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 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 complex family structures, 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 Family Wealth Director, 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 captain of the Division I Women’s Golf Team. She applies the “athlete mentality” to all aspects of her personal and professional life
