Andrew McGrade
Private Client Investment Advisor @TD
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WORK HISTORY
Private Client Investment Advisor @TD
US
TD Private Client Group serves high net worth individuals and institutions. Our integrated teams deliver customized strategies to help clients manage the challenges and the opportunities that come with wealth. Using a focused, team-based approach, we help clients gather, grow, safeguard, and transfer assets.As a Private Client Investment Advisor, I provide HNW and institutional clients with TD Wealth’s full suite of investment solutions, including professional portfolio management, portfolio guidance, and a wide range of brokerage services in the Metro New England market.Through a team-based, consultative approach, I work closely with each client to identify their investment objectives and implement solutions focused on achieving their financial goals. I meet with clients regularly to review portfolio details and leverage the full scope of resources available through TD Wealth and TD Bank to provide holistic solutions.
EDUCATION
Hamilton College
BA, Economics / German Literature
ABOUT ANDREW MCGRADE
Senior investment management/wealth management practitioner with a 25-year-plus record of successful execution in a variety of roles and environments. Sophisticated portfolio management and relationship management background, and demonstrated growth leadership, business architecture, and risk management skills.
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