Marcus Mcgraw, Cfp
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Marcus Mcgraw, Cfp Email & Phone Number

Investment Team Lead-Private Wealth Management at Fidelity Investments at Fidelity Investments
Location: Boston, Massachusetts, United States 5 work roles 3 schools
1 work email found @fidelity.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@fidelity.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Investment Team Lead-Private Wealth Management at Fidelity Investments
Location
Boston, Massachusetts, United States
Company size

Who is Marcus Mcgraw, Cfp? Overview

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Quick answer

Marcus Mcgraw, Cfp is listed as Investment Team Lead-Private Wealth Management at Fidelity Investments at Fidelity Investments, a company with 52767 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Marcus Mcgraw, Cfp.

Marcus Mcgraw, Cfp previously worked as Investment Team Lead-Private Wealth Management at Fidelity Investments and Investment Manager at Fidelity Investments. Marcus Mcgraw, Cfp holds Ms Finance from D'Amore-Mckim School Of Business At Northeastern University.

Company email context

Email format at Fidelity Investments

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*@fidelity.com
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AeroLeads found 1 current-domain work email signal for Marcus Mcgraw, Cfp. Compare company email patterns before reaching out.

Profile bio

About Marcus Mcgraw, Cfp

Marcus Mcgraw, Cfp is a Investment Team Lead-Private Wealth Management at Fidelity Investments at Fidelity Investments. He possess expertise in portfolio management, asset allocation, investments, wealth management, financial services and 6 more skills.

Listed skills include Portfolio Management, Asset Allocation, Investments, Wealth Management, and 7 others.

Current workplace

Marcus Mcgraw, Cfp's current company

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Fidelity Investments
Fidelity Investments
Investment Team Lead-Private Wealth Management at Fidelity Investments
boston, massachusetts, united states
Website
Employees
52767
AeroLeads page
5 roles · 25 years

Marcus Mcgraw, Cfp work experience

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Investment Team Lead-Private Wealth Management

Current

Greater Boston Area

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.

Dec 2012 - Present
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 52767 employees →

3 education records

Marcus Mcgraw, Cfp education

FAQ

Frequently asked questions about Marcus Mcgraw, Cfp

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

What company does Marcus Mcgraw, Cfp work for?

Marcus Mcgraw, Cfp works for Fidelity Investments.

What is Marcus Mcgraw, Cfp's role at Fidelity Investments?

Marcus Mcgraw, Cfp is listed as Investment Team Lead-Private Wealth Management at Fidelity Investments at Fidelity Investments.

What is Marcus Mcgraw, Cfp's email address?

AeroLeads has found 1 work email signal at @fidelity.com for Marcus Mcgraw, Cfp at Fidelity Investments.

Where is Marcus Mcgraw, Cfp based?

Marcus Mcgraw, Cfp is based in Boston, Massachusetts, United States while working with Fidelity Investments.

What companies has Marcus Mcgraw, Cfp worked for?

Marcus Mcgraw, Cfp has worked for Fidelity Investments.

Who are Marcus Mcgraw, Cfp's colleagues at Fidelity Investments?

Marcus Mcgraw, Cfp's colleagues at Fidelity Investments include Sushmitha Kumar, Saly Varghese, Jayakumar Kizhekkeveettil, Andy Xie, and Saravanan Pichandi.

How can I contact Marcus Mcgraw, Cfp?

You can use AeroLeads to view verified contact signals for Marcus Mcgraw, Cfp at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Marcus Mcgraw, Cfp attend?

Marcus Mcgraw, Cfp holds Ms Finance from D'Amore-Mckim School Of Business At Northeastern University.

What skills is Marcus Mcgraw, Cfp known for?

Marcus Mcgraw, Cfp is listed with skills including Portfolio Management, Asset Allocation, Investments, Wealth Management, Financial Services, Mutual Funds, Asset Management, and Equities.

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