Managing Director, Family Governance
Whitney has been working with multi-generational families since 2012 in the areas of governance, effective communication, philanthropy, and financial and entrepreneurial education. As 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 facilitator and trainer with 30+ families and the director of global programs including Camp Start-Up and Fashion and Finance. Whitney is the founder of Launch Generation which produces unique summer programs for teenagers focused on financial literacy, leadership, and entrepreneurship.
Prior to her work in governance and 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 a board member 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 Launder’s charitable trust and a co-chair of the Nexus Working Group on Family Prosperity. She has been a speaker and panelist at the FOX Wealth Advisor Forum, Youth Philanthropy Connect Conference, Hawaii Tax Institute, and the Exit Planning Institute.