Patrick C Welsh

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2025 → Present
  Morgan Stanley
  San Francisco, CA
• 06/2024 → 09/2024
  Old Quad Properties
  Santa Clara, CA
• 09/2024 → 06/2025
  California Polytechnic State University, San Luis Obispo
  San Luis Obispo, CA
• 09/2023 → 06/2024
  California Polytechnic State University, San Luis Obispo
  San Luis Obispo, CA
• 07/2023 → 08/2023
  Menlo Asset Management
  Menlo Park, CA
• 09/2022 → 06/2023
  California Polytechnic State University, San Luis Obispo
  San Luis Obispo, CA
• 06/2019 → 09/2022
  Running Revolution
  Campbell, CA
• 09/2021 → 06/2022
  California Polytechnic State University, San Luis Obispo
  San Luis Obispo, CA
• 08/2017 → 05/2021
  Bellarmine College Preparatory High School
  San Jose, CA
• 08/2015 → 06/2017
  St Leo The Great Elementary School
  San Jose, CA
• 06/2025 → 11/2025
  Unemployed
  Santa Clara, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-03-02

Other Names

• Patrick Clement Welsh