Jeff McGrew

Jeff McGrew, CFA, is the Chief Investment Officer and Partner at Foster Dykema Cabot & Co. in Boston, MA, where he leads the investment team and chairs the Investment Policy Committee. In this role, he is responsible for all aspects of the investment process including asset allocation, manager selection, investment research, and overseeing portfolio strategies for high-net-worth individuals, families, and select institutional clients.

McGrew's expertise spans over 30 years and includes deep experience managing both domestic and global equity portfolios, as well as multi-asset allocations. He focuses on traditional and alternative asset classes, with significant responsibilities across equities (both exchange and fund investments), fixed income, and manager due diligence. Prior to joining Foster Dykema Cabot in 2016, he was an Institutional Portfolio Manager at MFS Investment Management, and before that, Managing Director and Senior Portfolio Manager at The Boston Company Asset Management; he also served as Senior Equity Analyst at Fidelity Investments.

He holds an MBA in Finance from Case Western Reserve University’s Weatherhead School of Management and a BA from Wittenberg University with concentrations in Finance and East Asian Studies. Jeff is a Chartered Financial Analyst charterholder and an active member of the CFA Institute and the Boston Security Analysts Society, recognized in the industry for his analytical rigor, leadership in investment policy, and dedication to tailored wealth management for private clients.