The Aistear Group at Morgan Stanley

The Aistear Group at Morgan Stanley Learn how we act as Personal CFO to families and inviduals. It reflects our commitment to serving as guides on your personal financial journey.

Aistear is the Celtic word for journey and, we believe, a fitting name for our team of financial professionals. Our primary objective is to help you take the more certain route to the goals you have set for yourself, your family and your business, and to free up your time to enjoy the scenery along the way. Our team is comprised of professionals with years of experience helping successful entrepre

neurs and business leaders address the complex challenges of managing significant wealth. Bareq Peshtaz, the team’s Co-Founder, is a Morgan Stanley Family Wealth Director. This prestigious designation is awarded to an elite group of Morgan Stanley’s Financial Advisors who can provide successful families with comprehensive wealth management plans that touch every aspect of their financial lives. Todd Bonime brings over 40 years of capital markets experience to providing guidance on everything from alternative investments to individual securities. Together we serve as your personal CFO team, helping to relieve you of the financial stresses and complexities that may take you away from your family, work or other pursuits that are important to you. We offer the guidance you need to make informed decisions, and we deliver the highly specialized resources to put those decisions into action. Bareq serves as Executive Director & Family Wealth Director (FWD) for The Aistear Wealth Management Group at Morgan Stanley. With a keen focus on assisting successful families & individuals in navigating the intricate challenges of multigenerational wealth management, Bareq leads a team of six industry professionals dedicated to investment management & personalized wealth planning. The Aistear Wealth Management Group oversees $1.4 billion in client assets as of Aug 2025 and serves as personal CFOs to their discerning clientele. Todd's fascination with the financial markets began long before his financial services career; a career has spanned more than 40 years. As a Partner of The Aistear Group at Morgan Stanley, he advises high net worth and ultra-high net worth families and institutional clients, as well as clients’ respective estate planning strategies, foundations, endowments and pension plans. In addition, he works with trading-oriented clients who look for advice and guidance on capital markets issues. Brandon Leitgeb, CFP®, is a Financial Advisor with the Aistear Wealth Management Group at Morgan Stanley. Originally joining the team in 2021, Brandon has progressed quickly from a client facing service associate to a front-line advisory position. His drive, discipline, and client-first mindset helped him earn the prestigious CERTIFIED FINANCIAL PLANNER® (CFP®) designation, a distinction that reflects both technical experience and a deep commitment to ethical, personalized financial planning. His passion lies in empowering clients to feel confident in their financial futures, and he’s proud to be building long-term relationships rooted in trust, transparency, and accountability. NMLS #: 1262207, 1255566, 1753396

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key t...
05/22/2026

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here:

brightcove.net

Honoring Memorial Day and remembering those brave souls who made the ultimate sacrifice for our freedom.
05/20/2026

Honoring Memorial Day and remembering those brave souls who made the ultimate sacrifice for our freedom.

Corporate earnings surprises have boosted earnings forecasts as well as stock prices. But earnings power may be more fra...
05/19/2026

Corporate earnings surprises have boosted earnings forecasts as well as stock prices. But earnings power may be more fragile than it appears.

brightcove.net

Rising resource nationalism and supply chain vulnerabilities are reshaping global power, investment priorities, and the ...
05/15/2026

Rising resource nationalism and supply chain vulnerabilities are reshaping global power, investment priorities, and the future of economic resilience.

brightcove.net

I'm honored to share that Todd and I have been named to the 2026 Forbes ranking of Best-In-State Wealth Advisors.This re...
05/08/2026

I'm honored to share that Todd and I have been named to the 2026 Forbes ranking of Best-In-State Wealth Advisors.

This recognition reflects the standards we strive to deliver for clients every day—disciplined goals-based planning, thoughtful guidance through complexity, and a high-touch service experience grounded in trust and responsiveness. For clients, that means clearer decision-making through market cycles and life transitions, backed by a team focused on helping you protect, grow, and purposefully use your wealth.

Thank you to our clients and colleagues for your continued trust, collaboration, and support. Please visit our website to learn more about our team's approach and the resources we share: https://livesocial.seismic.com/aJUoYo

Evolving regulation is opening the door to alternative investments in DC plans, enhancing diversification and retirement...
05/08/2026

Evolving regulation is opening the door to alternative investments in DC plans, enhancing diversification and retirement outcomes.

brightcove.net

Following a record stock market rally in April, consider additional sources of portfolio diversification like health car...
05/06/2026

Following a record stock market rally in April, consider additional sources of portfolio diversification like health care, gold and various scarce resources. Find out more in On the Markets.

morganstanley.com

As the US stock market has risen to new highs, many investors have dismissed several economic factors as transitory, inc...
05/05/2026

As the US stock market has risen to new highs, many investors have dismissed several economic factors as transitory, including higher oil prices, without acknowledging the risk of longer-lasting effects.

brightcove.net

Profit-growth forecasts for the S&P 500 in 2026 have been revised significantly higher lately. But while markets can "lo...
04/28/2026

Profit-growth forecasts for the S&P 500 in 2026 have been revised significantly higher lately. But while markets can "look through" the Iran war, corporate earnings cannot.

brightcove.net

This inaugural edition of Geo Policy Pulse explores how the 2026 global elections and a shifting multipolar world are sh...
04/24/2026

This inaugural edition of Geo Policy Pulse explores how the 2026 global elections and a shifting multipolar world are shaping policy, risks, and investment opportunities.

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Seattle, WA
98101

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