Miles joined Whitney & Company in 2023 as a Senior Vice President after moving with his family to Pittsford, New York from London, England.
In 2001 he started a career in private client business development with a firm in the Bay Area and in 2010, he established a U.K. based wealth planning practice building the business to 680 families and assets under management of $330M by 2021, when he sold the company.
Miles holds double Masters degrees in Wealth Management from Loughborough University in the U.K. and Columbia University in New York City where he is an Associate in the Retirement & Insurance Planning Masters course. He also holds the Series 63 & 65 licenses.
Outside of work, Miles and his Wife, Elizabeth focus on life with their 3 young daughters and supporting the St. Louis School in Pittsford.