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
- Partner- Director of Wealth Planning @ (January 2022 - Present)
- Senior Vice President and Financial Planner @ (September 2017 - March 2022)
- COO and CCO @ (January 2015 - August 2017)
- Director of Operations @ Cobblestone Capital Advisors (March 2007 - August 2015)
- Wealth Manager and Investment Analyst @ Cobblestone Capital Advisors (March 2000 - March 2008)
- Portfolio Associate @ Cobblestone Capital Advisors (December 1997 - March 2000)
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 3 mobile phone numbers on RocketReach.
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