Steinberg Forman Group

Since 1995, Evan Steinberg has helped institutions and ultra high net worth families formulate and implement highly customized investment strategies and address a broad range of other wealth management challenges. His primary areas of expertise include strategic and tactical asset allocation, portfolio construction, due diligence and risk management. Evan joined Morgan Stanley in 2009, having spent nine years at UBS Private Wealth Management and five years at CIBC Oppenheimer.

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:
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.

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.

Since 2003, Todd Forman has worked with ultra-high net worth families and individuals, helping them create highly customized, comprehensive wealth management plans based on their needs, goals and aspirations. A CERTIFIED FINANCIAL PLANNER,™ Todd consults clients on a broad range of complex, multigenerational financial planning and portfolio construction issues. Todd joined Morgan Stanley in 2009, having spent six years at UBS Private Wealth Management. Prior to his wealth management career, Todd was a practicing attorney at Schulte, Roth & Zabel LLP in New York City.

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.

Jon Vandevander joined the Steinberg Forman Group at Morgan Stanley in 2015. Jon is a CERTIFIED FINANCIAL PLANNER™ and Certified Portfolio Manager. Jon specializes in working with families and individuals, and focuses on creating highly customized, comprehensive wealth management plans and asset allocations based on their needs, goals, and desires. Prior to joining the Steinberg Forman Group at Morgan Stanley, Jon began his career in 2010 as a foreign currency options broker at GFI, before transitioning into sales roles at Lord Abbett and PIMCO. A New Jersey native, Jon earned his undergraduate degree in Political and Economic History from Bucknell University. He and his wife, Mallory, now live in their hometown of Ridgewood, NJ with their two daughters, Marlowe and Brooke.

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 families and 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 help support the complex needs of clients.

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 represent the Steinberg Forman Group as 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 aims to live by the mantra of “Climb. Pause. Lift. Climb and work hard. But Pause to help Lift those coming behind you, just as you were lifted by who came before you.” In this light, she serves as a mentor to high school girls through Females in Finance, and is an advocate for GAIN – Georgetown Athletic Investment Network. She is also a member of Women in Wealth: LIFT— the Northeast chapter for Women in Wealth, with the mission of supporting peers to achieve business success and realizing meaningful connections. Through LIFT, Pendleton is a regular speaker on the semi-annual College Leadership Academy, a virtual opportunity to learn about career paths in Wealth Management at Morgan Stanley. Pendleton serves as COO and founding member of Morgan Stanley’s EDGE Committee – a national initiative sought to achieve Excellence in Diversity through Growth and Empowerment for new Financial Advisors to Morgan Stanley.

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.

Matt joined the Steinberg Forman Group in 2023 as a Financial Advisor. Previously, he worked in a Rotational Program at Morgan Stanley, where he developed a deep understanding of Financial Planning, Asset Allocation, Alternatives, and Banking and Lending solutions. His time in the Program also allowed him to build an expansive network across the Firm. Prior to joining Morgan Stanley in 2019, Matt worked at Fox Sports In Los Angeles as a Production Assistant. Matt earned his Bachelor’s degree at Franklin and Marshall where he was a member of the Men’s Varsity Soccer team, and the Phi Kappa Tau Fraternity. He now resides on the Upper West Side of Manhattan.

Charlene joined the Steinberg Forman Group in 2023 as Chief of Staff.

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.

Ron Ongaro joined the Steinberg Forman Group in 2007. His responsibilities include new client development and relationship management. Prior to joining SFG, he built an extensive career in Institutional Equities Sales and Sales Management at Donaldson Lufkin and Jenrette, First Boston, Goldman Sachs and Thomas Weisel Partners. Ron is a graduate of The Ohio State University holding a B.A. in Communications. Currently he holds the Series 7 and 66 securities licenses. Outside of business he enjoys spending quality time with family and friends, traveling and mentoring college students in their effort to gain employment.

Kitty Shum has been with the Steinberg Forman Group since 2000, having previously worked for Merrill Lynch and UBS before joining Morgan Stanley in 2009. Within the team, Kitty focuses on the daily operations and management of the Steinberg Forman Group with an emphasis on providing premier service to the group's client. Kitty currently holds the Series 7, 63 and 65 securities licenses. Kitty received her B.S. in Finance and Marketing from NYU Stern School of Business. She is an avid foodie and enjoys traveling in her spare time.

Douglas Philibosian joined the Steinberg Forman Group in 2012, where he is currently the lead Analyst. Within the Team, Douglas focuses on helping direct asset allocation, portfolio construction, money manager selection and risk analytics for the Team's institutional and individual clients. Leveraging his experiences with outside money managers, Douglas also heads the third party manager analysis and due diligence. Prior to joining the Steinberg Forman Group, Douglas worked for Morgan Stanley's Consulting Group where he did extensive due diligence on third party money managers and worked closely with Financial Advisors in helping deliver wealth management solutions to their clients.

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.

Yoshi Kimura joined the Steinberg Forman Group in 2008, where he is currently a Business Development Associate. Within the team, Yoshi focuses on providing world class client service and assisting clients with day to day financial needs. Prior to joining the team, Yoshi was the Administrative Manager at the 590 Madison Avenue Branch at UBS. Yoshi currently holds the Series 3, 7, 63 and 65 securities licenses. In his free time, he enjoys traveling and spending quality time with his family and friends.

Andrew Lee joined the Steinberg Forman Group in 2008, where he is currently a Portfolio Associate. Within the Team, Andrew focuses on providing client service and supporting operational functions of the business. Prior to joining Morgan Stanley, Andrew interned with the Steinberg Forman Group at UBS. Andrew currently holds the Series 7 and 66 securities licenses. Andrew received his B.A. in Economics from The City University of New York, Baruch College. Outside of work, he enjoys cooking, sports and spending time with his wife, dog and cat.

Michael Wilson joined the Steinberg Forman Group in 2014, where he is currently a Portfolio Associate. He started his career as a Margin Operations Analyst at Bear Stearns before taking a similar role at Morgan Stanley. In his current role, Michael focuses on providing client service for the team as well as supporting operational tasks. Michael currently holds the Series 7 and 66 securities licenses. Michael graduated from Muhlenberg College where he received his B.A. in Finance. He enjoys coaching his children's sports teams, sports teams, spending time with his family and being outdoors.