Brian McGrath has more than 35 years of experience in the securities and wealth management industry. Prior to joint Boenning & Scattergood in 2013, Brian spent the previous 6 years with Robert W. Baird & Company where he was the Philadelphia Regional Market Manager while maintaining his private wealth management practice. Between 1996 and 2008, Brian held various branch, complex and regional management positions in Princeton, NJ and Conshohocken, PA, with Wachovia Securities and their legacy firms of Wheat First Butcher and Singer. Brian started his career in 1981 with Merrill Lynch Pierce Fenner and Smith as a financial consultant. While there, he was promoted to both Sales Manager and Resident Manager for the firm’s Philadelphia and Baltimore offices. He also had extensive senior-level management experience with three other leading investment advisory firms: as Senior Vice President and Director of Newbold’s Investment Advisors and Chief Operating Officer of the New York-based Gabelli Asset Management Company; and as Vice President of Investor and Broker Services for Nicholas Applegate Capital Management – a premier institutional money manager located in San Diego, California.
As an investment and wealth manager for a select group of institutional and individual clients, Brian has utilized a sophisticated and prudent approach which has resulted in a very high client retention rate, over many years, with a willingness of his clients to offer their personal referral if requested. A graduate of Millersville University in Pennsylvania, Brian pursued Graduate Studies at the Fox School of Business as Temple University and graduated from the Securities Industry Institute at The Wharton School at The University of Pennsylvania. He is General Securities Principal and Registered Investment Advisory Representative.
Brian has served on the boards of Drexel University’s Nesbitt School, a long-time member of the board and former president of the United Cerebral Palsy Association of Philadelphia, and as President of the Board of Directors of North Hills County Club. Brian currently serves as a member of the investment advisory committee for the Sisters of Saint Joseph and Fournier Retirement Fund and as a board member of Breachmenders in Wyndmoor, Pennsylvania.
Brian and Client Service Associate Rita Baratta serve our client family from the Conshohocken branch.
Brian J. McGrath holds the Series 7, 8, 9, 24, 10, 15, 31, 63 and 65 registrations with LPL Financial. He also holds his life, health and variable annuities insurance licenses.