Mac Mathison
First Vice President | Portfolio Management Director | Financial Advisor at Morgan Stanley
- Role
- Vice President Senior Portfolio Manager Financial Advisor at Morgan Stanley
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Mac Mathison
Mac Mathison is a Financial Advisor and First Vice President with Morgan Stanley, having joined the Firm in 2013 and the Pittsburgh Group in 2015. He holds both Series 7 and 66 securities licenses and has obtained the Portfolio Management Director title through the firm. He received his CERTIFIED FINANCIAL PLANNER® designation in 2022. Mac focuses on financial planning and portfolio management for the individuals and families served by the team. Mac graduated from the University of Pittsburgh with a double major in Finance and Marketing, as well as a minor in Economics. He currently serves on the Board of Directors for Arsenal Family & Children’s Center. Mac grew up in the Mt. Lebanon area of Pittsburgh and currently resides in Upper St. Clair. He and his wife, Celina, welcomed a baby boy into their family in 2023. Outside of work, he enjoys golf, traveling and supporting all Pittsburgh sports teams.
Experience
Vice President Senior Portfolio Manager Financial Advisor
Apr 2013 — Present · Pittsburgh, PA, US
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Education
University of North Carolina at Wilmington
BSBA
2008 — 2011
University of Pittsburgh
BSBA
2011 — 2012
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