Tim McGrath
Algemeen Directeur bij Riverpoint Wealth Management Holdings LLC
Profiel
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).
Actieve functies van Tim McGrath
| Bedrijven | Functie | Begin |
|---|---|---|
Riverpoint Wealth Management Holdings LLC
 Riverpoint Wealth Management Holdings LLC Investment ManagersFinance Riverpoint Wealth Management Holdings LLC (dba Riverpoint Wealth Management) is a registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 2013 by Timothy McGrath and Joseph Shea. They are owned by Riverpoint Wealth Management LLC. Riverpoint Wealth Management offers a variety of financial services to various types of clients including individuals and high-net-worth individuals, trusts and estates. | Algemeen Directeur | 01-01-2013 |
Eerdere bekende functies van Tim McGrath
| Bedrijven | Functie | Einde |
|---|---|---|
The Northwestern Mutual Life Insurance Co. (Invt Port)
 The Northwestern Mutual Life Insurance Co. (Invt Port) Investment ManagersFinance The Northwestern Mutual Life Insurance Co. (Northwestern Mutual) is an insurance company headquartered in Milwaukee, Wisconsin. Founded in 1857, Northwestern Mutual and their subsidiaries offer a holistic approach to financial security solutions such as life insurance, long-term care insurance, disability insurance, annuities, investment products and advisory products and services. | Portefeuillebeheerder-Aandelen | 01-07-2007 |
Opleiding van Tim McGrath
| Illinois State University | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Riverpoint Wealth Management Holdings LLC
Riverpoint Wealth Management Holdings LLC Investment ManagersFinance Riverpoint Wealth Management Holdings LLC (dba Riverpoint Wealth Management) is a registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 2013 by Timothy McGrath and Joseph Shea. They are owned by Riverpoint Wealth Management LLC. Riverpoint Wealth Management offers a variety of financial services to various types of clients including individuals and high-net-worth individuals, trusts and estates. | Finance |
The Northwestern Mutual Life Insurance Co. (Invt Port)
The Northwestern Mutual Life Insurance Co. (Invt Port) Investment ManagersFinance The Northwestern Mutual Life Insurance Co. (Northwestern Mutual) is an insurance company headquartered in Milwaukee, Wisconsin. Founded in 1857, Northwestern Mutual and their subsidiaries offer a holistic approach to financial security solutions such as life insurance, long-term care insurance, disability insurance, annuities, investment products and advisory products and services. | Finance |
