Stephen McGrath joined Cross Coastal Advisors in early 2016 as a Practice Management Assistant. In this role, he will work closely with our advisors to ensure operational excellence and to maintain the highest level of client support.
Prior to joining our firm, Stephen was the Senior New Business Associate at First American Insurance Underwriters where he was involved in case illustration and operations and gained sales experience as an Agent at American Income Life Insurance Company.
Stephen graduated from UMass Amherst with a BA in Entrepreneurship. He is currently working towards an MBA with a focus in Economics at Southern New Hampshire University.
Stephen currently resides in Foxboro, MA. His personal interests include sports, fitness and traveling.