Adam has over 20 years of financial planning experience and is the Senior Vice President at our Rochester, NY office.

Adam Magee, CFP®

Senior VP - FinancialPlanning

Adam holds the Certified Financial Planning designation and graduated from St. John Fisher College earning an accounting undergraduate degree and a Masters of Business Administration degree. Adam has 20 years of experience in the investment industry including responsibilities in wealth planning, research, portfolio management,, compliance and practice management. Prior to working for Whitney & Company, Adam was the COO/ CCO at LVW Advisors and prior to LVW worked at Cobblestone Capital Advisors where he served in various roles primarily in wealth planning and research but also encompassed operational oversight. Adam is an avid sports enthusiast, living in Penfield, NY, with his wife and three children. He also volunteers his time to the Special Olympics program.