About Mark Spaeth
Mark is a Senior Vice President, Financial Advisor, Senior Portfolio Management Director, and a Family Wealth Advisor for the Graves Spaeth Team, here at Morgan Stanley. His responsibilities on the team include portfolio strategy, implementation and planning. Mark has been with Morgan Stanley since 2006, and has been in the financial industry since 1995. Mark graduated with a BBA with an emphasis in Finance, from the University of Oklahoma in 1984. He then received his J.D. from the OU College of Law in 1988, and is an alumnus of the Graduate School of Banking at Boulder, Colorado. Prior to his entrance into the financial services industry, Mark was a practicing attorney in Oklahoma City.
Mark passed the qualifying examination at Columbia University in May of 2011 to earn the Certified Portfolio Manager Designation. This accreditation from the academy of Certified Portfolio Managers is centered on the quantitative aspects of portfolio management and knowledge of capital markets. Mark helps clients build and maintain portfolios designed to achieve capital growth and preservation utilizing asset allocation, diversification and risk reduction strategies.
Mark currently serves on the board of the Portfolio Management Institute “PMI”. PMI is a nationwide association of Morgan Stanley discretionary portfolio managers. PMI is dedicated to advisor education and promotes leading edge client service and portfolio management strategies for the benefit of advisors and their clients.
Mark and his wife Shelley live in Tulsa and have two college age sons, Will and Jackson. The family enjoys Colorado trout fishing, mountain hiking and snow skiing.
Securities Agent: DE, WI, NC, MN, IN, TN, SC, MT, LA, GA, OH, CO, AL, UT, PA, OR, FL, AR, NM, KY, KS, WA, VI, NY, NV, MO, MA, CA, OK, NE, MI, TX, IL, VA, AZ, WY, MD, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 1295542