The Firm
Independent since 1975
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.
Independent RIA
No parent brand, no fund family, no proprietary products to push.
Strictly Fee-Based
Compensated for advice and management, never for a commission.
Credentialed Team
CFA®, CFP®, CPA, and MBA professionals under one roof.
Holistic Approach
Retirement, Social Security, Medicare, estate, insurance, all considered.
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, and each knows how to make the landscape clear for you.
- Team members
- 16Team members
- Combined years of experience
- 125+Combined years of experience
- Credential families: CFA®, CFP®, CPA, MBA
- 4Credential families: CFA®, CFP®, CPA, MBA
- Dedicated primary advisor for you
- 1Dedicated primary advisor for you
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.
Billy Shaheen
Partner – Business Development
Billy has grown up around this industry, and specifically Whitney & Company. He enjoys getting to know clients on a professional level and having a meaningful impact on their lives. Today, he has eight years of direct experience in the financial services industry, along with an extensive background in business start-ups, plus a lifetime of learning at his father's side (Bill Shaheen). That upbringing has made the financial services profession second nature for Billy and sharpened his instincts in a business he's grown to love. He's witnessed firsthand the evolution of the profession through the years, from an industry of money managers to one that requires a more holistic planning process and closer client relationships.
Christopher Radigan
Partner – Portfolio Manager
Christopher has more than 25 years of experience in the investment management industry including responsibilities in trading, equity research, portfolio management and relationship management. He was drawn to Whitney & Company in part because of its structure, in which advisors are compensated not for selling products, but for giving sound advice and managing clients' money.
Robert Pickels, CFA®
Partner – Chief Investment Officer
Rob grew up in upstate New York, dividing his time between academics, athletics and outdoor activities. As someone who is both competitive and curious, Rob was drawn to financial markets and the challenge of investing at an early age. He graduated from Hamilton College with a BA in Economics and moved to New York City to pursue an investment career.
Adam Magee, CFP®
Partner – Director of Wealth Planning
Adam has more than 20 years of experience in the investment management industry with responsibilities ranging from wealth planning, research, and portfolio management to compliance and practice management. He earned the CFP® shortly after starting his career and eventually transitioned to a practice management role overseeing operations while maintaining wealth planning responsibilities. While he enjoyed the teamwork and focus on company growth, utilizing technology and implementing processes to enhance company efficiency, and practice management, Adam felt something was missing. After a short stint in the practice management roles, he joined Whitney & Company in 2017 where he is leading the firms' financial planning efforts. Joining Whitney & Company filled the void he was feeling and allowed him to get back to his planning roots at a firm with a high standard for client care that matches his own. Adam is motivated by helping individuals and families create the financial strategies that best suit their unique lifestyle, work-life, and family life. He and fellow planners strive to make client's financial pictures clear and uncomplicated so they, and their family, can live their best life.
William “Bill” Moore, CFA®
Partner - Portfolio Manager
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.
Alex Gurevich, CFA®
Portfolio Manager
A Chartered Financial Analyst (CFA®) with 20 years of experience in the investment management industry, Alex enjoys investing because it provides a constant opportunity to learn about companies, industries, markets, and the broader economy.
Jeff Braverman
Senior Vice President
Jeff Braverman has dedicated nearly three decades to helping clients achieve their financial goals through disciplined investment management and thoughtful planning. He began his career at Steven Charles Capital (SCC), the firm founded by his father, Steven Braverman, in 1986. After graduating cum laude from Colgate University in 1996 with a B.A. in Economics, Jeff joined SCC as a Research Associate, where he developed a strong foundation in portfolio analysis and market research.
William Bennett
Portfolio Manager
Bill has more than 27 years of experience in the Financial Advisory, Planning, and Asset Management business. He was drawn to Whitney & Company in part because the firm's business model as an RIA, whose independence and non-product bias brings significant benefits to clients. Bill also relates to the firm's deep sense of responsibility to clients, he relishes getting to know every facet of their lives and being there for them in their moments of greatest need. Bill also enjoys staying connected to his clients on a more personal level, offering them context and insight that puts their minds at ease, especially during times of challenging markets.
Danielle Shaheen
Director of Operations
While Danielle formally joined Whitney & Company in 2016, her experience with the firm dates back to high school. She would come into the office on weekends then, and do a variety of tasks to help her father, Bill Shaheen. As a young adult, she ventured off into the legal profession as a court stenographer before she found her way back. And that experience in another field has served her well.
Ivette Shaheen
Office and HR Manager
Like many in the Shaheen family, Ivette was drawn to Whitney & Company work life by virtue of her home life with her husband, Bill. She's supported the firm for more than 25 years, and says it helps that she and Bill make a good team both at home and at work.
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.
Sarah Stymus
VP – Financial Planning
Sarah Stymus brings over 18 years of diversified experience in the financial industry to her role at Whitney & Company. Since embarking on her career in 2006, Sarah has honed her expertise across various domains, including lending, banking, client services, and investment management.
Suzanne Margerum
Client Services
Suzanne joined Whitney & Company in 2005 and has been a steady presence for clients ever since, supporting the day-to-day service that keeps every relationship running smoothly.
Kelly Fregger
Client Services
Kelly Fregger brings a people-first approach to Whitney & Company, shaped by more than 16 years in the hospitality industry and 14 years of experience in spa management. She earned her B.S. in Hospitality and Hotel Management from Niagara University and spent much of her career with Marriott, where she developed a deep appreciation for service, relationship-building, and creating memorable experiences.
History
Five decades, side by side with our clients
Milestones at the firm, set against the world that shaped them.
By the numbers
3,125%
Growth in assets under management from 1995 to 2020.
Then and now
3 → 16
Employees in 1995 compared with the team today.
“Helping people get through their financial life without worry by helping them to be successful.”
William Shaheen, CPA, President & CEO
1975 – 2025
Community
As one becomes successful, you give back.
Giving back is woven into how this firm was raised. Our people serve on boards, coach teams, run in support of causes, and show up for the organizations that make Rochester what it is.
Our team’s service has included The Aquinas Institute, Heritage Christian Services, the Episcopal Senior Living Foundation, Special Olympics softball and basketball, Camp Good Days and Special Times, ABVI, Cure Childhood Cancer, St. Jude’s Children’s Research Hospital, the Bristol Mountain Race Club, school budget advisory committees, and student-managed investment funds at local colleges.