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Tim McGrath
Amministratore Delegato presso
Riverpoint Wealth Management Holdings LLC
Profilo
Mr. Timothy P.
McGrath is a Managing Partner at Riverpoint Wealth Management Holdings LLC.
He provides financial advice to a select group of ultra-high-net-worth affluent individuals and families.
He is regularly tapped as a specialist and knowledgeable source in his field and has been featured several times in major publications.
He is the founding Partner of Riverpoint Wealth Management.
Mr. McGrath was previously employed as a Wealth Manager by The Northwestern Mutual Life Insurance Co. (Invt Port).
He received a Bachelor of Science degree in Finance from Illinois State University.
In addition to earning the CFP designation, he also holds the Chartered Life Underwriter (CLU) and the Chartered Financial Consultant (ChFC) designations.
He is also a member of the Financial Planning Association (FPA).
Posizioni attive di Tim McGrath
| Società | Posizione | Inizio |
|---|---|---|
Riverpoint Wealth Management Holdings LLC
 Riverpoint Wealth Management Holdings LLC Investment ManagersFinance Riverpoint typically invests in open-end mutual funds and ETFs for the majority of their clients. | Amministratore Delegato | 01/01/2013 |
Precedenti posizioni note di Tim McGrath
| Società | Posizione | Fine |
|---|---|---|
The Northwestern Mutual Life Insurance Co. (Invt Port)
 The Northwestern Mutual Life Insurance Co. (Invt Port) Investment ManagersFinance Northwestern Mutual aims to generate superior risk-adjusted returns while maintaining a well-balanced and diversified portfolio. The firm's managed assets are invested by their wholly owned subsidiaries: Northwestern Investment Management Company LLC and Mason Street Advisors LLC. Approximately 80% of Northwestern Mutual's managed assets are invested in investment-grade bonds and other fixed-income instruments, while the remaining 20% is invested in equities and high-yield bonds. | Gestore di Portafoglio-Azioni | 01/07/2007 |
Formazione di Tim McGrath
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
66
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Illinois State University
 Illinois State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Riverpoint Wealth Management Holdings LLC
Riverpoint Wealth Management Holdings LLC Investment ManagersFinance Riverpoint typically invests in open-end mutual funds and ETFs for the majority of their clients. | Finance |
The Northwestern Mutual Life Insurance Co. (Invt Port)
The Northwestern Mutual Life Insurance Co. (Invt Port) Investment ManagersFinance Northwestern Mutual aims to generate superior risk-adjusted returns while maintaining a well-balanced and diversified portfolio. The firm's managed assets are invested by their wholly owned subsidiaries: Northwestern Investment Management Company LLC and Mason Street Advisors LLC. Approximately 80% of Northwestern Mutual's managed assets are invested in investment-grade bonds and other fixed-income instruments, while the remaining 20% is invested in equities and high-yield bonds. | Finance |
