Contact Kevin Seabury
Contact Gregory Markel
Contact Daniel F. Jones
Contact Maggie McGoldrick
Contact Katrina Lastih
Contact Jamie Racine Hollenbeck
Contact Kerstin E. Gordon
Contact Daphney Jocelin
Contact Alexandra Russo
Contact Rob Wheatley
Contact Michael Alvarez
Contact Abbie McLean
Contact Jake Sherman
Contact Deirdre Mullowney
Our Offices
28 State Street
33rd Floor
Boston, MA 02109
US
Direct:
(617) 589-3229(617) 589-3229
Toll-Free:
(800) 752-2678(800) 752-2678
In the News
Ready to invest in what matters to you?
Let’s talk. Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclosures. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
The securities/instruments, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Not all products and services are available to clients outside of the United States.
When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.
Morgan Stanley Smith Barney LLC offers investment program services through a variety of investment programs, which are opened pursuant to written client agreements. Each program offers investment managers, funds and features that are not available in other programs; conversely, some investment managers, funds or investment strategies may be available in more than one program. Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on a client’s specific investment objectives and financial position, may not be appropriate for the client. Please see the applicable program disclosure document for more information, available at www.morganstanley.com/ADV or from your Institutional Consultant.
The Global Investment Manager Analysis (GIMA) Services Only Apply to Certain Investment Advisory Programs. GIMA evaluates certain investment products for the purposes of some – but not all – of Morgan Stanley Smith Barney LLC’s investment advisory programs (as described in more detail in the applicable Form ADV Disclosure Document for Morgan Stanley Wealth Management). If you do not invest through one of these investment advisory programs, Morgan Stanley Wealth Management is not obligated to provide you notice of any GIMA Status changes even though it may give notice to clients in other programs.
Morgan Stanley Wealth Management’s Outsourced Chief Investment Officer (OCIO) program provides a discretionary investment management solution for accounts generally in excess of $25 million in assets. The program’s robust investment process includes investment policy statement development and review, customized asset allocation, investment product selection, risk management, disciplined rebalancing and ongoing portfolio monitoring. To learn more about the OCIO program, read the applicable Morgan Stanley Smith Barney LLC ADV brochure and/or brochure supplement, available at www.morganstanley.com/ADV. In the OCIO program, accounts are subject to an
annual asset-based fee which is payable quarterly in advance (some account types may be billed differently). In general, the Fee covers all fees or charges of Morgan Stanley (including investment advisory services, brokerage commissions, compensation to Morgan Stanley Financial Advisors and Morgan Stanley custodial charges) except certain costs or charges associated with the account such as any applicable Sub-Manager fees or certain securities transactions, including dealer mark-ups or mark-downs, auction fees, certain odd-lot differentials, exchange fees, transfer taxes, electronic fund and wire transfer fees; charges imposed by custodians other than Morgan Stanley.
Information contained herein is based on data from multiple sources considered to be reliable and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley.
You should understand the differences between a brokerage and advisory relationship. When providing you brokerage services, our legal obligations to you are governed by the Securities Act of 1933, the Securities Exchange Act of 1934, the rules of self-regulatory organizations such as the Financial Industry Regulatory Authority (FINRA), and state securities laws, where applicable. When providing you advisory services, our legal obligations to you are governed by the Investment Advisers Act, Federal statutes and regulations relating to retirement accounts, and applicable state securities laws. These latter advisory obligations govern our conduct and disclosure requirements, creating a legal standard which is referred to as a “fiduciary” duty to you. We also may have a fiduciary duty to you, with respect to brokerage retirement accounts.
Please reach out to your Institutional Consultant if you have questions about your rights and our obligations to you, including the extent of our obligations to disclose conflicts of interest and to act in your best interest. For additional answers to questions about the differences between our advisory and brokerage services, please consult with your Institutional Consultant or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
©2025 Morgan Stanley Smith Barney LLC, Member SIPC. Graystone Consulting is a business of Morgan Stanley Smith Barney LLC.
Awards Disclosures | Morgan Stanley
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclosures. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
The securities/instruments, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Not all products and services are available to clients outside of the United States.
When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.
Morgan Stanley Smith Barney LLC offers investment program services through a variety of investment programs, which are opened pursuant to written client agreements. Each program offers investment managers, funds and features that are not available in other programs; conversely, some investment managers, funds or investment strategies may be available in more than one program. Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on a client’s specific investment objectives and financial position, may not be appropriate for the client. Please see the applicable program disclosure document for more information, available at www.morganstanley.com/ADV or from your Institutional Consultant.
The Global Investment Manager Analysis (GIMA) Services Only Apply to Certain Investment Advisory Programs. GIMA evaluates certain investment products for the purposes of some – but not all – of Morgan Stanley Smith Barney LLC’s investment advisory programs (as described in more detail in the applicable Form ADV Disclosure Document for Morgan Stanley Wealth Management). If you do not invest through one of these investment advisory programs, Morgan Stanley Wealth Management is not obligated to provide you notice of any GIMA Status changes even though it may give notice to clients in other programs.
Morgan Stanley Wealth Management’s Outsourced Chief Investment Officer (OCIO) program provides a discretionary investment management solution for accounts generally in excess of $25 million in assets. The program’s robust investment process includes investment policy statement development and review, customized asset allocation, investment product selection, risk management, disciplined rebalancing and ongoing portfolio monitoring. To learn more about the OCIO program, read the applicable Morgan Stanley Smith Barney LLC ADV brochure and/or brochure supplement, available at www.morganstanley.com/ADV. In the OCIO program, accounts are subject to an
annual asset-based fee which is payable quarterly in advance (some account types may be billed differently). In general, the Fee covers all fees or charges of Morgan Stanley (including investment advisory services, brokerage commissions, compensation to Morgan Stanley Financial Advisors and Morgan Stanley custodial charges) except certain costs or charges associated with the account such as any applicable Sub-Manager fees or certain securities transactions, including dealer mark-ups or mark-downs, auction fees, certain odd-lot differentials, exchange fees, transfer taxes, electronic fund and wire transfer fees; charges imposed by custodians other than Morgan Stanley.
Information contained herein is based on data from multiple sources considered to be reliable and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley.
You should understand the differences between a brokerage and advisory relationship. When providing you brokerage services, our legal obligations to you are governed by the Securities Act of 1933, the Securities Exchange Act of 1934, the rules of self-regulatory organizations such as the Financial Industry Regulatory Authority (FINRA), and state securities laws, where applicable. When providing you advisory services, our legal obligations to you are governed by the Investment Advisers Act, Federal statutes and regulations relating to retirement accounts, and applicable state securities laws. These latter advisory obligations govern our conduct and disclosure requirements, creating a legal standard which is referred to as a “fiduciary” duty to you. We also may have a fiduciary duty to you, with respect to brokerage retirement accounts.
Please reach out to your Institutional Consultant if you have questions about your rights and our obligations to you, including the extent of our obligations to disclose conflicts of interest and to act in your best interest. For additional answers to questions about the differences between our advisory and brokerage services, please consult with your Institutional Consultant or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
©2025 Morgan Stanley Smith Barney LLC, Member SIPC. Graystone Consulting is a business of Morgan Stanley Smith Barney LLC.
Awards Disclosures | Morgan Stanley
CRC # 3958844 (11/2024)