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This profile was last updated on 5/16/2017 and contains contributions from the  Zoominfo Community.

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Wrong Stephanie Whiston?

Stephanie C. Whiston

Registered Principal

Whiston Asset Management Group Inc

HQ Phone:  (212) 717-0557

Email: s***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Background Information

Employment History

Senior Vice President

Asset Management Company


Sales Manager

Citibank


Corporate Development

Stephanie Whiston


Vice President: Private Client Wealth Management

Oppenheimer & Co.


Affiliations

NY Archdiocese

Member of the St Vincent De Ferrer Finance and Investment Committee


Montauk Ladies Auxiliary

Treasurer


Smith Barney , Inc.

Financial Advisor


South Shore Federal

Financial Advisor


Bear Stearns

Financial Advisor


Education

Fordham Law School


Bachelors degree

International Finance and Economics

New York University


Master's

International Finance and Economics

New York University


Web References(2 Total References)


Principal Biography

whistonadvisors.com [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 working 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 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 Councilas 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.


Member Links

www.iccusa.org [cached]

Stephanie C. WhistonAsset Management Services


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