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James C. McGrath, CFA, FRM, CAIA

Co-Chief Investment Officer

James is Co-Chief Investment Officer and partner of the firm. Previously, he served as Director of Research, having joined the predecessor firm in 2003. He was instrumental in developing its alternative assets investment program and research functions, including the firm’s highly respected quantitative analysis technology.

Previously, James was with the Federal Reserve Bank, where he advised on U.S. payments system risk and economics. Prior to joining the Federal Reserve, he developed trading systems and portfolio analytics for Bank of America’s hedge fund clients. Previously, he was a member of the Financial Engineering team of the Global Principal Finance group at UBS. He began his career on the Global Equity Program Trading desk at Salomon Brothers as a quantitative analyst.

James graduated from the University of Pennsylvania with honors, earning a B.A. in Philosophy and a B.S. in Economics from Wharton. He was a Joseph Wharton Scholar and a three-time letter winner in men’s crew. He earned an MBA in Finance with distinction from the Yale School of Management, where he served as a teaching assistant for several renowned university faculty members. James was on the United States team at the World Championships in orienteering for multiple years. He founded the endowment for the U.S. Orienteering Federation and has served on several non-profit boards, including the Mid-Atlantic Hedge Fund Association (MAHFA) and the Endowment Board of the Union League of Philadelphia.