Advisors at this firm
Amy R
Series 63, Series 65, Series 66
Pittsford, NY
RDG Capital Management LLC
Amy Ryan is a financial advisor at RDG Capital Management LLC with two years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to her current role, she worked at Cambridge Investment Research, Inc. and LPL Financial, LLC. Outside of advising, she owns MADE ESSENTIALS LLC, a business based in Pittsford, NY. RDG Capital Management LLC provides discretionary portfolio management and financial planning to high-net-worth individuals, institutions, and charitable organizations. The firm employs a long-term, core-and-satellite investment approach emphasizing low-cost, index-based funds and tax efficiency, and operates through formal subadvisory and professional affiliations.
Whitney B
Series 65
Pittsford, NY
RDG Capital Management LLC
Whitney Baniewicz is a financial advisor at RDG Capital Management LLC with a Series 65 designation and over a decade of experience, including fourteen years at RDG + Partners, CPA. She has been with RDG Capital Management since 2023. RDG Capital Management LLC provides discretionary portfolio management and financial planning services to high-net-worth individuals, institutional clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a long-term, core-and-satellite investment approach focused on low-cost, index-based ETFs and mutual funds, with complementary factor-based funds, bonds, and alternative investments, and operates through a formal subadvisory relationship with Armbruster Capital Management.
Kate K
Series 65
Pittsford, NY
RDG Capital Management LLC
Kate Kenney is a financial advisor at RDG Capital Management LLC with over a decade of industry experience. She holds the Series 65 designation and has previously worked at Anderson Kenney Associates LLC and ProNexus LLC. RDG Capital Management LLC provides discretionary portfolio management and financial planning services to high-net-worth individuals and various institutional and individual clients. The firm employs a long-term, core-and-satellite investment strategy emphasizing low-cost, index-based funds and maintains formal affiliations with accounting and insurance practices to coordinate client services.