# Heather McGee

> Heather McGee is CEO, chief compliance officer, and a partner at Intentional Asset Management in New York, and executive director of the affiliated 17 Intentional Investment Institute. Her career spans political campaigns, investment operations, philanthropy, SOCAP business development, and impact measurement research at NYU.

- **Role:** Chief Executive Officer and Chief Compliance Officer at Intentional Asset Management
- **Organizations:** Intentional Asset Management, 17 Asset Management, 17 Intentional Investment Institute, SOCAP Global / Good Capital Project, Pershing Square Foundation, Ramius Alternative Solutions
- **Education:** BS in Political Science; minor in Campaign Management, University of Utah, MPA in Social Impact, Innovation, and Investment, New York University, Robert F. Wagner Graduate School of Public Service
- **Known for:** Recipient of the Jo Ivy Boufford Award in Social Innovation, as listed in her professional brochure., Participated in the Unetrics IM+M impact measurement application project at NYU., Helped forge the PeaceTech partnership with the University for Peace’s New York initiative.

## Career timeline

- **Before New York finance career** — Worked in state politics, the legislature, political campaign management, and candidate fundraising.
- **Early finance career** — Worked in operations at Ramius Alternative Solutions.
- **2016-2017** — Program Associate at the Pershing Square Foundation (May 2016-December 2017).
- **2018-2019** — Supported business development for SOCAP Global’s Good Capital Project (February 2018-September 2019).
- **2019** — Participated in NYU’s January Startup Sprint with the Unetrics IM+M team and completed her MPA.
- **2019** — Joined 17 Asset Management in September, serving as chief operating officer before becoming CEO.
- **2022** — Helped launch Intentional Funds with John Morris, according to her adviser registration report.
- **2024** — Promoted to CEO of 17 AM, according to the current organizational biography.
- **2025** — Passed Series 65 on January 9; IAM formally launched as a dedicated wealth and asset management firm.

## Achievements

- Recipient of the Jo Ivy Boufford Award in Social Innovation, as listed in her professional brochure.
- Participated in the Unetrics IM+M impact measurement application project at NYU.
- Helped forge the PeaceTech partnership with the University for Peace’s New York initiative.
- Leads the affiliated investment institute and oversees its global fellowship program.

## Latest updates

- **2026-02** — Shared a post about a February 17 New York gathering on mobilizing intentional capital for the Caribbean and invited participants to future events.
- **2025-12** — New York investment adviser representative registration approved December 1, according to IAPD.
- **2025-03** — Appeared on Bold Encounters in an interview about financial decisions, restructuring, and business pivots.

## Links

- Website: https://intentionalam.com/heather-mcgee
- LinkedIn: https://www.linkedin.com/in/heather-mcgeee

---

Profile page: https://yespress.io/heather-mcgee
Published by YesPress — https://yespress.io
Last updated: 2026-10-10