Tim McGrath
Chief Executive Officer at Riverpoint Wealth Management Holdings LLC
Profile
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).
Tim McGrath active positions
| Companies | Position | Start |
|---|---|---|
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. | Chief Executive Officer | 2012-12-31 |
Former positions of Tim McGrath
| Companies | Position | End |
|---|---|---|
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. | Portfolio Manager-Equities | 2007-06-30 |
Training of Tim McGrath
| Illinois State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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