Frank McGrail is a Wall Street Executive with broad experience working with all types of clients. Throughout his career, he has been a consistent top performer who has significantly grown businesses in multiple geographies. Frank is a strong sales leader who has worked with hundreds of advisors. He has had an appreciably positive impact on those advisor’s businesses in terms of growth and sustainability in the face of industry change. Frank’s interaction with the top clients of his best advisors gives him a unique perspective of the nature of the advisor-client relationship. Frank also has had a number of strategic roles in building and launching private wealth management businesses at both UBS and Deutsche Bank. He is experienced in all aspects of wealth management.
Francis McGrail
Founding Partner, MMC
McGrail Management Consulting was launched to bring this expertise to the marketplace in a way that assists Firms and Advisors grow and expand their Businesses in an ever-evolving and competitive landscape. McGrail has worked with consultants over the years and he has drawn from that background to distinguish the MMC offering from the all too common consultant experience.
Experience
Alex. Brown, A Division of Raymond James
At Alex Brown I headed up the Central Region, which was 1/3 of the business nationally. I was part of a select strategic team that re-launched the Alex Brown brand and the business structure that supports it: investment platform, marketing strategy, advisor retention, real estate and technology.
Deutsche Bank Private Wealth Management
Ran the New England Region Office, a top ranked revenue and profitability leading business. Led the development of relationships with UHNW individuals, endowments, family offices and institutions. Focused business expansion through organic growth and talent acquisition.
UBS
Senior field leader with roles that included Regional Director, District Manager, and Complex Director. Top ranked recruiter and growth manager throughout my tenure. Headed up businesses throughout the Mid Atlantic and New York Region, resulting in multiple level growth metrics. My focus included the selection and development of the next generation of leaders for our team. Member of UBS Director’s Council numerous times, recognizing the highest ranked performing business leaders.
McGrail Management Consulting
470 James Street New Haven, CT 06513
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