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A HISTORY OF PROGRESS

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

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 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

History


THE YEAR
THE WORLD
William G. Whitney founds Whitney & Company
1975
First blockbuster movie, Jaws, is released
Volkswagen introduces the Golf, its new Front-Wheel-drive economy car
1980
Apple Launches its IPO December 12.
1986
Microsoft Launches its IPO March 13.August 26.
Bill Shaheen joins the firm.
1993
The World Wide Web is born at CERN.
Bill Shaheen becomes Ceo. There are three employees at the firm.
1995
Microsoft Founder Bill Gates becomes richest man in world
1997
Amazon launches its IPO on May 15.
1999
The Dow Jones Industrial Average closes above 10,000 for the first time on March 29.
2002
3G cellular networks launched in U.S.
Suzanne Margerum joins Whitney & Company.
2005
Hurricane Katrina devastates New Orleans
2007
Apple CEO Steve Jobs announces launch of the iPhone on January 9
Bill Bennett joins Whitney & Company
2008
Berkshire Hathaway CEO Warren Buffett becomes richest man in world.
Billy Shaheen joins Whitney & Company.
2012
Facebook launches IPO on May 18
2014
S&P 500 closes above 2000 for first time August 26
Chris Radigan joins Whitney & Company.
Lisa Schmidt joins Whitney & Company.
2015
NASA finds water on Mars.
First World Climate Accord.
Danielle Shaheen joins Whitney & Company
2016
Queen Elizabeth turns 90.
Michael Phelps crushes the Olympics with 6 gold medal wins.
Adam Magee joins Whitney & Company.
Robert Pickels joins Whitney & Company.
2017
Amazon founder Jeff Bezos becomes richest man in world. Dow Jones Industrial Average closes above 20,000 January 25.
Catie Arnold joins Whitney & Company.
2019
Notre-Dame burns
US Women’s Soccer team wins the Women’s World Cup
Bill Moore joins Whitney & Company
2020
Whitney & Company assets under management increase 3,125% from 1995 to 2020. Firm now employs 13.


Community

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