Stefan Whitwell, CFA, CIPM
Founder and Chief Investment Officer at Whitwell & Co., LLC- Claim this Profile
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Japanese Professional working proficiency
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Spanish Elementary proficiency
Topline Score
Bio
Credentials
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Certificate in Investment Performance Measurement (CIPM)
CFA InstituteJan, 2012- Sep, 2024 -
Texas Real Estate Brokers License
Texas Real Estate CommissionMay, 2007- Sep, 2024 -
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Texas Department of InsuranceJul, 2014- Sep, 2024 -
Chartered Financial Analyst
CFA Institute
Experience
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Whitwell & Co., LLC
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Real Estate
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1 - 100 Employee
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Founder and Chief Investment Officer
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Sep 2017 - Present
Whitwell & Co. is a nationwide investment advisory, tax planning and financial planning boutique. We believe that true wealth is lived at the intersection of health, wealth and purpose and serve clients in three primary ways: #1: we help you keep more of your money by helping you design and implement a tax plan #2: as a modern wealth management firm, we help you get access to private investments and unconventional investment strategies and alternatives when it aligns with your goals and circumstances (in addition to traditional exchange listed investments like stocks and ETFs). #3: since time is your most precious resource, we actively look for ways to create more free-time for you to play, pursue personal interests and live a life you love Lastly, whether it's part of your tax plan or to help protect loved ones, I also help you with any life insurance needs, long term care planning or annuity needs to help ensure that no matter how long you live, you will not run out of cash. Required disclaimer: Whitwell & Co. is the successor business to National Wealth Partners, LLC. 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 this link https://www.atomifinancial.com/disclosures. Past performance is no guarantee of future returns.. Whitwell & Co., LLC home office is located in Austin, Texas. Show less
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TEAM Funding Solutions
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United States
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Financial Services
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1 - 100 Employee
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Director
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Jun 2017 - Nov 2019
Worked with business owners to find creative ways to fund essential business equipment. Worked with business owners to find creative ways to fund essential business equipment.
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Covenant
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United States
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Legal Services
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1 - 100 Employee
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Wealth Advisor
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Nov 2014 - May 2017
Helped establish the Austin branch of multi-family office. Provided wealth management advice and advanced estate planning for business owners, executives and high net worth families. Helped establish the Austin branch of multi-family office. Provided wealth management advice and advanced estate planning for business owners, executives and high net worth families.
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Empirical Solutions, LLC
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United States
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Financial Services
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1 - 100 Employee
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Founder, Risk Advisory Firm
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Jan 2010 - Nov 2014
Advised clients on how to reduce expenses and risk through informed investment fee policies, Form ADV reviews, fee audits, fee validation, investment risk audits, and currency hedging. Passed Series 3, 34, 30, 7, 63, and 66. Empirical was registered with the CFTC as a CTA and was a Member of the National Futures Association (ID# 0424405). Advised clients on how to reduce expenses and risk through informed investment fee policies, Form ADV reviews, fee audits, fee validation, investment risk audits, and currency hedging. Passed Series 3, 34, 30, 7, 63, and 66. Empirical was registered with the CFTC as a CTA and was a Member of the National Futures Association (ID# 0424405).
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Alpha Mechanics, LLC
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United States
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1 - 100 Employee
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Chief Investment Officer
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Jan 2002 - Dec 2012
Private investment firm. Responsible for cash flow management, budgeting, financial controls, state, federal and regulatory compliance, fundraising, performance metrics, tax strategy and reporting. Supervised 50-person project team, mentored staff; managed banking relationships. Real estate investments included purchase and sale of 110 room hotel, 6 acre mixed-use urban infill development, repositioning of historical office building, REO multi-family apartments, residential lot development and commercial site development. Alternative investments included distressed notes, allocations to CTAs and venture capital. Successor firm to several LLCs that preceded Alpha Mechanics, LLC. Show less
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Credit Suisse
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Switzerland
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Banking
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700 & Above Employee
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Director
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Jun 1998 - Dec 2001
Covered hedge fund managers accross a range of investment products, including FX, fixed income (bonds and bond futures), and equities (primarily listed and unlisted derivatives -- futures, forwards, options etc). Towards the latter part of my tenure at CSFB, I headed up CSFBNext for Asia, which included strategic corporate and IT related investments as it relates to electronic market trading markets and early stage IT investment opportunities. Covered hedge fund managers accross a range of investment products, including FX, fixed income (bonds and bond futures), and equities (primarily listed and unlisted derivatives -- futures, forwards, options etc). Towards the latter part of my tenure at CSFB, I headed up CSFBNext for Asia, which included strategic corporate and IT related investments as it relates to electronic market trading markets and early stage IT investment opportunities.
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Goldman Sachs
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United States
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Financial Services
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700 & Above Employee
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Associate
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1996 - 1998
Served macro hedge funds and institutional investors on equity derivatives sales desk with primary focus on the Asian markets. Served macro hedge funds and institutional investors on equity derivatives sales desk with primary focus on the Asian markets.
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Mergers and Acquisitions Investment Banking Analyst
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1994 - 1996
Experience included: discounted cash flow analysis, accretion/(dilution) analysis, pro forma combination models, trading and transaction comparables, option/warrant valuation, dividend discount valuation, strategy assessment, leveraged transaction structures, merger accounting/regulatory issues, board presentations, and client presentations to C-suite executives and board members. Transaction and industry experience: sole analyst on prominent super-regional banking client-team and on $1.6 billion bank acquisition, valuation of Latin American soft drink manufacturer, strategic review of German industrial group, sale of stake in U.K. asset manager. Managed due diligence and valuation for syndicate comprised of French insurance group and domestic private equity fund. Show less
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Education
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1989 - 1994
University of Pennsylvania - The Wharton School
Bachelor’s Degree, Finance -
2012 - 2012
Landmark
The Curriculum for Life, Leadership Training -
1985 - 1989
Grover Cleveland Charter High School
High School
Community
