Boston Portfolio Advisors
600 Corporate Drive, Suite 502
Fort Lauderdale, FL 33334
Thomas McGrath is a Senior Manager at Boston Portfolio Advisors and joined the firm in 2015. Mr. McGrath leads the firms Fund Accounting and Reporting operations, leveraging his 8 years of fund accounting experience, specifically with Mutual Funds and Hedge Funds. In this role, Mr. McGrath manages the accounting and reporting requirements for clients, which includes the month-end close, cash reconciliations, investor reporting, fee calculations, income distributions, financial statement preparation, and audit assistance.
Previously, Mr. McGrath worked at Franklin Templeton Investments as a Senior Fund Analyst and at The Royce Funds as a Fund Accountant, where his responsibilities included financial reporting, expense budgeting and invoice payments, expense ratio analysis, fund distributions, fee calculations, and audit support.
Throughout his career, Mr. McGrath has been exposed to several asset types and investment vehicles, as well as the unique accounting and reporting requirements associated with various assets and fund structures.
Education and Industry Involvement
Mr. McGrath earned his B.S. in Education, summa cum laude, from the University of Miami.