Stefan Whitwell Location
Austin, TX, US
Stefan Whitwell Work
- 2017 - now Chief Executive Officer @ National Wealth Partners, LLC
- 2025 - now Co-Founder @ Chaos Holdings, LLC | TEAM CHAOS
- 2017 - 2019 Director @ TEAM Funding Solutions
- 2014 - 2017 Wealth Advisor @ Covenant
- 2010 - 2014 Founder, Risk Advisory Firm @ Empirical Solutions, LLC
- 2002 - 2012 Chief Investment Officer @ Alpha Mechanics, LLC (Private Investment Firm)
- 1998 - 2001 Director @ Credit Suisse
- 1996 - 1998 Associate @ Goldman Sachs
- 1994 - 1996 Mergers and Acquisitions Investment Banking Analyst @ James D. Wolfensohn, Incorporated
Stefan Whitwell Education
- Landmark
The Curriculum for Life (Leadership Training)
2012 - 2012 - University of Pennsylvania - The Wharton School
Bachelor’s Degree (Finance)
1989 - 1994 - Grover Cleveland Charter High School
High School
1985 - 1989
Stefan Whitwell Skills
- Cash Management
- Financial Reporting
- Budgeting & Forecasting
- Tax Planning
- Active Listening
- Private Investments
- Real Estate
- Insurance (life, health, term, permanent, disability, LTC, P&C, liability, umbrella)
- Alternative Investments
- Investment Strategies
Stefan Whitwell Summary
Stefan Whitwell, based in Austin, TX, US, is currently a Chief Executive Officer at Whitwell & Co., LLC. Stefan Whitwell brings experience from previous roles at Chaos Holdings, LLC | TEAM CHAOS, TEAM Funding Solutions, Covenant and Empirical Solutions, LLC. Stefan Whitwell holds a 2012 - 2012 The Curriculum for Life in Leadership Training @ Landmark. With a robust skill set that includes Cash Management, Financial Reporting, Budgeting & Forecasting, Tax Planning, Active Listening and more. Stefan Whitwell has 1 emails and 3 mobile phone numbers on RocketReach.
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