Don't Leave Your Future to Chance
The Importance of a Solid Retirement Plan
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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 brown-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 is an investment adviser registered with the Securities and Exchange Commission and based in Austin, Texas. Past performance is no guarantee of future returns. No orders are accepted via email. Please contact your investment advisor representative if there are any changes in your financial situation or investment objectives. This email is for informational purposes only and does not constitute a solicitation to engage in any securities transaction.
