Mark McConnell Email & Phone Number
Partner, Managing Director @ JFG Family Office
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Mark McConnell Location
- Arlington, VA, US
Mark McConnell Work
- 2022 -now Partner, Managing Director @
- 2016 -2022 Vice President, Family Office Strategies @
- 2004 -2015 Vice President- Wealth Management, Private Wealth Advisor @
Mark McConnell Education
- James Madison University
Bachelor of Business Administration - BBA (Finance)
2001-2004 - University of Maryland 2000-2001
- Gonzaga College High School
2000
1996-2000
Mark McConnell Skills
- Investment Strategies
- Asset Allocation
- Alternative Investments
- Financial Modeling
- Financial Analysis
- Asset Management
- Series 7
- Investments
- Management
- Portfolio Management
- Retirement Planning
- Series 63
- Strategic Financial Planning
- Wealth Management
- Business Development
- Microsoft Excel
- Planning
- Planned Giving
- Sales
- Services
- C++
- Financial Services
- Financial Planning
Mark McConnell Summary
- Mark McConnell, based in Arlington, VA, US, is currently a Partner, Managing Director at JFG Family Office. Mark McConnell brings experience from previous roles at Stand Together and Morgan Stanley Private Wealth Management. Mark McConnell holds a 2001 - 2004 Bachelor of Business Administration - BBA in Finance @ James Madison University. With a robust skill set that includes Investment Strategies, Asset Allocation, Alternative Investments, Financial Modeling, Financial Analysis and more. Mark McConnell has 2 emails and 1 mobile phone numbers on RocketReach.
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