Mark McBee, CFP®, CIMA®, is a Vice President and Senior Portfolio Manager at Morgan Stanley, a position held since 2017. Previously, Mark served as a Private Client Advisor at JP Morgan Chase Bank NA from 2013 to 2017 and as a Financial Advisor at PNC Investments from 2011 to 2013. Mark completed the Certified Investment Management Analyst® program at The Wharton School in 2016 and holds a Bachelor of Science degree in Accounting and Finance from the University of Tennessee, Knoxville, earned in 2010. Mark is also licensed with Series 7, 66, and 215, and holds an NMLS number of 581727.
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