Robert Mc Graw
About Robert Mc Graw
Robert McGraw is a Market Development Executive with extensive experience in wealth management capital raising and M&A activities. He currently holds multiple positions at various firms, including Boosted.ai and Adaptive Investment Solutions, and has over 20 years of experience advising financial institutions on transformation initiatives.
Work at Boosted.ai
Robert McGraw serves as the Market Development Executive at Boosted.ai, a position he has held since 2024. In this role, he leads wealth management capital raising and M&A activities, focusing on deal evaluation and due diligence reviews. His expertise in the financial sector contributes to the company's growth and strategic initiatives.
Current Roles in Financial Services
In addition to his role at Boosted.ai, Robert McGraw is also a Market Development Executive at Adaptive Investment Solutions, LLC, where he has worked since 2023. He has been involved with Arteria AI in the same capacity since 2023. Furthermore, he holds the position of Strategic Advisor at InvestSuite and YourStake, both since 2021, and serves as a Partner at Advintro since 2021. His diverse roles reflect his extensive experience in the financial services industry.
Previous Experience in Financial Advisory
Robert McGraw has a rich history in financial advisory roles. He was a Principal (Partner) in Financial Services Advisory at KPMG from 2013 to 2016. Prior to that, he worked as an Operating Executive at S. I. Williams Wealth Management, LLC from 2018 to 2021, and as Managing Director at Deutsche Bank Private Wealth Management from 2000 to 2003. His career also includes significant positions at Capgemini and Accenture, where he contributed to wealth management practices.
Education and Expertise
Robert McGraw earned a Bachelor of Science (B.S.) degree in Business, Management, Marketing, and Related Support Services from Clarkson University. He has over 20 years of experience advising CxO suite executives at banks and asset management firms, specializing in large-scale transformation initiatives and go-to-market strategies for FinTech companies.
Innovative Contributions to Investment Management
In his current roles, Robert McGraw focuses on delivering analytics through Generative AI, which aids investment managers in driving alpha and making investment recommendations more explainable. His work emphasizes the integration of advanced technology in financial services, showcasing his commitment to innovation in the industry.