Brian McGrath brings 20 years of financial services experience to his role as Managing Director. He collaborates with banks, RIAs, family offices, advisors, and investment funds, developing and providing custom insurance solutions tailored to their clients’ needs. Brian partners with these groups by offering education and training sessions, support for client discussions, and assisting in policy design, all aimed at helping clients achieve their financial goals. Before Axcelus, he spent 17 years at Morgan Stanley Investment Management, most recently as a portfolio specialist with Alternative Investment Partners. Brian holds both a BS and an MBA from Villanova University.