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Profile
Ms. Christie M.
Whitney is a Director at Integrated Wealth Counsel LLC (formerly Doolittle & Ganos Investment Counsel LLC).
She is responsible for business development, “on-boarding” new clients and ongoing client account administration.
Prior to joining Integrated Wealth Counsel in September 2008, Ms. Whitney was a Client Services Specialist in the private client divisions of JP Morgan, Wells Fargo Van Kasper, and Oppenheimer & Co.
Ms. Whitney has a BA in Sociology from the University of California at San Diego.
Former positions of Christie M. Whitney
| Companies | Position | End |
|---|---|---|
JPMorgan Chase Bank, NA (Investment Management)
 JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan-IM helps clients protect and grow their wealth across generations, creating the potential for them to achieve the vision they seek for themselves, their families, their businesses and their legacies. Clients benefit from a range of expertise that spans investments, wealth structuring, trust and estate planning, credit, banking and risk management. | Corporate Officer/Principal | - |
Osborne Partners Capital Management LLC
 Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners believes that an actively managed, diversified portfolio of multiple asset classes, results in long-term, risk-adjusted performance over time. The firm offers the following investment strategies: Global Equity Strategy, Global Growth Strategy, Global Moderate Growth Strategy, Global Balanced Strategy, Global Income Strategy, and the Fixed Income Strategy. They use deep fundamental research to focus on a company’s earnings quality and growth, balance sheet quality and trends, and absolute and relative valuation. | Corporate Officer/Principal | - |
Wachovia Capital Markets LLC
 Wachovia Capital Markets LLC Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Corporate Officer/Principal | - |
Hambrecht & Quist LLC
 Hambrecht & Quist LLC Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | - |
Training of Christie M. Whitney
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
83
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Osborne Partners Capital Management LLC
Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners believes that an actively managed, diversified portfolio of multiple asset classes, results in long-term, risk-adjusted performance over time. The firm offers the following investment strategies: Global Equity Strategy, Global Growth Strategy, Global Moderate Growth Strategy, Global Balanced Strategy, Global Income Strategy, and the Fixed Income Strategy. They use deep fundamental research to focus on a company’s earnings quality and growth, balance sheet quality and trends, and absolute and relative valuation. | Finance |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Finance |
JPMorgan Chase Bank, NA (Investment Management)
JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan-IM helps clients protect and grow their wealth across generations, creating the potential for them to achieve the vision they seek for themselves, their families, their businesses and their legacies. Clients benefit from a range of expertise that spans investments, wealth structuring, trust and estate planning, credit, banking and risk management. | Finance |
Wachovia Capital Markets LLC
Wachovia Capital Markets LLC Investment Banks/BrokersFinance Provides investment banking services | Finance |
University of California San Diego
 University of California San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hambrecht & Quist LLC
Hambrecht & Quist LLC Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
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