STEFAN WHITWELL

STEFAN WHITWELL
CFA®, CIPM®

President, Co-Chief Investment Officer and Co-Founder
stefan@natwp.com

 

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Stefan Whitwell is President and Co-Founder of National Wealth Partners, LLC.  Stefan is a sought-after advisor and business funding expert serving difference makers and business owners. He helps clients define and implement strategies to support their most valued life-goals through asset protection, tax planning, investing, business exit planning, wealth transfer planning and high impact philanthropy.

Stefan 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 first-hand understanding of the global markets.

Stefan 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 their global Educational Advisory Committee.  In addition, Stefan 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.

Stefan lives in Austin and is the proud father of three children with whom he enjoys playing and spending time outdoors.  In addition, he trains in Brazilian Jiu-Jitsu, is a black-belt in Hakko-Ryu Jiu-Jitsu and is a long-time patron of the arts and has been playing violin for 40 years.