Adam Magee Email & Phone Number
Partner- Director of Wealth Planning @ Whitney & Company
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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 University
Master of Business Administration (MBA) (Accounting and Finance)
1995-1997 - St. John Fisher University
Bachelor's degree (Accounting)
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 University. 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 2 mobile phone numbers on RocketReach.
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