We welcome Tom McGrath, Head of Accounting and Investor Advisory Services, to the Ievers team!
Tom will play an instrumental role in further expanding Ievers’ investor advisory business for open and closed-end funds, focusing on investor allocation accounting systems vendor selection, best practices, and upgrades. His experience complements our service offerings to address clients’ growing opportunities in private equity and debt.
Before joining Ievers, Tom was the Senior Director of Geneva World Investor Product Development at SS&C Technologies. He held various leadership roles at Advent Software in product development, product management, professional services, and client services where he began in 1995. He worked in public accounting as a CPA, has a master’s degree in Taxation from Golden Gate University, and has a bachelor’s degree in Business Administration from the University of California at Berkeley.
