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About Stefan Whitwell, CFA®, CIPM®
As Founder and Chief Investment Officer of Whitwell & Co., LLC Stefan leads the overall Firm and its investment practice. He is also a sought-after advisor who works closely with clients at the intersection of health, wealth and purpose.
Stefan has particular expertise in tax planning and alternative investing. In addition, given his mergers and acquisitions investment banking background, Stefan enjoys helping business owners prepare for the sale of their business and be more strategic in how they fund their business in its earlier growth stages. Last but not least, Stefan is passionate about venture philanthropy and legacy planning.
Stefan started his career learning from some of the most globally respected bankers at James D. Wolfensohn, Inc., Goldman Sachs and Credit Suisse First Boston. He has worked in New York City, London, Hong Kong and Tokyo and has a first-hand understanding of global markets and multicultural work environments.
Stefan graduated from the Wharton School of Business at the University of Pennsylvania and subsequently earned the Chartered Financial Analyst and CIPM designations from the CFA Institute, where he served for 5 years on their global Educational Advisory Committee. Stefan has also served on the Long Center Corporate Advisory Board, the Baylor Scott & White - Development Advisory Board and was previously a Social Venture Partner at Mission Capital.
Stefan lives in Austin, Texas. He is the proud father of 4 children with whom he enjoys playing and spending time outdoors, along with their German Shepherd Hallie. He is a purple-belt in Brazilian Jiu-Jitsu, a black-belt in Hakko-Ryu Jiu-Jitsu, a long-time patron of the arts and a violinist of over 40 years.
Whitwell & Co., LLC offers investment advice through Atomi Financial Group, Inc., 20 Executive Park, Suite 120, Irvine, CA 92614. Whitwell & Co., LLC’s home office is located in Austin, Texas. Additional information about Atomi Financial Group, Inc. is available on the SEC’s website at www.adviserinfo.sec.gov. It is important to read our disclosures available at www.atomifinancial.com/disclosures. Please contact your investment advisor representative if there are any changes in your financial situation or investment objectives. Past performance is no guarantee of future returns.
