Economic Forecasting In Stormy Weather
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Mark J. Cassell, CFA -
Morgan Stanley
Smith Barney
Senior Vice President
Wealth Advisor
Portfolio Manager
70 West Madison Street
Chicago, IL 60602
Mark J. Cassell is a member of the elite Wealth Advisor Group,
of which only 1% of Morgan Stanley Smith Barney employees have
gained membership. For over 20 years, Mark has concentrated on
meeting the unique needs of the affluent investor; he is a
trusted Wealth Advisor the a select group of business owners and
other successful individuals and families, providing customized
and comprehensive wealth management solutions. He is recognized
for his commitment to building and sustaining, trustworthy
relationships and for providing sound strategies to help clients
identify and overcome critical challenges to their financial
goals.
Prior to joining Morgan Stanley, Mark developed and honed his
experience during seven years at Atlantic-Trust Stein Roe as a
Senior Vice President and Senior Portfolio Manager and four
years as a Senior Portfolio Manager at American National Bank
where he also managed relationships and investment portfolios
for affluent clientele. Mark earned his MBA from Vanderbilt
University and his BS in Economics from the University of
Wisconsin-Madison. Understanding the importance of a
comprehensive financial education to providing high quality
financial advice, Mark holds his Chartered Financial Analyst
designation; he is a member of the CFA Institute, the Investment
Analyst Society of Chicago, Greater North Shore Estate and
Financial Planning Council and has served on the board of
directors for the Emergency Fund for Needy People.
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