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Management Team |
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Stefan Whitwell,
CFA
Chief Executive Officer |
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Stefan Whitwell,
CFA
LEED AP
Chief Executive Officer
- As Chief Executive Officer, Mr.
Whitwell oversees all aspects of the firm.
- Former Director, Credit Suisse First Boston, Strategic Investments; Equities Division Associate at Goldman Sachs, and Mergers & Acquisitions Analyst at James D. Wolfensohn, Incorporated (1994-2002)
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The Wharton School of Business, University of Pennsylvania
(Bachelor of Science with Concentration in Finance,
1994)
- Chartered Financial Analyst (#40140)
- Member of Spanish
Oaks Golf Club, Austin, Texas
- Blue belt in Gracie Jujitsu, violinist,
Vistage member, married
- Language skills include English, Japanese, and Spanish
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Recent articles and press clippings,
resume, link to
The Whitwell Report (weblog about investing)
- Licensed real estate broker in the
State of Texas
- Member of the National Association
of Corporate Directors
- Member of
FIABCI
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