Whiston Asset Management Group
Stephanie C Whiston
Chief Investment Officer.
Firm's Registered Principal since 1997.
Ms. Whiston has served as the firm's Registered Investment Advisor. Ms. Whiston built a successful career in the financial services industry that has spanned over 40 years. She completed her graduate studies at NYU, and completed post graduate studies at Fordham Law. Ms. Whiston has been the driving force of the intellectual property used for the Whiston Asset Managements managed proprietary model portfolio's for the firms high net worth individuals.
Prior to founding this Investment Advisory firm; from 1979 to 1997 Ms. Whiston worked in private wealth management for South Shore Federal Savings, Citibank,
Smith Barney, Bear Stearns and Oppenheimer.
*E. Corprew Reed, Investment Banking and Corporate Finance:
Mr. Corprew Reed joined the Whiston Asset Management Group Member of Advisory Committee in 2011. Mr. Reed is CEO and Founder of Perquimans and Kent Group. Mr. Corprew Reed is a Senior Director at Gao Fei. Prior to joining Gao Fei, he served as head of investment banking for a New York Stock Exchange member firm from 1997 to 2005, specializing in IPO and PIPE financing. He also spent six years in London advising European and Middle Eastern clients. He graduated from The Citadel, and did graduate work at NYU and Columbia business schools. Prior to working in finance, Mr. Reed served in the U.S. Army as a commissioned officer and was awarded the Bronze Star and several commendations.
*John "Jack" Regan
Built a successful career in the financial services industry that has spanned more than 35 years. He has comprehensive experience in both the fundamental and technical analysis of securities ranging from equity to fixed income to foreign currency products and derivatives. Since 2002, as managing principal, Mr. Regan has been the driving force behind Americal Investment Strategies, an advisory firm that creates investment portfolios for small institutions and high net worth individuals. Prior to founding this investment advisory firm, from 1993 – 2002, Mr. Regan worked as chief market strategist for Josepthal & Co., a 800-person equity research, trading and investment firm with offices in the US and Israel. Mr. Regan’s illustrious career has also included major leadership roles in LIT America Inc., and Dean Witter Reynolds, Inc. Mr. Regan has been featured on Bloomberg USA, Fox Network News, the Wall Street Journal, Barrons, the New York Times, and Business Week. Mr. Regan is a graduate of Harvard Business School and College of the Holy Cross.
*Ian W. MacLean , Esq
Trustees, Trust Beneficiaries, Asset Protection and Estate Planning
Ian MacLean is a trusts and estates attorney with nearly 20 years experience advising high net worth individuals on estate planning and asset protection, beneficiaries on their rights under wills and trusts, and executors and trustees on fulfilling their fiduciary duties and complying with applicable laws and regulations. Ian's client centered approach for planning, negotiation and litigation is based on each client's values and targeted to realize each client's goals. With prior experience at two major trust companies, Ian has a keen insight to the workings of corporate trustees that has translated into counsel on successful grantor-trustee-beneficairy relationships, a solid record as settlement counsel and effective litigation and negotiation strategies for both trustees and beneficiaries.
Attorney who represents clients in the New York area. Donald Novick is recognized by peers and was selected to Super Lawyers for 2012 - 2019. This selection is based off of an evaluation of 12 indicators including peer recognition and professional achievement in legal practice. Donald Novick chose to pursue a career in law after completing undergraduate studies. He attended Fordham University School of Law and graduated in 1977. Donald Novick passed the bar exam and was admitted to legal practice in 1978.
He represents clients with Estate & Trust Litigation issues in New York.
Being selected to Super Lawyers is limited to a small number of attorneys in each state. As one of the few attorneys to garner the distinction of Super Lawyers, Donald Novick has earned the respect of peers as one of the top-rated attorneys in the nation.
*Paul R. McDougal, Esq & CPA
Admitted to bar, 1985, New York; also admitted to U.S. District Court, Eastern District; U.S. District Court, Southern District. Graduated University of Dayton (BSBA, Accounting, 1977) (Qualified as CPA in 1979); Fordham University School of Law (J.D., 1984). Memberships: New York State Bar Association (General Practice Section); Nassau County Bar Association; Catholic Lawyers Guild. Areas of Concentration
Real Property and Banking Law; Litigation; Bankruptcy; Foreclosure; Estate Planning; Elder Care; Trusts.
*Susan Wilf Morris , Esq.
(Registration# 1919406) is an attorney registered with New York State, Office of Court Administration. Admitted year is 1984. The next registration is in Oct 2020. Susan Wilf Morris is a lawyer serving New York in Estate Planning, Elder Law and Estate Administration cases.
*Peter Axelrod, Esq.
Real Estate: Business attorney working in New York, New York. Peter Axelrod assists clients with General Litigation and Family Law issues. Peter Axelrod works as an attorney at Axelrod, Fingerhut & Dennis. As one of a small number of attorneys selected to Super Lawyers, Peter Axelrod gained this recognition through professional achievement, peer recognition, and other distinguishing criteria. He graduated from The George Washington University Law School in 1980. He was subsequently admitted to legal practice in after passing the bar exam.
*Jared M. Langenthal, Esq.
Attorney at Axelrod, Fingerhut & Dennis. His practice focuses on representing businesses, developers, building owners, condominiums, housing cooperatives, landlords and tenants in a wide variety of commercial and real estate disputes.
*Osman Dennis, Esq
Partner of Axelrod, Fingerhut & Dennis, having joined the firm in 1998. He focuses on real estate litigation, commercial litigation, commercial and residential transactions, commercial leasing, condominium and cooperative representation, and landlord-tenant law. Mr. Dennis handles complex commercial disputes and negotiations.
*Maura Delfarro, CPA
Partner at DeMarco & Nesi LLC. He has over 30 years of public accounting experience serving both private companies and not-for profit organizations. Prior to joining the firm, Mr. Nesi taught at both the undergraduate and graduate Schools of Business at Adelphi University. He has served as both a director and officer for several not-for-profit organizations.
Life, Annuity and Disability Insurance Consulting. AIB works with individual advisors, as well as with insurance agencies, financial planning firms, banks and credit unions, broker dealers, wire houses and others. By extension, they help each of them and their affiliated advisors to help their individual and group clients, including businesses, colleges and universities, unions and trade associations, health maintenance organizations and others throughout the country to realize their dreams and plan for the unexpected.
Life, Annuity and Disability Insurance Consulting . AIB works with individual advisors, as well as with insurance agencies, financial planning firms, banks and credit unions, broker dealers, wire houses and others. By extension, they help each of them and their affiliated advisors to help their individual and group clients, including businesses, colleges and universities, unions and trade associations, health maintenance organizations and others throughout the country to realize their dreams and plan for the unexpected. Long Term Care Consulting and Proposals. Broker Training.
Born and raised in the New York metropolitan area, Michael became a full-fledged New Yorker in 1995, and he is here to stay. Michael brings his passion for the city to the real estate business after ten years of marketing experience in the investment management industry. Whether buyers or sellers, tenants or landlords, he especially enjoys working with clients and listening to their needs in order to facilitate the perfect match--for real estate is essentially a match-making process. On the business level, armed with a degree in engineering from Princeton, Michael offers his clients expert analytic and quantitative skills for strategically assessing the market.
Real Estate Sales and Rentals on the West Coast, Tampa area, Florida
Real Estate, Sales and Rentals on the East Coast Florida
* All Advisory Committee firms are unaffiliated to Whiston Asset Management Group, Inc.
There are no referral fees and Whiston Asset Management Group is not a party to the engagement, services, or fees associated with any of these outside firms.
Whiston Asset Management Group, Inc 445 Park Ave., 9th Fl. New York, NY 10022. Telephone: (212) 717-0557 info@whistonassetmanagement
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