Mark Russell, CFA, CFP®*

Mark Russell, CFA, CFP®*

Resident Branch Manager

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location of Mark Russell, CFA, CFP®*Greater Houston

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  • Timeline

  • About me

    Senior Vice President | Portfolio Manager | Financial Advisor at Morgan Stanley

  • Education

    • University of Houston

      1978 - 1982
      Political Theory
  • Experience

    • Fidelity Brokerage Services

      Jun 1982 - Jul 1986
      Resident Branch Manager
    • Tradestar Investments, Inc

      Jul 1986 - Nov 1995
      Vice President
    • Morgan Stanley

      Nov 1995 - now
      Senior Vice President | Portfolio Manager | Financial Advisor

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  • Licenses & Certifications

    • NMLS#

      Nationwide Mortgage Licensing System
      Jan 2015
    • Chartered Financial Analyst (CFA®)

      CFA Institute
      Sept 1997
    • CERTIFIED FINANCIAL PLANNER™ (CFP®)

      College for Financial Planning
      Aug 1991