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Jeff McGrew

Jeff McGrew

Senior Equity Analyst

Followers of Jeff McGrew776 followers
location of Jeff McGrewBoston, Massachusetts, United States

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  • Timeline

  • About me

    Chief Investment Officer at Foster Dykema Cabot & Co.

  • Education

    • Case Western Reserve University, Weatherhead School of Management

      -
      Masters of Business Administration Finance

    • Wittenberg University

      -
      Bachelor of Arts (BA) Finance, East Asian Studies

  • Experience

    • Fidelity Investments

      Jan 1997 - Jan 2002
      Senior Equity Analyst

    • The Boston Company Asset Management, LLC

      Jan 2002 - Jan 2014
      Managing Director, Senior Portfolio Manager

    • MFS Investment Management

      Jan 2014 - Jan 2016
      Institutional Portfolio Manager

    • Foster Dykema Cabot & Co.

      Jan 2016 - now
      Chief Investment Officer

      Founded in 1967, Foster Dykema Cabot & Co. is a privately owned wealth management and investment advisory firm that provides comprehensive investment, estate, and financial advice to affluent individuals and families.

  • Licenses & Certifications

    • Chartered Financial Analyst