Patrick McGrade



As vice president of employee benefits, Patrick McGrade oversees client experience, advises mid- and large-sized employers on their benefits programs, and is responsible for client retention and business development. He provides top-tier service to his clients by controlling cost, maintaining compliance, and communicating the value of each benefits package.

With over a decade of employee benefits experience, Patrick is proficient in both fully insured and self-insured funding strategies, professional employer organizations (PEOs), employee contribution analysis, healthcare reform and ERISA compliance. He is also instrumental in the implementation of benefits administration systems and the development and maintenance of wellness programs for many of his clients.

Patrick was promoted to a similar position at predecessor firm McDermott & Thomas Associates in 2013, following seven years serving as an account executive. Prior to joining McDermott & Thomas Associates, he was a long-term care insurance agent for Genworth Financial, during which time he obtained his certified long-term care (CLTC) designation.

A graduate of Providence College with a B.S. in health policy and management, Patrick is a licensed health and life insurance agent with group benefits associate (GBA) and retirement plan associate (RPA) designations from the International Society of Employee Benefits Plans in conjunction with the Wharton School of Business. He is currently pursuing his certified employee benefits specialist (CEBS) designation.

Patrick lives in Metuchen, NJ with his wife and son and is active in the Staten Island community. He is a board member on the Staten Island Rotary Club and previously served on the Staten Island Chamber of Commerce Young Professionals Group council for five years.

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