A Chartered Financial Analyst (CFA®) with 15 years of experience in equity research and portfolio management, Bill believes in sharing a common-sense explanation of investments with clients that goes beyond the numbers and valuations. It’s important to him to help clients have a fuller understanding of the hows and whys, while making them easy to understand. Bill spends a majority of his time developing investment ideas and managing the firm’s portfolio, while also cultivating new client relationships. He brings with him an inherent passion for the “game” he sees as core to his profession: The challenge of evaluating potential assets. Applying a disciplined approach. And encouraging confidence and calm among clients.

Bill joined Whitney & Company in 2020, drawn to the firm for its emphasis on client relationships and its holistic approach to financial planning. Prior to Whitney & Company, Bill most recently worked at Manning & Napier, where he was responsible for covering multiple sectors and industries and consistently identified and recommended investment ideas that performed well ahead of the benchmark.  He earned his BBA in Finance from St. Bonaventure University.

Outside of work, Bill, who returned to upstate New York from Tampa, Florida, to join the firm, enjoys family time and getting out to hike, bike, ski, and play basketball or soccer.

Office Assistant

Perhaps more than anyone, Lisa is Whitney & Company’s voice, because hers is the first “hello” clients and the public often hear when they call the firm. She came here in 2015, and has more than 30 years of experience in data processing, human resources, and administrative services in sectors as diverse as healthcare, manufacturing, and financial services. Lisa covers a range of daily duties to make sure every detail of the workspace is attended to.

Outside of work, she enjoys hiking, bowling, and gardening. At home, she enjoys the company of her cat as she reads and watches movies, often mysteries and biographical films.