Joshua Regnaud, CFA, CIMA®, MBA in

Joshua Regnaud, CFA, CIMA®, MBA

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Investment Consultant, Portfolio Manager, Analyst at Morgan Stanley
📍 Charlotte Metro, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
17 Years
Current Role
Investment Consultant, Portfolio Manager, Analyst
Job Level
Mid-senior
Location
Charlotte Metro, United States
Personality Overview

How Joshua shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Joshua cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

8-2024
Investment Consultant, Portfolio Manager, Analyst
Morgan Stanley
4-2020 - 8-2024
Investment Consultant, Alternative Investments Director, Portfolio Manager, Analyst
Morgan Stanley
6-2018 - 4-2020
Financial Advisor | Financial Planning Specialist
Morgan Stanley
6-2017 - 6-2018
Financial Advisor
Bank of America Merrill Lynch
8-2016 - 7-2017
Security Manager / Force Protection Lead
US Navy
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2018 - 2019
Certificate
Yale School of Management
2014 - 2016
Master of Business Administration
Florida State University
2004 - 2008
Bachelor's Degree
Virginia Polytechnic Institute & State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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