Biography
Stefan Whitwell, CFA, CIPM, is president, chief investment officer and co-founder of National Wealth Partners, LLC. He is a sought-after adviser and business funding expert serving difference makers and business owners. He helps clients implement strategies to support their life-goals through tax planning, investing, business exit planning, asset protection, wealth transfer planning, and impact philanthropy. Whitwell started his career working alongside 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 firsthand understanding of global markets and multi-cultural work environments. Whitwell graduated from the Wharton School of Business at the University of Pennsylvania and subsequently earned the Chartered Financial Analyst designation and Certificate in Investment Performance Measurement, both from the CFA Institute where he serves on the global Educational Advisory Committee. In addition, Whitwell serves on the Long Center Corporate Advisory Board, the Baylor Scott & White - Development Advisory Board and was previously a social venture partner at Mission Capital. Whitwell and his wife, Rachel, live in Austin, Texas with their rescue German Shepherd, Amber. He is the proud father of three children with whom he enjoys playing and spending time outdoors. In addition, he is a purple-belt in Brazilian Jiu-Jitsu, a black-belt in Hakko-Ryu Jiu-Jitsu and a long-time patron of the arts and has been playing violin for 40 years.
“How’d this investment do last quarter?" In the world of alternative investments, getting a simple answer can be strangely difficult.