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MC

Mark Mcclintock, Cfa

Senior Investment Advisor at PNC
Intro Book
Seasoned investment professional with 27+ years of experience in asset management and wealth management.
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Location
Tampa, Florida, United States, US
Skills
  • Asset Management
  • Portfolio Management
  • Investment Management
  • Investments
  • Wealth Management
  • Show all
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Bio

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Topline AI
Mark Mcclintock, CFA, is a seasoned investment professional with over 27 years of experience in asset management, portfolio management, and wealth management. He has developed and executed investment strategies for high net worth individuals, families, and institutions, and has provided personalized investment management and client service. Mcclintock holds a Bachelor of Science degree from Florida State University and a Chartered Financial Analyst (CFA) designation.

Credentials

  • Chartered Financial Analyst
    -

Experience

  • PNC
    • Tampa/St. Petersburg, Florida Area
    • Senior Investment Advisor
      • Apr 2018 - Present
      • Tampa/St. Petersburg, Florida Area

      Develops and executes investment strategies in accordance with objectives that have been established in consultation with each individual client. Delivers integrated advice and solutions in building customized portfolios on a risk adjusted basis. Utilizes a wide range of investments in managing...

  • Evercore Wealth Management, LLC
    • Tampa, FL
    • Managing Director and Portfolio Manager
      • Jul 2015 - Apr 2018
      • Tampa, FL

      As a Portfolio Manager, served high net worth individuals, families and related institutions, delivering customized investment management, financial planning, consolidated reporting, trust and custody services, and risk management. Additionally, worked with families to develop the skills of the ...

  • SunTrust Bank
    • Tampa Bay area
    • Managing Director
      • Feb 1988 - Jul 2015
      • Tampa Bay area

      As an Investment Strategist, provided proactive, personalized investment management and client service and developed disciplined, risk-adjusted asset management solutions tailored to meet individual investment objectives. Previously, was both a Regional Managing Director for the Personal Asset M...

  • Paine Webber Jackson and Curtis
    • Clearwater, Florida
    • Investment Executive
      • Oct 1980 - Feb 1988
      • Clearwater, Florida

Education

  • 1977 - 1979
    Florida State University
  • 1974 - 1976
    Florida Southern College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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