Client Relationship Manager
CurrentPortfolio Analysis, Trading, Marketing, Meeting Materials, Research & Investment Data Analysis, Tax Form and Reporting Inquiries.
Jan 2024 - Present
AeroLeads people directory · profile
Matthew Magee Email & Phone Number
Relationship Management | Product Specialist | Asset Management | Trading | Investor Relations | Client Service | Sales
at
Sage Rutty & Co., Inc
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Relationship Management | Product Specialist | Asset Management | Trading | Investor Relations | Client Service | Sales
Location
New York, United States
Who is Matthew Magee? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Matthew Magee is listed as Relationship Management | Product Specialist | Asset Management | Trading | Investor Relations | Client Service | Sales at Sage Rutty & Co., Inc, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Matthew Magee.
Matthew Magee previously worked as Client Relationship Manager at Sage Rutty & Co., Inc and Instructor at Wiley Edge. Matthew Magee holds Bs, Finance from State University Of New York At Oswego.
Company email context
Email format at Sage Rutty & Co., Inc
This section adds company-level context without repeating Matthew Magee's masked contact details.
Sage Rutty & Co., Inc
Review company-level records connected to Matthew Magee before choosing the right outreach path.
Profile bio
About Matthew Magee
Client-focused finance professional with the ability to develop and maintain strong business relationships with high net worth and institutional investors, asset managers, custodians and consultants. Proven track record partnering with clients as well as internal and external business partners to deliver creative and effective solutions to address complex investment and financial planning needs. Strong understanding of investments spanning equity, fixed income, derivatives, commodities, real estate, asset allocation and alternative investment solutions.
Current workplace
Matthew Magee's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Matthew Magee work experience
A career timeline built from the work history available for this profile.
Instructor
Instructors for the Banking Services platform are responsible for educating recent college graduates and those looking to change careers into the banking industry on fundamental concepts within the financial services sector. This includes leveraging industry experience and monitoring of current events related to new regulation, products and trends to make updates to content material.
Apr 2022 - Jan 2024
Day Trader
Self-Employed
Developed and implemented a successful day trading strategy for US equities.
May 2020 - Jan 2022
Vice President, Portfolio Specialist
Portfolio Specialists are responsible for communicating the views of Portfolio Management and managing client and consultant relationships specific to the strategies managed by the Emerging Markets Equity team. Additionally, Portfolio Specialists are an integral input to the Sales process; formulating and developing pitch books and other marketing materials and delivering product pitches to existing and prospective clients and consultants.
Nov 2017 - Mar 2020
Vice President
The Client Account Management team is a Client Service/Relationship Management function for J.P. Morgan Asset Management’s institutional client base.
May 2015 - Nov 2017
Relationship Manager - Network
Relationship Manager covering the Firms banking relationships in Latin America and Canada, as well as US retail precious metal depositories.
May 2006 - May 2015
2 education records
Matthew Magee education
Bs, Finance
State University Of New York At Oswego
High School
The Aquinas Institute
FAQ
Frequently asked questions about Matthew Magee
Quick answers generated from the profile data available on this page.
What company does Matthew Magee work for?
Matthew Magee works for Sage Rutty & Co., Inc.
What is Matthew Magee's role at Sage Rutty & Co., Inc?
Matthew Magee is listed as Relationship Management | Product Specialist | Asset Management | Trading | Investor Relations | Client Service | Sales at Sage Rutty & Co., Inc.
Where is Matthew Magee based?
Matthew Magee is based in New York, United States while working with Sage Rutty & Co., Inc.
What companies has Matthew Magee worked for?
Matthew Magee has worked for Sage Rutty & Co., Inc, Wiley Edge, Self-Employed, Morgan Stanley, and J.P. Morgan.
How can I contact Matthew Magee?
You can use AeroLeads to view verified contact signals for Matthew Magee at Sage Rutty & Co., Inc, including work email, phone, and LinkedIn data when available.
What schools did Matthew Magee attend?
Matthew Magee holds Bs, Finance from State University Of New York At Oswego.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial