. Roe Email & Phone Number
Adjunct Professor of Finance @ Washington & Jefferson College
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
. Roe Location
- Bridgeville, PA, US
. Roe Work
- 2025 -now Adjunct Professor of Finance @
- 2024 -now Managing Director @ Magnolia Private Wealth, LLC
- 2019 -2025 Founder and CEO @ Rx Wealth Advisors, LLC
- 2018 -2021 Partner and Managing Director @
- 2015 -2017 Managing Director @
- 2012 -2015 Executive Wealth Counselor @
- 2004 -2012 Senior Wealth Counselor @
- 1999 -2004 Tax Manager @ Goff, Backa, Alfera & Company, LLC
- 1997 -1999 Tax Consultant @
. Roe Education
- Duquesne University
Masters (Taxation)
1997-2000 - Washington & Jefferson College
B.A (Accounting & Entrepreneurial Studies)
1990-1994
. Roe Skills
- High Net Worth Individuals
- Trusts
- Estate Planning
- Securities
- Wealth Management
- Estate Tax Planning
- Asset Allocation
- International Tax
- Financial Planning
- CPA
- Strategic Financial Planning
- Philanthropy
- Asset Protection
- Personal Financial Planning
- Tax
- Gift Tax
- Multi-generational wealth transfer
- Family Office
- Tax Advisory
- Wealth Management Services
- Wealth
- Management
- Finance
- Investments
- Financial Services
- Financial Advisory
- Insurance
- Accounting
- Investment Strategies
- Investment Advisory
- Wealth Accumulation
- Investment Management
- Business Tax Planning
- Board of Directors
- Investment Advisory Services
- Succession Planning
. Roe Summary
- . Roe, based in Bridgeville, PA, US, is currently a Adjunct Professor of Finance at Washington & Jefferson College. . Roe brings experience from previous roles at Magnolia Private Wealth, LLC, Rx Wealth Advisors, LLC and Waldron Private Wealth. . Roe holds a 1997 - 2000 Masters in Taxation @ Duquesne University. With a robust skill set that includes High Net Worth Individuals, Trusts, Estate Planning, Securities, Wealth Management and more. . Roe has 2 emails on RocketReach.
Looking for a different . Roe?
Find contact details for 700 million professionals.
Others Named . Roe
Chris Roe
Director
Chicago, IL, US
Chris Roe
Director, Worldwide Environment - Carbon
Kirkland, WA, US
Chris Roe
Partner
London, GB
Chris Roe
Business Development Manager
Nutley, NJ, US
Chris Roe
Head of 3PL Operations - Americas
Downers Grove, IL, US
Top Washington & Jefferson College Employees
Tracey Sheetz
Vice President of Enrollment, Marketing, and Comunication
Pittsburgh, PA, US
Keli Henderson
Senior Director of Communication and Marketing
Weirton, WV, US
Aaron Thompson
Assistant Director of Athletics for Operations
Washington, PA, US
Tori Haring-Smith
President
Washington, PA, US
Elizabeth Walls
President
Washington, PA, US
Amy Doria
Director of Operations
Washington, PA, US
Joseph Evanko
Assistant Director of Admission and Nursing Recruitment
Pittsburgh, PA, US
Kyle Digiandomenico
Director of Admissions
Washington, PA, US
Mark Lesako
Associate Director of Athletics and Head Athletic Trainer
Washington, PA, US
Suzie Mehalik
Director of Human Resources
Washington, PA, US
. Roe
Adjunct Professor of Finance
Bridgeville, PA, US
Joshua Guiser
Vice President for Business and Finance and CFO
Venetia, PA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co