Matthew McGrath, CFA®
Portfolio Manager
Matt McGrath is a Portfolio Manager with over a decade of experience in the investment management industry. He is passionate about designing and executing comprehensive long-term investment strategies to help clients pursue their financial goals.
Prior to joining Winthrop Wealth, Matt worked at another registered investment adviser where he built a scalable, client-focused investment platform from the ground up. He has extensive experience in trading and portfolio management with a focus on making investment systems smarter and more efficient. Matt graduated from the Villanova School of Business with a degree in Finance and is a proud CFA® Charterholder.
Matt lives in Somerville and enjoys discovering new restaurants in the area. Outside of work, you’ll find him exploring new countries (Japan is a recent favorite), hitting the gym, and cheering on the Celtics or Patriots.