Mark Whidby Location
Dallas, TX, US
Mark Whidby Work
- 2022 - now Chief Investment Officer @ Strata Wealth Advisors, LLC
- 2016 - 2022 Chief Investment Officer @ Lee Financial
- 2015 - 2016 CIO @ Commerce Street Peak Advisors
- 2012 - 2016 Managing Director @ Commerce Street Holdings, LLC
- 2008 - 2011 Partner @ Analytical Research
- 2004 - 2007 Partner and COO @ The Inroads Group
- 2001 - 2003 Relationship Manager @ Davis Hamilton Jackson
- 1999 - 2001 Vice President (Investment Banking) @ Sanders Morris
- 1994 - 1998 Syndicate Manager @ Rauscher Pierce Refsnes
Mark Whidby Education
- The University of Texas at Austin1987 - 1992
Mark Whidby Skills
- Investment Banking
- Equities
- Alternative Investments
- Investments
- Corporate Finance
- Asset Allocation
- Valuation
- Financial Modeling
- Financial Analysis
- Portfolio Management
Mark Whidby Summary
Mark Whidby, based in Dallas, TX, US, is currently a Chief Investment Officer at Strata Wealth Advisors, LLC. Mark Whidby brings experience from previous roles at Lee Financial Corporation, Commerce Street Peak Advisors, Commerce Street Capital,LLC, Member FINRA/SIPC and Analytical Research. Mark Whidby holds a 1987 - 1992 The University of Texas at Austin. With a robust skill set that includes Investment Banking, Equities, Alternative Investments, Investments, Corporate Finance and more. Mark Whidby has 2 emails and 2 mobile phone numbers on RocketReach.
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