Adam Magee Email & Phone Number
Partner- Director of Wealth Planning @ Whitney & Company
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Adam Magee Location
- Penfield, NY, US
Adam Magee Work
- 2022 -now Partner- Director of Wealth Planning @
- 2017 -2022 Senior Vice President and Financial Planner @
- 2015 -2017 COO and CCO @
- 2007 -2015 Director of Operations @
- 2000 -2008 Wealth Manager and Investment Analyst @
- 1997 -2000 Portfolio Associate @
Adam Magee Education
- St. John Fisher College
Master of Business Administration (MBA) (Accounting and Finance)
1995-1997 - St. John Fisher College
Bachelor's degree (Accounting Club, Baseball)
1991-1995
Adam Magee Skills
- Team Building
- FinTech
- Personal Financial Planning
- Portfolio Management
- Risk Management
- Asset Management
- Banking
- Wealth Management
- Financial Modeling
- Securities
- Management
- Alternative Investments
- Corporate Finance
- Vendor Relationship Management
- Budgeting
- IT Strategy
- Regulatory Compliance
- Process Improvement
- Credit
- Budgets
- Strategy
- Strategic Planning
- Investments
- Financial Analysis
- Analysis
- Leadership
- Retirement Planning
- Finance
- Customer Service
- Asset Allocation
- Equities
- Internal Controls
- Microsoft Excel
- Creative Direction
- Project Management
Adam Magee Summary
- Adam Magee, based in Penfield, NY, US, is currently a Partner- Director of Wealth Planning at Whitney & Company. Adam Magee brings experience from previous roles at Whitney & Company, LVW Advisors and Cobblestone Capital Advisors. Adam Magee holds a 1995 - 1997 Master of Business Administration (MBA) in Accounting and Finance @ St. John Fisher College. With a robust skill set that includes Team Building, FinTech, Personal Financial Planning, Portfolio Management, Risk Management and more. Adam Magee has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Adam Magee?
Find contact details for 700 million professionals.
Others Named Adam Magee
Adam Magee
Head, L and S Equity Alpha Capture
Chicago, IL, US
Adam Magee
Calibration Support Engineering Technician D
Cincinnati, OH, US
Adam Magee
Partner- Director of Wealth Planning
Penfield, NY, US
Adam Magee
National Key Account Manager - Major Projects
Sydney, NSW, AU
Adam Magee
Financial Reporting Officer
Cedar Rapids, IA, US
Adam Magee
Managing Director NB and NL
Moncton, NB, CA
Adam Magee
Partner
Canberra, ACT, AU
Top Whitney & Company Employees
Chris Radigan
Partner and Portfolio Manager
New York, United States
Robert Pickels
Partner, Chief Investment Officer
Rochester, NY, US
Alicia Carter
Client Services and Operations
New York, United States
Adam Magee
Partner- Director of Wealth Planning
Penfield, NY, US
William Shaheen
Partner - Business Development
Rochester, NY, US
Alex Gurevich
Portfolio Manager and Senior Research Analyst
Rochester, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co