Experience & expertise


At Whitwell & Co., your financial needs and investments are handled by an experienced and highly credentialed team. You can count on us to be caring, curious, proactive and good listeners.

Stefan Whitwell

Founder and Chief Investment Officer

Rosemary Wright

Senior Wealth Planner and Head of Planning

Paul Reiferson

Senior Wealth Planner, Co-Chair of Investment Committee, Head of Family Office Services

Richard Roscelli

Investment Advisor, Director of Private Wealth Strategies

Advisory board


We do not have a monopoly on good ideas. Thus, we seek out the input and perspective of others in and outside of our industry to evolve, grow and challenge our status quo.