Stephanie C. Whiston

Founder and President at Whiston Asset Management Group Inc

Location:
445 Park Avenue 9Th Fl., New York City, New York, United States
Company:
Whiston Asset Management Group Inc
HQ Phone:
(212) 717-0557
Wrong Stephanie Whiston?

Last Updated 11/22/2017

General Information

Employment History

Sales Manager  - Citibank

Corporate Development  - Stephanie Whiston

Vice President: Private Client Wealth Management  - Oppenheimer & Co.

Education

Fordham Law School

Bachelors degree  - International Finance and Economics , New York University

Master's  - International Finance and Economics , New York University

Affiliations

Senior Vice President  - Asset Management Company

Finance Classes Teacher  - NYU Stern School of Business

Financial Planning Teacher  - Marsh & McLennan Companies

Member of the St Vincent De Ferrer Finance and Investment Committee  - NY Archdiocese

Treasurer  - Montauk Ladies Auxiliary

Financial Advisor  - Smith Barney , Inc.

Financial Advisor  - South Shore Federal

Financial Advisor  - Bear Stearns

Web References  

Principal Biography

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, Stepping Stones, 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 was Treasurer of Montauk Ladies Auxiliary, and a supporter of Special Olympics. In 2013 Stephanie Founded the Marine Education Foundation LLC, using "her artistry as an instrument of change", and 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 CSA Certification as a Senior Advisor.

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Principal Biography

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.

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Letter from President

Stephanie C. Whiston
Principal & Senior Economic Advisor

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