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This profile was last updated on 4/6/14  and contains information from public web pages and contributions from the ZoomInfo community.

Ms. Stephanie Whiston

Wrong Stephanie Whiston?

Founder and President

Phone: (877) ***-****  HQ Phone
Email: s***@***.com
Whiston Asset Management Group Inc
1382 Third Ave . Suite #398
New York City, New York 10021
United States

Company Description: We are in the business of offering long-term savings solutions and diversified retirement income products. A company that can manage each clients risk tolerance by...   more
Background

Employment History

  • FINRA Registered Principal
    Whiston Advisors
  • FINRARegistered Principal
    Whiston Advisors
  • Senior Vice President
    Asset Management Group
  • Vice President and Portfolio Manager
    Oppenheimer & Co.
  • Vice President: Private Client Wealth Management
    Oppenheimer & Co.
  • Financial Planning Teacher
    Manhattan Marymount College

Board Memberships and Affiliations

  • Principal and Investment Officer and Senior Economic Advisor
    Whiston Asset Management Group Inc
  • Senior Economic Advisor
    Whiston Advisors
  • Treasurer
    Montauk Ladies Auxiliary
  • Member
    Montauk Ladies Auxiliary
  • Member
    Montauk Ladies Auxilary
  • Board Member
    European American Chamber of Commerce

Education

  • Bachelors degree , International Finance and Economics
    New York University
  • Master , International Finance and Economics
    New York University
  • Fordham Law School
Web References
Principal Biography
whistonadvisors.com, 6 April 2014 [cached]
Ms. Whiston, is the Founder and President of Whiston Asset Management Group, a RIA. She also serves as the Senior Economic Advisor for Whiston Advisors, an independent Insurance services firm. Stephanie Whiston is the firm's FINRARegistered Principal.
Since 1979, Ms. Whiston has been in Private Wealth Manager for Individual, Custodian, Trust and Retirement Pension Plans at such prestigious firms as Bear Stearns, Smith Barney and Citigroup. Ms. Whiston joined Asset Management Group in 1997 as a Senior Vice President. Prior Ms. Whiston served as a Vice President and Portfolio Manager with Oppenheimer. Her 35 years in the industry includes extensive travel to over 50 countries throughout Europe, Africa, Asia, Pacific Rim and Latin America.
Ms. Whiston has assisted in teaching Finance classes at NYU, School of Business, lectured at the Graduate School at Trinity College in Dublin, as well as taught "Financial Planning" at Manhattan Marymount College.
Ms. Whiston is a community activist and has served on the Board of Directors for: European American Chamber of Commerce, as an Alternate Director for Ireland, East Manhattan Chamber of Commerce, & Project Children, Emerald Isle Immigration Center, Lenbrook Condominiums, 179 East 78 St Corp, Pelican Resort & Casino in St. Maarten DWI, She served as a member of the St Vincent de Ferrer Finance and Investment Committee in the NY Archdiocese. Ms. Whiston is a Treasurer of Montauk Ladies Auxiliary, and a supporter of Special Olympics. In 2013 Stephanie Founded the Marine Education Foundation LLC, established to share her passion for Underwater Photography. It is a Marine Life conservation project that promotes "Ocean Literacy". Her exploration of the seas and promoting education and conservation has earned her prestigious membership in The Explorers Club.
Ms. Whiston was selected by the Congressional Committee Business Advisory Council as the "2003 Businesswoman of the Year. and as an Honorary Chairman for 2004.
A native of Ireland, Ms. Whiston received a Master's and Bachelors degree in International Finance and Economics from New York University and Associates in Business Administration at NCC. She completed her post graduate studies at the Center on European Community Law and International Antitrust at Fordham Law School.
Ms. Whiston is licensed Series 7, 26, 63, 65 and Life and Health, and has completed Certification as a Senior Advisor.
Principal Biography
www.whistonadvisors.com, 24 Sept 2008 [cached]
Stephanie C. Whiston, Senior Economic Advisor
Ms. Whiston, is the President of Whiston Asset Management Group, and serves as the Senior Economic Advisor for Whiston Advisors, and is the firm's Registered Principal.
Since 1979, Ms. Whiston has managed Custodian, Trust and Retirement Plans at such prestigious firms as Bear Stearns, Smith Barney and Citicorp, NA Ms. Whiston joined Asset Management Group in 1997 as a Senior Vice President.Prior to joining Asset Management she served as a Vice President and Portfolio Manager with Oppenheimer.Her 26 years in the industry includes extensive travel to over 27 countries throughout Europe, Africa, Asia, the Pacific Rim and Latin America.
Ms. Whiston has taught Finance classes at NYU, School of Business, and the Graduate School at Trinity College in Dublin, and taught "Financial Planning" at the Manhattan Marymount College.
Ms. Whiston is a community activist and has served on the Board of Directors for the European American Chamber of Commerce, alt.Dir. for Ireland, East Manhattan Chamber of Commerce, Project Children, Emerald Isle Immigration Center, Lenbrook Condominiums, 179 East 78 St Corp, and Pelican Resort and Casino in St. Maarten, DWI, and served as a member of the St Vincent de Ferrer Finance and Investment Committee in the NY Archdiocese.Ms. Whiston was selected by the NR Congressional Committee Business Advisory Council as the "2003 Businesswoman of the Year."and is an Honorary Chairman for 2004.
A native of Ireland, Ms. Whiston recieved a Master's and Bachelors degree from New York University and Associates in Business Administration at NCC.She completed her post graduate studies at the Center on European Community Law and International Antitrust at Fordham Law.
Ms. Whiston is licensed Series 7,26,63, 65 and Fla., TX, CO & NYS Life and Health, and is a Certified Senior Advisor.
Stephanie C. ...
whistonadvisors.com [cached]
Stephanie C. Whiston Principal & Senior Economic Advisor
Member Links
www.iccusa.org, 1 Oct 2003 [cached]
Stephanie C. WhistonAsset Management Services
Letter from the President
www.whistonadvisors.com, 12 Dec 2007 [cached]
Stephanie C. WhistonPrincipal & Sr. Economic AdvisorWhiston Asset Management Group Registered Investment Advisors
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