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MEMBER PROFILE

 

Bryan McGrath

BNY Mellon Wealth Management

 

Member profile details

Membership level
Philadelphia Individual
First name
Bryan
Second name/initial
T
Last name
McGrath
Title
Senior Director
Company
BNY Mellon Wealth Management
 

CONTACT INFORMATION

City
Philadelphia
State
Pennsylvania
 

PROFILE INFORMATION

Call me when
A family, client,or contact is looking to sell a business and needs the expertise of tax minimization, planning, escrow, or investment wealth strategies.
Profession
  • Banker
Functional Expertise
  • Business development
  • Exit/Transition Planning
  • Investments
  • Mergers
  • Retirement
  • Sell side/Divestiture
  • Trusts
Client Industry(ies)
  • Business Services
  • Financial Services
Professional Certification(s)
Series 7, Series 66, Certified Wealth Strategist (CWS)
In Business Since
2000
How to contact
By office # 215-553-4881
Business Focus
Mergers and Acquisitions
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