Founded in 1975, Whitney & Company is a Rochester-based Independent Registered Investment Advisor (RIA) built on long-term client relationships. Our strictly fee-based model frees us from the pressure of product sales, so the only thing driving our advice is our pure commitment to you. Everything we do springs from a genuine caring for our clients. Although we primarily provide investment management services, our holistic approach to clients’ financial lives also covers retirement planning, Social Security maximization, Medicare options, estate planning, insurance evaluation, and other financial situations that arise.
Meet Our Team
Mature. Steady. Reassuring. When you sit down at the table with us, you’re in the company of a team that has a combined 125 years’ experience. Our professionals carry today’s most trusted credentials (including CFA®, CFP™, CPA, and MBA). And each knows how to make the landscape clear for you.
William Shaheen, CPA President & CEO
Christopher Radigan Partner – Portfolio Manager
Robert Pickels, CFA ® Partner - Chief Investment Officer
William Bennett Senior VP – Portfolio Manager
Billy Shaheen Partner – Business Development
Adam Magee CFP™ Senior VP – Financial Planning
William “Bill” Moore, CFA® Senior VP – Portfolio Manager
Danielle Shaheen Operations and Compliance Officer
Catie Arnold, CFP™ VP — Financial Planner
Suzanne Margerum Senior VP – Operations
Ivette Shaheen Office and HR Manager
Lisa Schmidt Office Assistant
William G. Whitney founds Whitney & Company
First blockbuster movie, Jaws, is released
Volkswagen introduces the Golf, its new Front-Wheel-drive economy car
Apple Launches its IPO December 12.
Microsoft Launches its IPO March 13.August 26.
Bill Shaheen joins the firm.
The World Wide Web is born at CERN.
Bill Shaheen becomes President & Ceo. There are three employees at the firm.
Microsoft Founder Bill Gates becomes richest man in world
Amazon launches its IPO on May 15.
The Dow Jones Industrial Average closes above 10,000 for the first time on March 29.
3G cellular networks launched in U.S.
Suzanne Margerum joins Whitney & Company.
Hurricane Katrina devastates New Orleans
Apple CEO Steve Jobs announces launch of the iPhone on January 9
Bill Bennett joins Whitney & Company
Berkshire Hathaway CEO Warren Buffett becomes richest man in world.
Billy Shaheen joins Whitney & Company.
Facebook launches IPO on May 18
S&P 500 closes above 2000 for first time August 26
Chris Radigan joins Whitney & Company.
Lisa Schmidt joins Whitney & Company.
NASA finds water on Mars.
First World Climate Accord.
Danielle Shaheen joins Whitney & Company
Queen Elizabeth turns 90.
Michael Phelps crushes the Olympics with 6 gold medal wins.
Adam Magee joins Whitney & Company.
Robert Pickels joins Whitney & Company.
Amazon founder Jeff Bezos becomes richest man in world. Dow Jones Industrial Average closes above 20,000 January 25.
Catie Arnold joins Whitney & Company.
US Women’s Soccer team wins the Women’s World Cup
Bill Moore joins Whitney & Company
Whitney & Company assets under management increase 3,125% from 1995 to 2020. Firm now employs 13.
A fun look at what Whitney & Company team members support / enjoy in the community