Whitney has been working with teens and young adults since 2012 in the areas of financial, philanthropic, and entrepreneurial education. Most recently, she was the Director of Operations at Independent Means, a private company educating and preparing families for the responsibilities and challenges of wealth transfer. She was the lead trainer with 30+ families and the director of global programs including Camp Start-Up and Fashion and Finance.
Prior to her work in financial education, Whitney was a Kiva Fellow in Kigali, Rwanda where she worked to strengthen partnerships and increase the reach of microfinance through employee training and industry research. Whitney graduated from the University of Florida and began her career with Porter Orlin hedge fund in New York City, where she performed investment research for the managing director, Alex Porter.
Whitney has led several volunteer educational programs including financial literacy training in Cambodia and Rwanda, and led and developed a parallel conference track for teens and kids of delegates at Opportunity Collaboration, an international convening of leaders in social change and innovation. She is currently a board member and volunteer business mentor at Youth Interactive, a non-profit teen center in Santa Barbara working to promote leadership and entrepreneurial skills. Whitney is an advisor for the Ruth and Hal Launders charitable trust located in Herndon, Virginia. She has been a speaker and panelist at the FOX Wealth Advisor Forum, Youth Philanthropy Connect Conference, and the Hawaii Tax Institute.