Whitney has spent the last 17 years in the private wealth management sector, with her most recent experience as a Relationship Manager at JPMorgan Chase. From 2019-2023, she served as a Business Practice Manager and a Client Relationship Director at First Republic Investment Management. Prior to First Republic, she held various roles within Merrill Lynch Global Wealth Management and Merrill Lynch Private Banking and Investment Group. Her experience spans investment portfolio construction, risk mitigation and financial planning. Whitney advised clients on topics such as generational wealth transfer, portfolio tax planning and philanthropic giving. She has worked with public company executives, helping them to navigate the complexities of concentrated stock and has helped venture capital and private equity investors understand their overall illiquid asset exposure.
Whitney earned her bachelor’s degree from The George Washington University with a concentration in international business.
At Veracy Family Wealth Partners, Whitney focuses on strategy and operations. Outside of her time at Veracy, Whitney lives with her husband and two children in the Washington DC area. She is a current member of The Board of Governors for The Hotchkiss School in Lakeville, Connecticut and spends any free time she has staying active and trying new restaurants.
