Brooks Harper McGee
Investment Committee Member at Icon Wealth Advisors LLC
Profile
Mr. Brooks H.
McGee is a Managing Partner at Icon Wealth Advisors LLC.
He serves on the firm’s Investment Committee.
Mr. McGee background in accounting, banking, family office, and wealth management has provided him a strong foundation working with high-net-worth individuals and their families.
He provided investment advice to individuals and families for 8 years as Managing Director and Client Advisor at Avalon Advisors.
Between 2000 and 2012, he ran the Family Office for a Houston family managing their various family interests.
From 1980 to 2000 he was a senior banking officer working with Houston based banks, focusing on middle market privately held businesses and their owners.
He earned a Bachelor’s degree in Accounting from Baylor University in 1979.
Brooks Harper McGee active positions
| Companies | Position | Start |
|---|---|---|
Icon Wealth Advisors LLC
 Icon Wealth Advisors LLC Investment ManagersFinance Founded in 2022, Icon Wealth Advisors LLC is a part of Focus Financial Partners, Inc. that provides investment advice. The company is based in Houston, TX. | Investment Committee Member | 2022-07-31 |
Former positions of Brooks Harper McGee
| Companies | Position | End |
|---|---|---|
Icon Wealth Partners LLC
 Icon Wealth Partners LLC Investment ManagersFinance Icon Wealth Partners LLC (Icon) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Mark McAdams, Blake Pratz and Steve Schwarzbach in 2016. They are owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Icon provides comprehensive wealth management and financial advice to a select group of business owners and executives, high-net-worth families and entrepreneurs throughout the country. | Investment Committee Member | 2022-10-04 |
Avalon Advisors LLC
 Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | President | - |
Training of Brooks Harper McGee
| Baylor University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Finance |
Icon Wealth Partners LLC
Icon Wealth Partners LLC Investment ManagersFinance Icon Wealth Partners LLC (Icon) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Mark McAdams, Blake Pratz and Steve Schwarzbach in 2016. They are owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Icon provides comprehensive wealth management and financial advice to a select group of business owners and executives, high-net-worth families and entrepreneurs throughout the country. | Finance |
Icon Wealth Advisors LLC
Icon Wealth Advisors LLC Investment ManagersFinance Founded in 2022, Icon Wealth Advisors LLC is a part of Focus Financial Partners, Inc. that provides investment advice. The company is based in Houston, TX. | Finance |
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