Josiah Brensdal
Assistant Vice President @Morgan Stanley
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WORK HISTORY
Assistant Vice President @Morgan Stanley
EDUCATION
Yale School of Management
Investment Management Theory & Practice
University of Redlands
Bachelor of Science (BS), Accounting
Wake Forest University
Course Work For Certified Financial Planner
ABOUT JOSIAH BRENSDAL
I was born and raised in the Seattle area, but moved to southern California to attend college at the University of Redlands. I was a captain on the men’s basketball team, was recognized on the Dean’s List, and graduated with Cum Laude honors in accounting. If given the chance, I will remind you that I earned Conference Player of the Year in basketball my senior year and was also named to the First Team West District All American squad.After college, I worked for Crowe Horwath in Costa Mesa, California where I spent my time auditing various companies and organizations, including many Broker Dealers. In 2015, I returned home to the Seattle area to focus on the financial services side of the business and I earned my Series 7 & 66 licenses. During this time, I specialized in financial planning and created investment solutions for high-net-worth clientele.I am now The Pacific Wealth Management Group\'s CG Analyst with Morgan Stanley and dedicate my time to the investment selection and research process. I enjoy working with our team to build investment strategies that are curtailed to each client’s unique goals and situations.Away from the office, you will find me on many adventures with my wife Claire, and Bernese Mountain dog Mabel, or on the sidelines coaching for the Issaquah High School boys’ basketball team. I am also passionate about helping the community and am currently a member of UNICEF, One Organization and Unidos Nicaragua.
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