Marcus McGraw
Investment Team Lead-Private Wealth Management at Fidelity Investments
- Role
- Group Lead at Fidelity Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Group Lead
Jan 2023 — Present
Manage individual client portfolios utilizing complex portfolio construction techniques that involve the coordination of asset allocation, asset location and broad vehicle selection across a wide range of equity and fixed income asset classes.
Education
Boston University
Financial Planning
Wharton Executive Education
SIFMA Securities Industry Institute
2025
D'Amore-McKim School of Business at Northeastern University
MS Finance
The College of Wooster
English
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