

Pendleton Bogache, CFP®, CAIA

My Mission Statement
My Story
Pendleton is proud to come from a family of successful entrepreneurs and their spirit has been a guiding light throughout her life. From servicing customers in her mother's store to starting a business with her college roommate, she has always had a combined desire to help people and to build something.
In 2022, Pendleton joined the Steinberg Forman Group at Morgan Stanley Private Wealth Management with a goal of providing world-class solutions and service to the entrepreneurs that she is dedicated to helping. Throughout her prior roles at the Firm, she worked alongside many of the top Private Wealth Management teams on financial planning, risk management, and investment due diligence. She had the opportunity to join many of these teams, but ultimately chose the Steinberg Forman Group because they not only led with character and integrity, but had the experience, dedication, and infrastructure to support the complex needs of entrepreneurs and their families.
In 2024, Pendleton was named a member of the Morgan Stanley Pacesetter's Club, a global recognition program for Next-Gen Financial Advisors who have demonstrated some of the highest professional standards and first-class client service. Due to her work with clients who own and operate family businesses, Pendleton was selected to be a part of Morgan Stanley's Family Governance and Dynamics Working Group with the goal of driving more meaningful and impactful conversations with clients around family matters. Pendleton's commitment to continuous learning is evident through her numerous professional designations including CERTIFIED FINANCIAL PLANNER™, Chartered Alternative Investment Analyst, and Certified Exit Planning Advisor.
Pendleton earned her Bachelor's degree at Georgetown University's McDonough School of Business, where she was a four-year player and senior captain of the Division I Women's Golf Team. To keep her competitive mentality sharp, she still competes in amateur golf tournaments, and most recently competed in the 2022 and 2023 USGA Women's Mid-Am. She applies the "athlete mentality" to all aspects of her personal and professional life. Pendleton is originally from South Carolina and now resides in Manhattan where, when she is not in the office, can be found either trying a new fitness class, swapping book recommendations with friends, appreciating modern and contemporary art, or walking the West Side Highway.
NMLS#: 2369457
About PWM
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
Giving Back

Location
Meet My Team
About Evan Steinberg
Evan has been recognized as one of the nation's top financial advisors for over a decade. These recognitions include Barron's, Forbes Magazine, among others.
Prior to his financial services career, he practiced law at a large New Jersey firm. Evan received a B.A. in government from Georgetown University in 1980 and a J.D. from Rutgers University Law School and Suffolk University in 1983. He went on to earn his Certified Investment Management Analyst® designation after completing a program offered by the Wharton School of Business at the University of Pennsylvania.
2011 - 2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2011 - 2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2020 - 2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020 - 2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award
2019 - 2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019 - 2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2019 - 2023 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2019 - 2023). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
About Todd Forman
A New Jersey native, Todd earned his undergraduate degree in political science and international relations from University of Wisconsin - Madison, and his Juris Doctorate from Seton Hall University School of Law. He and his wife, Lauren, now lives in Tenafly with their two children, Ryan and Amanda. Todd has been active in Tenafly youth sports and currently serves on the board at the Alpine Country Club. Todd and his family enjoy skiing, basketball, tennis and golf.
About Jon Vandevander
About Matt Steinberg
About Charlene Miles
Charlene is a First Vice President with 31 years of experience in financial services, 16 of those years with Morgan Stanley. She is series 7, 9, 10 and 66 licensed. She recently served as the Midtown Manhattan Complex Business Service Officer where she was responsible for overseeing approximately 170 service professionals and supervised all service and business functions across the complex.
Charlene serves as a senior leader mentor where she gives her time to mentor aspiring and emerging leaders within the firm. Charlene is a member of the Black Employee Network and was recognized during Black History Month in February 2022 with her picture at MS Headquarters in Times Square. Charlene has a long standing relationship with the Grace Institute in NYC. Grace provides training to women on professional skills, including Microsoft office, communication skills and executive presence.
Charlene resides in Orange, NJ with her husband Keith. She is a proud mother of three handsome sons; Anthony, Keith Jr. and Xavier. Charlene enjoys spending time with her three dogs, reading, dancing and traveling.
About Ronald Ongaro
About Kitty Shum
About Douglas Philibosian
Douglas has his CIMA® (Certified Investment Management Analyst®) designation and currently holds the Series 7, 66 and 31 securities licenses. Douglas received his B.S. of Business Administration with a concentration in Finance and Marketing from Marist College in 2006. Outside work, Douglas enjoys spending time with his family, watching sports, traveling and working out.
About Yoshihiro Kimura
About Andrew Lee
About Michael Wilson
Portfolio Insights
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Insights and Outcomes
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Private Wealth Management Podcast
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
1Morgan 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
2Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
3Morgan 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.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable 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 may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
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.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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.
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
Awards Disclosures