Stephanie Carmel Whiston
Directeur Général chez Whiston Asset Management Group, Inc.
Profil
Ms. Stephanie C.
Whiston is a Founder & Principal at Whiston Asset Management Group, Inc. She is also serves as the Senior Economic Advisor for Whiston Global Advisors, an independent Insurance services and consulting firm.
She has been the firm's Registered Principal since 1999.
Since 1979, Ms. Whiston has been in Private Wealth Manager for Individual, Custodian, Trust and Retirement Pension Plans at such prestigious firms where she served as Vice President at Oppenheimer, Bear Stearns, Smith Barney and Citigroup.
Ms. Whiston joined Asset Management Group , in 1997 as Chief Economist and President.
Her 40 years in the industry includes extensive travel to over 50 countries working throughout Europe, Africa, Asia, Pacific Rim and Latin America.
Ms. Whiston received a Master's and Bachelors degree in International Finance and Economics from New York University and an Associates in Business Administration at NCC.
She also completed her post graduate studies at the Center on European Community Law and International Antitrust at Fordham Law School.
Postes actifs de Stephanie Carmel Whiston
| Sociétés | Poste | Début |
|---|---|---|
Whiston Asset Management Group, Inc.
 Whiston Asset Management Group, Inc. Investment ManagersFinance Whiston Asset Management Group, Inc. (Whiston Asset Management) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1997 by Stephanie Whiston. Whiston Asset Management provides individuals and other types of clients with global wealth management services. | Directeur Général | 01/01/1997 |
Anciens postes connus de Stephanie Carmel Whiston
| Sociétés | Poste | Fin |
|---|---|---|
Oppenheimer Asset Management, Inc.
 Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Gestionnaire de Portefeuille-Actions | 31/12/1996 |
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Corporate Officer/Principal | - |
| Smith Barney Asset Management | Gestionnaire de Portefeuille-Actions | 31/12/1992 |
Citicorp, Inc.
 Citicorp, Inc. Regional BanksFinance Citicorp, Inc. operates as a bank holding company. The firm through its subsidiaries provides banking, lending, insurance, investment, and commercial banking services. The company was founded in 1967 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
DWI Holdings, Inc.
 DWI Holdings, Inc. Wholesale DistributorsDistribution Services DWI Holdings, Inc. distributes home textile products. Its products include sheets, pillowcases, duvet covers, bed skirts, pillow shams and decorative pillows. The company is headquartered in New York, NY. | Corporate Officer/Principal | - |
Formation de Stephanie Carmel Whiston
| New York University | Graduate Degree |
| Fordham University | Graduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Whiston Asset Management Group, Inc.
Whiston Asset Management Group, Inc. Investment ManagersFinance Whiston Asset Management Group, Inc. (Whiston Asset Management) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1997 by Stephanie Whiston. Whiston Asset Management provides individuals and other types of clients with global wealth management services. | Finance |
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
Citicorp, Inc.
Citicorp, Inc. Regional BanksFinance Citicorp, Inc. operates as a bank holding company. The firm through its subsidiaries provides banking, lending, insurance, investment, and commercial banking services. The company was founded in 1967 and is headquartered in New York, NY. | Finance |
Asset Management Group LLC
 Asset Management Group LLC Investment ManagersFinance Asset Management Group LLC (AMG) is a Fort Lauderdale, Florida-based hedge fund manager. | Finance |
Oppenheimer Asset Management, Inc.
Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Finance |
| Smith Barney Asset Management | Finance |
European American Chamber of Commerce (Cincinnati)
 European American Chamber of Commerce (Cincinnati) Miscellaneous Commercial ServicesCommercial Services The European American Chamber of Commerce in Cincinnati is a Chamber of Commerce. The location of the non-profit company is not specified in the provided metadata. | Commercial Services |
Manhattan Chamber of Commerce, Inc.
 Manhattan Chamber of Commerce, Inc. Miscellaneous Commercial ServicesCommercial Services Manhattan Chamber of Commerce, Inc. operates as a membership organization for business associations. It offers business referral groups, chamber on-the-go, and export documents. The company was founded in 1920 and is headquartered in New York, NY. | Commercial Services |
DWI Holdings, Inc.
DWI Holdings, Inc. Wholesale DistributorsDistribution Services DWI Holdings, Inc. distributes home textile products. Its products include sheets, pillowcases, duvet covers, bed skirts, pillow shams and decorative pillows. The company is headquartered in New York, NY. | Distribution Services |
