Longford Wealth Management
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Brian J. Ward, CFA

Founder, Senior Partner

  • 30 Years of Experience

Prior to founding Longford Wealth Management, Brian was Managing Partner and Head of Advisor Services at Chartwell Investment Partners. As a member of Chartwell's Executive Committee, he directed all aspects of the firm's Intermediary Business. His previous experience includes senior roles as Executive Director at UBS, where he served as Director of Institutional Investment Consulting and Senior Vice President at Morgan Stanley where he served as Divisional Sales Director. Brian started his investment career at Morgan Stanley as a Technical Analyst providing expertise in asset allocation, investment selection and performance reporting. He holds the Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designations and is a member of the CFA Institute and the CFA Society of Philadelphia.

Education

  • B.S. in Business Administration from the University of Delaware
  • MBA in Finance from the University of Delaware
  • Investment Advisor Registered
  • FINRA Series 7, 63
  • Chartered Financial Analyst™ (CFA)
  • Certified Investment Management Analyst™ (CIMA)

Michael P. Magee

Founder, Senior Partner

  • 37 Years of Experience

Prior to founding Longford Wealth Management, Mike served as the Chief Operating Officer (“COO”) for Chartwell Investments for 11 years. In the capacity of COO, Mike was responsible for overseeing all of Chartwell's business operations. He also serves as a member of the Executive, Brokerage and Compliance/Risk Committees. Additionally, he established and served as Executive Vice President to the Chartwell Family of Mutual Funds. Prior to Chartwell's acquisition of the company, Mike was Chief Operating Officer at the Killen Group. Throughout his time with both Chartwell and The Killen Group, Mike serviced the Individually Managed Accounts business, helping individuals, families and foundations achieve their financial goals. Earlier in his career, he was employed by Legg Mason/ClearBridge Investments as a Managing Director - Head of Business Management, where he was responsible for Institutional Sales, Marketing and Client Relations. Mike also held senior positions at Citigroup Asset Management, Oppenheimer Funds and Prudential Investments.

Education

  • B.S. in Business Economics from S.U.N.Y. College at Oneonta
  • MBA from Manhattan College
  • M.S. in Information Systems/Financial Services from Stevens Institute of Technology
  • Certificate in Financial Planning from New York University
  • Investment Advisor Registered
  • FINRA Series 7, 63, 65

Supporting Team

Ron Madey, CFA

Chief Investment Officer

Ken Kideckel, CFA, CFP

Portfolio Manager

Jim Krause

Chief Compliance Officer

Shantese Smithers-Alexander

Marketing Director

Colton Kielman

Client Service Specialist

Longford Wealth Management

Senior Partners

Brian Ward:

(302) 562-7960

111 W. Main Street, Suite 200, Middletown, DE 19709

Mike Magee:

(908) 547-9007

350 Springfield Avenue, Suite 200 Summit, NJ 07901

Investment advisory services are offered by Wealthcare Advisory Partners LLC dba Longford Wealth Management.

Wealthcare Advisory Partners LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.

Longford Wealth Management and Wealthcare Advisory Partners LLC are not affiliated.

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