Jim McGrath, CFA®

Jim McGrath is Senior Vice President and Team Portfolio Manager for Capital Crest Partners. He is responsible for customizing investment solutions and delivering Rockefeller Global Family Office investment solutions and ideas to high net worth clients

Jim has been managing portfolios for over two decades. Prior to joining Rockefeller Global Family Office, Jim was a Portfolio Manager at Bank of America Private Bank (Formerly US Trust). Altogether, Jim has spent his entire career in Private Banking Business, developing extensive experience focusing on managing client portfolios as well as trust administration.

Jim grew up in Clevland Ohio and attended Case Western Reserve University where he received his master’s in business administration. He also holds the Chartered Financial Analyst® designation.

Over the course of his career, Jim has been involved with several charitable organizations. He had the honor of serving as Trustee and Treasurer for Habitat of Humanity in Lee County, Florida and as a Director for the Hitchcock Center for Women in Clevland, Ohio.