Whitney & Company
Whitney & Company is a Rochester based Independent Registered Investment Advisor (RIA) built on long-term 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 the client. Everything we do springs from a genuine caring for our clients.
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Verified contacts
12
available on Kipplo
LinkedIn employees
24
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
0
tools in use
Monthly traffic
58
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- AM
Adam Magee
Partner- Director of Wealth Planning · Other
EmailPhone - CR
Chris Radigan
Partner & Portfolio Manager · Finance & Accounting
EmailPhone - AC
Alicia Carter
Client Services & Operations · Customer/Client Service
EmailPhone - AS
Anne Semel
Executive Office & Client Relations Associate · Other
EmailPhone - WS
William Shaheen
Partner - Business Development · Other
EmailPhone
Showing 5 of 12 verified contacts
Top roles at Whitney & Company
11 distinct titles indexed · top 10 shown.
- 2partner & portfolio manager
- 1&,
- 1client services & operations
- 1executive office & client relations associate
- 1maintenance supervisor at whitney & company
- 1partner - business development
- 1partner- director of wealth planning
- 1senior vice president and portfolio manager
- 1sr vice president
- 1vice president of financial planning
- +1more titles
Sign up to unlock all 12 contacts at Whitney & Company
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 12 verified contacts at Whitney & Company
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