Jim Macfarlane, Cfa
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Jim Macfarlane, Cfa Email & Phone Number

Financial Advisor at Morgan Stanley at Morgan Stanley
Location: Salt Lake City, Utah, United States 8 work roles 2 schools
1 work email found @morganstanley.com 1 phone found area 212 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email j****@morganstanley.com
Direct phone (212) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Advisor at Morgan Stanley
Location
Salt Lake City, Utah, United States
Company size

Who is Jim Macfarlane, Cfa? Overview

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Quick answer

Jim Macfarlane, Cfa is listed as Financial Advisor at Morgan Stanley at Morgan Stanley, a company with 78669 employees, based in Salt Lake City, Utah, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 212, and a matched LinkedIn profile for Jim Macfarlane, Cfa.

Jim Macfarlane, Cfa previously worked as Financial Advisor at Morgan Stanley and CEO at Certeza. Jim Macfarlane, Cfa holds Masters In Finance from London Business School.

Company email context

Email format at Morgan Stanley

This section adds company-level context without repeating Jim Macfarlane, Cfa's masked contact details.

*@morganstanley.com
71% confidence

AeroLeads found 1 current-domain work email signal for Jim Macfarlane, Cfa. Compare company email patterns before reaching out.

Profile bio

About Jim Macfarlane, Cfa

Jim Macfarlane, Cfa is a Financial Advisor at Morgan Stanley at Morgan Stanley. He possess expertise in corporate finance, fixed income, mergers and acquisitions, equities, capital markets and 21 more skills.

Listed skills include Corporate Finance, Fixed Income, Mergers And Acquisitions, Equities, and 22 others.

Current workplace

Jim Macfarlane, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Morgan Stanley
Morgan Stanley
Financial Advisor at Morgan Stanley
new york, new york, united states
Employees
78669
AeroLeads page
8 roles

Jim Macfarlane, Cfa work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current

Salt Lake City, Utah, United States

Sep 2022 - Present

Ceo

Greater Salt Lake City Area

Jun 2019 - Sep 2022

Co-Portfolio Manager

Jun 2019 - Sep 2022

Vice President - Private Wealth Management

Dallas/Fort Worth Area

Private Wealth Management

Jun 2014 - Jun 2019

Vice President - Fundamental Equity

London, United Kingdom

Goldman Sachs Asset Management

Dec 2012 - May 2014

Associate – Fundamental Equity

London, United Kingdom

Goldman Sachs Asset Management

Dec 2011 - Dec 2012

Analyst – Fundamental Equity

London, United Kingdom

Goldman Sachs Asset Management

Nov 2010 - Dec 2011

Analyst – Quantitative Investment Strategies

New York City, NY & Salt Lake City, UT

Goldman Sachs Asset Management

Oct 2007 - Oct 2010
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →

2 education records

Jim Macfarlane, Cfa education

FAQ

Frequently asked questions about Jim Macfarlane, Cfa

Quick answers generated from the profile data available on this page.

What company does Jim Macfarlane, Cfa work for?

Jim Macfarlane, Cfa works for Morgan Stanley.

What is Jim Macfarlane, Cfa's role at Morgan Stanley?

Jim Macfarlane, Cfa is listed as Financial Advisor at Morgan Stanley at Morgan Stanley.

What is Jim Macfarlane, Cfa's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Jim Macfarlane, Cfa at Morgan Stanley.

What is Jim Macfarlane, Cfa's phone number?

AeroLeads has found 1 phone signal(s) with area code 212 for Jim Macfarlane, Cfa at Morgan Stanley.

Where is Jim Macfarlane, Cfa based?

Jim Macfarlane, Cfa is based in Salt Lake City, Utah, United States while working with Morgan Stanley.

What companies has Jim Macfarlane, Cfa worked for?

Jim Macfarlane, Cfa has worked for Morgan Stanley, Certeza, and Goldman Sachs.

Who are Jim Macfarlane, Cfa's colleagues at Morgan Stanley?

Jim Macfarlane, Cfa's colleagues at Morgan Stanley include Narayan Ramakrishnan, Rory Handlin, Siu Chung Chan, Peyton Cook, and Stephanie Sheipline.

How can I contact Jim Macfarlane, Cfa?

You can use AeroLeads to view verified contact signals for Jim Macfarlane, Cfa at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Jim Macfarlane, Cfa attend?

Jim Macfarlane, Cfa holds Masters In Finance from London Business School.

What skills is Jim Macfarlane, Cfa known for?

Jim Macfarlane, Cfa is listed with skills including Corporate Finance, Fixed Income, Mergers And Acquisitions, Equities, Capital Markets, Investment Banking, Hedge Funds, and Bloomberg.

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