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Steve Mcfeely, Cfa profile image

Steve Mcfeely, Cfa

Chartered Financial Analyst® charterholder and Principal at Northeast Planning Associates and LPL Financial
Intro Book
Seasoned investment professional with 20+ years of experience in portfolio management and asset allocation.
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Location
Washington DC-Baltimore Area, US
Skills
  • Portfolio Management
  • Alternative Investments
  • Investments
  • Asset Allocation
  • Hedge Funds
  • Show all
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Bio

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Steve McFeely, CFA, is a seasoned investment professional with 20+ years of experience in portfolio management, alternative investments, and asset allocation. He holds an MBA from George Mason University and a BS in Business Administration from the University of Maryland College Park. McFeely is a Chartered Financial Analyst charterholder and has worked with top firms such as Northeast Planning Associates and LPL Financial.

Credentials

  • Chartered Finanacial Analyst®
    CFA Institute
  • Securities Registered with LPL Financial: Series 7, 63
    FINRA Investor Education Foundation

Experience

Education

  • 2003 - 2006
    George Mason University - School of Management
    MBA
  • 1991 - 1995
    University of Maryland College Park
    BS Business Administration

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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