About Whitney & Company

 
portfollio-management-rochester-ny.jpg
 

Our History

Whitney & Company, located in the historic Hiram Sibley Building, is a Rochester based investment management firm serving clients across the country since 1975. Although primarily providing investment management services, the firm believes in a holistic approach to each client's financial needs. This encompasses, but is not limited to, planning for retirement, when to take social security, medicare options, estate planning, insurance evaluation and any other financial situations that arise. Whitney & Company is strictly fee based and does not sell any products so the firm is driven by it's fiduciary responsibility to each client.

 
 

Our Team

The professional team at Whitney & Company has over 125 years of combined experience across all areas of financial management. Members of the team have credentials such as CPA, CFA, CFP and MBA. The firm's focus is to provide each client with a personalized approach to achieving their financial goals.

Christopher M. Radigan
Senior VP - Portfolio Manager

William E. Bennett
Senior VP - Portfolio Manager

Robert Pickels, CFA®
Senior VP - Portfolio Manager

 

William A. Shaheen
Senior VP - Portfolio Manager

Adam Magee, CFP®
Senior VP - Financial Planning

Suzanne M. Margerum
Senior VP - Operations

Danielle M. Shaheen
Compliance Officer

 

Contact Us Today

Investing and Retirement are complex situations. Contact us today and let our team of professionals help you through this process.

best-financial-advisors-rochester-ny-bw.png