Our Team

If you are seeking honest, knowledgeable investment advice and objective financial guidance, you can turn to the team of Riverpoint Wealth Management. Our team is built of experienced investment professionals dedicated to helping successful individuals and families apply the principles of prudent financial planning. We pride ourselves on client service and the relationships we’ve developed with the families we work with. Taking the time to get know each and every client on a personal level has helped set us apart. Our staff has an incredibly low turnover so you also get to know us along the way, building a level of comfort and ease in all of our communication.

 

Timothy P. McGrath CFP®, CLU, ChFC

Timothy P. McGrath CFP®, CLU, ChFC

Managing Partner

(312) 239-1330
mcgrath@riverpointwealth.com
LinkedIn
Tim provides financial advice to a select group of ultra-high-net-worth affluent individuals and families. He is regularly tapped as a specialist and knowledgeable source in his field and has been featured several times in major publications including The Wall Street Journal, Bloomberg, US News & World Report, Money Magazine, Investor’s Business Daily, Washington Post, Financial Advisor, and Chicago Tribune.

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Blane Shea, CPWA ®

Blane Shea, CPWA ®

Managing Partner

(312) 442-9192
blaneshea@riverpointwealth.com
LinkedIn
Blane created Riverpoint Wealth Management (“RWM”) in 2013 with his business partner, Timothy McGrath, as a nationally registered investment advisory firm with the Securities and Exchange Commission. Blane celebrated his 25th year in the business in 2019 and serves as one of the portfolio managers at RWM. On a discretionary basis, the team runs an exclusive and robust wealth management process.

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Paul Merrick

Paul Merrick

Wealth Manager

(312) 239-1332
paul@riverpointwealth.com
LinkedIn
Paul brings fifteen years of experience providing wealth management advice to his clients and also conducts key investment research for all the wealth advisors of Riverpoint Wealth Management.

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Melissa Rodriguez

Melissa Rodriguez

Director of Operations

(312) 239-1331
melissa@riverpointwealth.com

For more than 20 years, Melissa has been working in the financial planning industry. She has numerous responsibilities with Riverpoint Wealth Management.

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Reese Abbadessa

Reese Abbadessa

Director of Client Relations

(312) 442-9085
reese@riverpointwealth.com
LinkedIn

With more than 15 years in the industry, Reese takes care of the client service needs efficiently and effectively, maintaining a steady flow of communication.

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Carlos J. Cruz

Carlos J. Cruz

Client Services Associate

carlos@riverpointwealth.com
LinkedIn

Carlos began his financial services career in 2017 with an alternative investment software company as an Accounting Analyst and Client Relations Specialist

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Kyle Doyle

Kyle Doyle

Research Associate

(312) 442-9192
kyle@riverpointwealth.com
LinkedIn

Kyle started at Riverpoint Wealth Management in the summer of 2020 following an internship with the Riverpoint team the year prior. He is a 2020 Graduate of the University of Michigan with a Bachelor’s in Economics.

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