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Whitney B

Series 65

Pittsford, NY

RDG Capital Management LLC

Whitney Baniewicz is an advisor at RDG Capital Management LLC with a Series 65 designation and three years of industry experience. Prior to joining RDG Capital Management, Whitney worked for 14 years at RDG + Partners, CPA. RDG Capital Management LLC is a fee-only registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and other entities. The firm employs a core-and-satellite, index-focused investment approach emphasizing diversification, tax efficiency, low costs, and periodic rebalancing, and delegates day-to-day discretionary trading to a subadviser while retaining oversight.

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.) Cash flow / budgeting
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Kate K

Series 65

Pittsford, NY

RDG Capital Management LLC

Kate Kenney is an advisor at RDG Capital Management LLC with a Series 65 designation. She has been in the industry since 2012, with prior experience at ProNexus LLC and Anderson Kenney Associates LLC before joining RDG Capital Management in 2023. RDG Capital Management LLC is a fee-only registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and other entities. The firm employs a core-and-satellite, index-focused investment approach emphasizing diversification, tax efficiency, and low costs, while delegating day-to-day trading to a subadviser under its oversight.

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.) Cash flow / budgeting
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