James B. McGrath

James McGrath, CFA®, CPA, CFP®, CIMA®

James McGrath, CFA®, CPA, CFP®, CIMA®

Director of Wealth Management Services

Jim joined Cassady Schiller in September 2015 and brings nearly 30 years of experience in the wealth management and public accounting industries. Jim prides himself on using a holistic approach when working with clients. He uses his extensive investment, income tax and financial planning skills to help clients, and emphasizes a collaborative approach with outside advisors.

Jim and his wife relocated from New York in 1992 where he joined Ernst & Young’s tax department. During his time at Ernst & Young, Jim helped establish and grow the Personal Financial Counseling practice for the Ohio Valley region. In 2000, Jim left E&Y to focus on his investment and wealth management skills. Immediately before joining Cassady Schiller, Jim was a Principal and Portfolio Manager at Johnson Investment Counsel in Cincinnati, where he worked primarily with high and ultra-high net worth individuals.

In addition to his CPA designation, Jim holds the Chartered Financial Analyst (CFA®) designation, the Certified Financial Planner (CFP®) designation, and the Certified Investment Management Analyst (CIMA®) designation. Jim has been named a Five Star Wealth Manager by Cincinnati Magazine numerous times.

Education

The State University of New York at Buffalo, B.S. in Accounting.

In the Community

  • American Institute of Certified Public Accountants (AICPA)
  • Ohio Society of CPAs (OSCPA)
  • CFA Institute
  • Investment Management Consultants Association® (IMCA)
  • Participant in IRS Volunteer Income Tax Assistance (VITA) Program
  • Northminster Presbyterian Church Session Member