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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 focuses on reliable asset growth and capital preservation. The firm offers long-term investment solutions and diversified retirement income products. They use independent research, select the best managers, and use the latest technology. Whiston Asset Management follows a clear-cut, streamlined flexible structure for decision-making. | Directeur Général | 01/10/1999 |
Anciens postes connus de Stephanie Carmel Whiston
| Sociétés | Poste | Fin |
|---|---|---|
Oppenheimer Asset Management, Inc.
 Oppenheimer Asset Management, Inc. Investment ManagersFinance OAM uses a third-party risk model providers and an attribution to examine portfolio characteristics and risk exposure of a manager’s historical portfolio holdings. The firm focuses both on active portfolio management that utilizes both a top-down/bottom-up style emphasizing security selection and value investing. | Gestionnaire de Portefeuille-Actions | 31/12/1996 |
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services | Corporate Officer/Principal | - |
Smith Barney Asset Management
 Smith Barney Asset Management Investment ManagersFinance Provides investment services | Gestionnaire de Portefeuille-Actions | 31/12/1992 |
Citicorp, Inc.
 Citicorp, Inc. Regional BanksFinance Operates as a bank holding company whose subsidiaries provides banking services | Corporate Officer/Principal | - |
DWI Holdings, Inc.
 DWI Holdings, Inc. Wholesale DistributorsDistribution Services Distributes home textile products | Corporate Officer/Principal | - |
Formation de Stephanie Carmel Whiston
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
11
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 11 |
|---|---|
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services | Finance |
Citicorp, Inc.
Citicorp, Inc. Regional BanksFinance Operates as a bank holding company whose subsidiaries provides banking services | Finance |
Oppenheimer Asset Management, Inc.
Oppenheimer Asset Management, Inc. Investment ManagersFinance OAM uses a third-party risk model providers and an attribution to examine portfolio characteristics and risk exposure of a manager’s historical portfolio holdings. The firm focuses both on active portfolio management that utilizes both a top-down/bottom-up style emphasizing security selection and value investing. | Finance |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
Asset Management Group LLC
 Asset Management Group LLC Investment ManagersFinance For AMG's The Original Investment Guarantee Fund, the firm seeks returns with investments in privately held companies that they deem as having excellent growth potential with a definitive exit strategy. Along with venture capital and acquisition activities, they also utilize active stock picking, with the aim of producing absolute returns, through exposure to undervalued, high quality companies on the long side and over-priced or poorly managed companies on the short side. The goal of AMG's Strategic Preservation & Growth hedge fund is to provide a high quality and balanced investment vehicle to a wide spectrum of clients. The firm buys long, sells short, invests in income bearing securities and utilizes hedging strategies. AMG also engages in option strategies, invests in venture capital, buys distressed assets and invests in real estate holdings and private placements. | Finance |
Whiston Asset Management Group, Inc.
Whiston Asset Management Group, Inc. Investment ManagersFinance Whiston Asset Management focuses on reliable asset growth and capital preservation. The firm offers long-term investment solutions and diversified retirement income products. They use independent research, select the best managers, and use the latest technology. Whiston Asset Management follows a clear-cut, streamlined flexible structure for decision-making. | Finance |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Manhattan Chamber of Commerce, Inc.
 Manhattan Chamber of Commerce, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a membership organization for business associations | Commercial Services |
DWI Holdings, Inc.
DWI Holdings, Inc. Wholesale DistributorsDistribution Services Distributes home textile products | Distribution Services |
European American Chamber of Commerce (Cincinnati)
 European American Chamber of Commerce (Cincinnati) Miscellaneous Commercial ServicesCommercial Services Chamber of Commerce | Commercial Services |
