James McGrath
Head of Private Banking at FFT Wealth Management LLC
James McGrath active positions
| Companies | Position | Start | End |
|---|---|---|---|
FFT Wealth Management LLC
 FFT Wealth Management LLC Investment ManagersFinance FFT Wealth Management LLC, dba Forbes Family Trust (Forbes), is a registered investment advisor and multi-family office headquartered in Philadelphia, Pennsylvania. The firm was founded in 2009 by Keith Bloomfield, P. Scott Gregorchuk and William (Bill) Luterman. They are directly owned by FWM Holdings LLC. Forbes offers dynamically managed, globally positioned investment portfolios to individuals, investment limited partnerships or other collective vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Head of Private Banking | 2018-12-31 | - |
| Analyst-Equity | 2002-12-31 | 2018-12-31 | |
| Chief Investment Officer | 2018-12-31 | 2022-12-31 | |
| Director of Research - Equity | 2002-12-31 | 2018-12-31 |
Career history of James McGrath
Former positions of James McGrath
| Companies | Position | Start | End |
|---|---|---|---|
LGL Partners LLC
 LGL Partners LLC Investment ManagersFinance LGL Partners LLC is a multi-family office and SEC- registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Paul Gregorchuk, William Luterman and Keith Bloomfiled in 2010. They are wholly-owned by FWM Holdings LLC. LGL Partners provides investment management, financial planning and consulting services to individuals, investment limited partnerships or other collective vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Analyst-Equity | 2009-12-31 | - |
| Chief Investment Officer | 2018-12-31 | - | |
| Director of Research - Equity | 2009-12-31 | 2018-12-31 | |
| Portfolio Manager-Equities | 2009-12-31 | - |
Training of James McGrath
| University of Pennsylvania | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
| Yale School of Management | Masters Business Admin |
Statistics
International
| United States | 6 |
Operational
| Analyst-Equity | 2 |
| Chief Investment Officer | 2 |
| Director of Research - Equity | 2 |
Sectoral
| Consumer Services | 4 |
| Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
FFT Wealth Management LLC
FFT Wealth Management LLC Investment ManagersFinance FFT Wealth Management LLC, dba Forbes Family Trust (Forbes), is a registered investment advisor and multi-family office headquartered in Philadelphia, Pennsylvania. The firm was founded in 2009 by Keith Bloomfield, P. Scott Gregorchuk and William (Bill) Luterman. They are directly owned by FWM Holdings LLC. Forbes offers dynamically managed, globally positioned investment portfolios to individuals, investment limited partnerships or other collective vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
LGL Partners LLC
LGL Partners LLC Investment ManagersFinance LGL Partners LLC is a multi-family office and SEC- registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Paul Gregorchuk, William Luterman and Keith Bloomfiled in 2010. They are wholly-owned by FWM Holdings LLC. LGL Partners provides investment management, financial planning and consulting services to individuals, investment limited partnerships or other collective vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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