Jim McGrath
Corporate Officer/Principal bei Cassady Schiller Wealth Management LLC
Profil
Mr. James B.
McGrath is a Partner at Cassady Schiller Wealth Management LLC.
He joined Cassady Schiller in September 2015 and brought over 30 years of experience in the wealth management and public accounting industries.
He uses his extensive investment, income tax, estate tax, and financial planning skills to help clients and emphasizes a collaborative approach with outside advisors.
Mr. McGrath joined Ernst & Young’s tax department in 1992.
During this time, he helped establish and grow the Personal Financial Counseling practice for the Ohio Valley region.
In 2000, he left EY to focus on his investment and wealth management skills.
Before joining Cassady Schiller, he was a Principal and Portfolio Manager at Johnson Investment Counsel in Cincinnati, where he worked primarily with high and ultra-high net worth individuals.
He graduated from The State University of New York at Buffalo with his Bachelor of Science in Accounting.
He holds the Chartered Financial Analyst designation, the Certified Financial Planner designation, and the Certified Investment Management Analyst designation.
Aktive Positionen von Jim McGrath
| Unternehmen | Position | Beginn |
|---|---|---|
Cassady Schiller Wealth Management LLC
 Cassady Schiller Wealth Management LLC Investment ManagersFinance Cassady Schiller Wealth Management LLC (Cassady Schiller) is an independent registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1999 as CSA Financial Advisors Ltd. and changed its name to Cassady Schiller Wealth Management LLC in 2017. Cassady Schillert provides portfolio management services to individuals, high net worth individuals, corporations, trusts, corporate pension and profit-sharing plans, charitable institutions and foundations. | Corporate Officer/Principal | 01.01.2023 |
Ehemalige bekannte Positionen von Jim McGrath
| Unternehmen | Position | Ende |
|---|---|---|
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Corporate Officer/Principal | 01.01.2009 |
The Retirement Corporation of America
 The Retirement Corporation of America Investment ManagersFinance The Retirement Corporation of America (RCA) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1988 and formerly known as Retirement Capital Advisors, Inc. They are owned by Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). RCA provides advisory services to individual investors. | Corporate Officer/Principal | 01.01.2001 |
Johnson Investment Counsel, Inc.
 Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Portfolio Manager-Aktien | - |
Ausbildung von Jim McGrath
| The State University of New York | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Finance |
The Retirement Corporation of America
The Retirement Corporation of America Investment ManagersFinance The Retirement Corporation of America (RCA) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1988 and formerly known as Retirement Capital Advisors, Inc. They are owned by Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). RCA provides advisory services to individual investors. | Finance |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial Services |
Cassady Schiller Wealth Management LLC
Cassady Schiller Wealth Management LLC Investment ManagersFinance Cassady Schiller Wealth Management LLC (Cassady Schiller) is an independent registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1999 as CSA Financial Advisors Ltd. and changed its name to Cassady Schiller Wealth Management LLC in 2017. Cassady Schillert provides portfolio management services to individuals, high net worth individuals, corporations, trusts, corporate pension and profit-sharing plans, charitable institutions and foundations. | Finance |
