Tom McGrath Email & Phone Number
Partner and Portfolio Manager @ Corient
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Tom McGrath Location
- Chicago, IL, US
Tom McGrath Work
- 2023 -now Partner and Portfolio Manager @
- 2022 -2023 Portfolio Manager @
- 2017 -2022 Senior Wealth Advisor @
- 2013 -2017 Vice President @
- 2009 -2013 Associate @
- 2003 -2009 AVP @
Tom McGrath Education
- Northwestern University - Kellogg School of Management
MBA (Finance)
2011-2013 - Miami University
Bachelor of Science (BS) (Finance and Management Information Systems)
1999-2003 - Hampton High School
Tom McGrath Skills
- Finance
- Equities
- Fixed Income
- Microsoft Office
- Asset Management
- Alternative Investments
- Investments
- Financial Analysis
- Banking
- Financial Modeling
- Team Building
- Series 63
- Series 7
- Microsoft Excel
- Portfolio Management
- Risk Management
- Wealth Management
Tom McGrath Summary
- Tom McGrath, based in Chicago, IL, US, is currently a Partner and Portfolio Manager at Corient. Tom McGrath brings experience from previous roles at Corient, MSCI Inc. and Goldman Sachs. Tom McGrath holds a 2011 - 2013 MBA in Finance @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Finance, Equities, Fixed Income, Microsoft Office, Asset Management and more. Tom McGrath has 2 emails and 3 mobile phone numbers on RocketReach.
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