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
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".
exploration of the seas and promoting education and conservation has earned her
prestigious membership in The Explorers Club
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.
is licensed Series 7, 26, 63, 65 and Life and Health, and has completed Certification as a Senior Advisor.