Whitney & Company

Adam Magee is a CFP® professional with four years of industry experience, currently serving as an advisor at Whitney & Company since 2017. Prior to this, he worked at LVW Advisors from 2015 to 2017. Whitney & Company provides discretionary and non-discretionary portfolio management to individuals, pension and profit-sharing plans, and foundations or charities, tailoring portfolios to client objectives and risk tolerances. The firm emphasizes quality and liquidity in its investment approach, combining fundamental analysis, technical methods, and Modern Portfolio Theory, and has managed over $1.15 billion in assets.

Jeffrey Braverman is a financial advisor at Whitney & Company with a Series 65 credential and over 29 years of industry experience. He previously worked at Steven Charles Capital before joining Whitney & Company in 2025. Whitney & Company provides discretionary and non-discretionary portfolio management to individuals, pension plans, and foundations, managing over $1.15 billion in assets. The firm emphasizes quality and liquidity with a long-term investment approach informed by fundamental analysis, technical methods, and Modern Portfolio Theory.

Robert Pickels is a CFA® charterholder with 23 years of industry experience. He has been with Whitney & Company since 2017 and previously worked at Manning & Napier Advisors, LLC and Manning & Napier Investor Services, Inc. He is also an owner of a rental property unrelated to his investment activities. Whitney & Company provides discretionary and non-discretionary portfolio management to individuals, pension plans, and charitable organizations, focusing on quality and liquidity with a long-term investment approach supported by fundamental analysis and Modern Portfolio Theory.

William Bennett is an advisor at Whitney & Company in Rochester, NY, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with Whitney & Company since 2008. Whitney & Company provides discretionary and non-discretionary portfolio management to individuals, pension and profit-sharing plans, and foundations or charities. The firm manages over $1.15 billion in assets, focusing on quality and liquidity with a long-term investment approach that combines fundamental analysis, technical methods, and Modern Portfolio Theory.

William Moore is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Whitney & Company since 2020. Prior to this, he worked at Manning & Napier Advisors for 17 years. Whitney & Company provides discretionary and non-discretionary portfolio management to individuals, pension plans, and foundations, managing over $1.15 billion in assets. The firm emphasizes quality and liquidity in its investment approach, combining fundamental analysis, technical methods, and Modern Portfolio Theory while maintaining a diagnostic management consulting approach to corporate evaluation.

Sarah Stymus is a CFP® with 13 years of industry experience, currently serving as an advisor at Whitney & Company. Her prior experience includes roles at J.P. Morgan Securities and Sage, Rutty & Co., Inc. She holds Series 63 and Series 65 licenses. Whitney & Company provides discretionary and non-discretionary portfolio management to individuals, pension plans, and charitable organizations, managing over $1.15 billion in assets. The firm emphasizes quality and liquidity in its long-term investment approach, combining fundamental analysis with technical methods and Modern Portfolio Theory.