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A HISTORY OF PROGRESS

As the world has changed around us, Whitney & Company has evolved, too.

A HISTORY OF PROGRESS

As the world has changed around us, Whitney & Company has evolved, too.

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The Firm

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

Portfolio Manager

Billy Shaheen

Partner – Business Development

Adam Magee CFP®

Partner – Director of Wealth Planning

William “Bill” Moore, CFA®

Portfolio Manager

Danielle Shaheen

Director of Operations

Catie Arnold, CFP®

VP – Financial Planner

Suzanne Margerum

Client Services

Ivette Shaheen

Office and HR Manager

Lisa Schmidt

Office Assistant

Alicia Carter

Client Services

History

Community

A fun look at what Whitney & Company  team members support / enjoy in the community

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William Shaheen, CPA

President & CEO

One Christmas when Bill was a boy, his stepfather gave him and his siblings an unusual gift: stock in Genesee Brewery. Bill was intrigued. And the rest is history. Today, he has more than 30 years of top management experience including SEC reporting, annual report preparation, financial statement preparation and analysis, tax preparation, corporate controllership, management of operating and capital budgets totaling more than $200 million, budgeting, and management consulting.

His time at Whitney & Company began in 1993, and he took the reins of the firm in 1995 from founder Bill Whitney. Since then, he’s grown the firm with one guiding principle: Helping people get through their financial life without worry by helping them to be successful. Bill believes deeply in always doing what is best for the client, irrespective of how it affects the firm.

Bill also believes it’s important, as one becomes successful, to give back to help other people be successful. That’s why he’s served the community in numerous ways through the years, including on the Boards of The Aquinas Institute and Heritage Christian Services. He is currently the Chairman of the Episcopal Senior Living Foundation and a member of the Aquinas Institute Hall of Fame.

A St. John Fisher College graduate who holds a B.S. in accounting, Bill has completed the Executive Development Program at Rochester Institute of Technology. He’s a member of the New York State Society of CPAs and the American Institute of CPAs.

He enjoys spending time with family—including his wife of 36 years, boating on Canandaigua Lake, golfing, and, of course, reading up on financial news.

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®

Partner - Director of Wealth Planning

William “Bill” Moore, CFA®

Senior VP – Portfolio Manager

Danielle Shaheen

Director of Operations

Catie Arnold, CFP®

VP - Financial Planner

Ivette Shaheen

Office and HR Manager

Lisa Schmidt

Office Assistant

Alicia Carter

Client Services

True professionalism and real caring are values Alicia holds dear, which is why she’s found an ideal professional home right here. Alicia has worked in the financial profession since 2017. Prior to joining Whitney & Company in 2021, she helped a startup financial services firm build out their CRM and other operational systems from the ground up, as the firm grew to $250 million in AUM and nine employees in two-and-a-half years.
Her enthusiasm for creating valuable processes is vital in the financial services business. But it was in the manufacturing industry where Alicia’s passion for process improvement and documentation first began to flourish. In her 15 years in that industry, she found fulfillment in seeing how internal processes could have a direct impact on customer service and leadership. Alicia later discovered the relevance of her skills to the financial services business, where building relationships with clients is crucial. Particularly at a client-focused firm like Whitney & Company.
At Whitney & Company, Alicia is a key part of our Operations Group and works most closely with colleagues—and occasionally with clients—to help everyone navigate different processes involved in our relationships with one another. Improving processes makes our work more efficient, so we can serve clients better.
Outside of work, Alicia and her husband enjoy travel, including road trips around the U.S. and visits to Iceland and Newfoundland and Labrador, Canada. She is also an accomplished runner, having completed multiple half marathons. Alicia holds a B.S. in organizational management from Keuka College.