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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-15-2001
- Office Locations
- 1
Office Locations
About Whitney & Company
Rochester, NYbased Whitney & Company is an RIA providing investment management and wealth planning, including financial, tax, estate and retirement planning plus insurance/risk management. Portfolios emphasize diversified asset allocation with a strong ETF focus, complemented by mutual funds and fixed income. The firm publishes regular market commentary and quarterly letters from CIO Robert F. Pickels, CFA.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM GERARD SHAHEEN
Chief Executive Officer, President
- CRD
- #4446365
- Ownership
- 50% but less than 75%
Adam N. Magee
Director, PARTNER
- CRD
- #6628600
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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WILLIAM EDWARD BENNETT
Portfolio Manager
- CRD
- #2363955
JEFFREY EVAN BRAVERMAN
--
- CRD
- #5785012
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,490,490,730 | $790,711 |
| Non-Discretionary | $0 | -- |
| Total | $1,490,490,730 | $790,711 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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