BIOGRAPHY

Kevin McGrath, CFP®

Wealth Advisor

New York
+1 (212) 476-5768
SAVE CONTACT INFORMATION
REQUEST INFORMATION

Contact Us

Please complete the below fields and a member of the NB Private Wealth team will be in touch. Thank you.
*Required
*Required
*Required
*Required

Required
By submitting my email address, I certify that I agree to the terms and conditions of Neuberger Berman's Privacy Policy.
19

Years of Industry Experience

19

Years with Neuberger Berman

Kevin M. McGrath, CFP®, Senior Vice President, joined the firm in 2005. Before becoming a Wealth Advisor in 2024, Kevin was a Wealth Advisor Associate and 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™. 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, Wealth Advisor

Join Our Team

Careers

Get in touch with us

REQUEST INFORMATION

Contact Us

Please complete the below fields and a member of the NB Private Wealth team will be in touch. Thank you.
*Required
*Required
*Required
*Required

Required
By submitting my email address, I certify that I agree to the terms and conditions of Neuberger Berman's Privacy Policy.