Tiffany McGhee
Tiffany McGhee is the Founder, Chief Executive Officer, and Chief Investment Officer of Pivotal Advisors, a registered investment advisor focused on institutions. She has managed more than $7 billion dollars in assets and relationships since beginning her career in the Private Client Group of Merrill Lynch. McGhee is also a highly sought-after speaker on ESG investing, impact investing, ERISA, asset allocation, alternative investments, and diverse ownership in asset management.
Tiffany McGhee Professional Experience / Academic History
Professional Experience
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Founder, Chief Executive Officer, and Chief Investment Officer
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Contributor
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Senior Consultant
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Financial Advisor, Private Client Group
Academic History
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BA in Political Science and International Relations
RESPONSIBILITIES AT PIVOTAL ADVISORS
- McGhee leads Pivotal Advisors in its mission to exceed client investment objectives and maximize their impact.
- She works with firm leadership to set and execute the firm's vision, strategy, and voice within the institutional investment community.
- She chairs the firm’s investment committee, overseeing investment research and manager due diligence.
- She is the lead advisor for the firm’s largest relationships.
CAREER
- At Merrill Lynch, McGhee managed investments for wealthy families, non-profit and for-profit institutions.
- At T. Rowe Price, she managed relationships and coordinated prospective and existing institutional mutual fund clients in the private bank and broker-dealer sales channels.
- At TIAA, she managed investment strategy and implemented asset allocation across various asset classes, including multi-asset, growth, value, emerging markets, ESG, fixed income.
- At Momentum Advisors, she oversaw fiduciary and investment advisory services for corporate and non-profit clients.
CURRENT APPOINTMENTS
MEDIA AND OTHER APPEARANCES
- McGhee is frequently invited to speak at national conferences, such as the National Women’s Studies Association and the Congressional Black Caucus Foundation.
AWARDS AND RECOGNITIONS
- McGhee was named a “Rising Star” in the institutional investment industry by Ann Schleck and Fi360.