Michael T. McGrath, CFP®

Chief Client Officer

Michael McGrath is the Chief Client Officer (CCO) at Hefren-Tillotson, where he is responsible for creating the vision and facilitating the delivery of an exceptional client experience.  Mike works to maintain and promote a client-first focus across Hefren-Tillotson.  His primary duties to accomplish this are to lead Hefren-Tillotson’s Technology Training & Support Department and to work in conjunction with the Financial Planning Department, where Mike served as the Director for 12 years.  

Mike is a CFP® professional, an Investment Advisor Representative, a Registered Representative, and a Licensed Agent for Life, Accident and Health Insurance. He is an active member of the Pittsburgh Chapter of the Financial Planning Association (FPA) where he has served on the Board of Directors.

Mike is committed to community involvement and service. He has served as a member of the Pittsburgh Downtown Partnership’s Young Leaders Committee and is a graduate of Leadership Pittsburgh XXXI, a ten month program for established senior-level leaders. Mike completed his undergraduate work at Allegheny College, earning a Bachelor of Science Degree in Computer Science.

Mike is a native of Pittsburgh residing in Pine Township with his wife Stephanie, their son Harrison, and their daughter Abigail. In his free time he enjoys golf, fishing, hiking, and spending time in the backyard playing with his kids.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Watch and learn

Videos With Michael T. McGrath, CFP®

Birth of a Child: Financial Changes & Considerations


The Pre-Retirement Years – Part 2


Retirement Years – Part 2


Early Earning Years – Part 1


Saving for Education

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