Stefan Whitwell, CFA®, CIPM
CEO and Chief Investment Officer
Stefan Whitwell, CFA®, CIPM, is the founder, CEO, and Chief Investment Officer of Whitwell & Co., LLC, an SEC-registered investment advisory firm (CRD 331958) he founded in 2017. He helps founders and families turn complex wealth into a force for good in their lives, their health, and the world they care about. He specializes in proactive tax planning, non-traditional investments, and family office services, with particular focus on business owners navigating growth funding, exit preparation, and legacy conversion.
His career began on Wall Street at James D. Wolfensohn, Inc., Goldman Sachs, and Credit Suisse First Boston, with experience across New York City, London, Hong Kong, and Tokyo.
A graduate of the Wharton School and holder of the CFA® and CIPM designations, Stefan served five years on CFA Institute's global Educational Advisory Committee. He lives in Austin, Texas, is a father of four, a brown belt in Brazilian Jiu-Jitsu, and has played violin for over 40 years.
Tax Planning
The Real Me
Our Origin Story
What a CFA® Means to You
The Chartered Financial Analyst (CFA®) designation is one of the most rigorous credentials in the investment profession. Fewer than 1 in 5 candidates complete the program. For you, it signals three commitments your advisor has made:
Fewer than 1 in 5 candidates becomes a charterholder. It takes an average of over 1,000 hours of rigorous study, along with four years of qualified professional experience, to earn the designation.
CFA® charterholders are trained to understand what drives value across every dimension of your financial life: securities analysis, asset allocation, portfolio construction, and working effectively with tax and intergenerational planning experts.
CFA® charterholders are bound by the highest ethical standards: the CFA Institute Code of Ethics and Standards of Professional Conduct, which require placing client interests above all else.
In a complicated world, having a CFA® charterholder on your side who is confident, ready for tomorrow, and completely committed to your interests is a difference that matters.