Kevin M. McGrath, CFP®, Wealth Management Associate, joined the firm in 2005. Before becoming a Wealth Management Associate in 2015, Kevin was a senior client associate within Neuberger Berman Wealth Management, a client service representative at Lehman Brothers for the Institutional Liquidity Funds, and a registered representative for Neuberger Berman’s Retail Mutual Funds. He earned a BS in Finance from Providence College. Kevin is a CERTIFIED FINANCIAL PLANNER™, and is also a member of the Estate Planning Council of New York City. Kevin maintains FINRA Series 7, 6, 63, and 65 licenses.
“My goal is to build a strong personal relationship with each client and develop a deep understanding of their needs and goals, which is the foundation to building a successful long term financial plan. Through the breadth and expertise of Neuberger Berman, we construct a diversified investment plan taking into account investment objectives, risk tolerance, expenses and tax situation. Each client’s individual plan is continuously evaluated to make sure we are on track to meet their goals. I also partner closely with clients Legal and Tax advisors to provide a comprehensive approach to all aspects of their financial life.”
—Kevin McGrath, CFP®, Wealth Advisor Associate