James McPhee: Email & Phone Number

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Planning Associate at Morgan Stanley|New York, New York, United States

Position:

Planning Associate at Morgan Stanley

Location:

New York, New York, United States

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Last updated: 2026-08-07

Updated: 2026-08-07

Found email addresses for James McPhee:

Business emails:

j*****e@rockco.com

Personal emails:

j******2@nd.edu

Found phone for James McPhee:

+1-***-***-7208

A different James McPhee?

Work Experience 4 years

Planning Associate at Morgan Stanley

Aug 2025 - Current

Private Wealth Management Intern at Rockefeller Capital Management

Jun 2024 - Aug 2024

Finance Intern at Pratt & Whitney

May 2023 - Aug 2023

Credit Suisse Project at Student International Business Council (SIBC)

Feb 2023 - Apr 2023

Bank of Montreal Project at Student International Business Council (SIBC)

Sep 2022 - Dec 2022

Kaufman Hall Project at Student International Business Council (SIBC)

Sep 2022 - Nov 2022

Finance Intern at Cross River Partners, LP

May 2022 - Jun 2022

M&T Trust Project at Student International Business Council (SIBC)

Feb 2022 - Apr 2022

James McPhee started working in 2022, then the employee has changed 4 companies and 6 jobs. On average, James McPhee works for one company for 3 months.

Their professional focus is Corporate Finance, Family Wealth Management, and Finance across 3 core areas.

James holds CFA Program Level I, Series 63, and Series 7 certifications.

Education

University of Notre Dame

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