Mark Wendall Whidby
Chief Investment Officer bij Strata Wealth Advisors LLC
Profiel
Mr. Mark W.
Whidby is a Chief Investment Officer at Strata Wealth Advisors LLC.
He oversees investments, portfolio management, trading, investment and economic research, and investor behavior.
He also leads Strata’s Investment Committee and serves as an investment advisor to institutional and high net-worth clients.
He has more than 25 years of expertise in the financial and investment industry, and most recently served as the CIO of Lee Financial Company.
He has an extensive background in both traditional and alternative investments working with high net-worth and institutional clients.
Mr. Whidby received his Bachelor of Business in Accounting from the University of Texas at Austin.
He is a CFA charter holder and a member of the CFA Society of DFW, as well as a CAIA charter holder and a member of CAIA of Texas.
Actieve functies van Mark Wendall Whidby
| Bedrijven | Functie | Begin |
|---|---|---|
Strata Wealth Advisors LLC
 Strata Wealth Advisors LLC Investment ManagersFinance Part of KRP Holdings LLC, Strata Wealth Advisors LLC is a company that provides investment advice. The company is based in Dallas, TX. The company was founded in 2017 by Kenneth Roy Painter. Kenneth Roy Painter has been the CEO since 2017. | Chief Investment Officer | 01-06-2022 |
Eerdere bekende functies van Mark Wendall Whidby
| Bedrijven | Functie | Einde |
|---|---|---|
Lee Financial Co. LLC
 Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | Chief Investment Officer | 01-05-2022 |
Opleiding van Mark Wendall Whidby
| The University of Texas at Austin | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 2 |
|---|---|
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | Finance |
Strata Wealth Advisors LLC
Strata Wealth Advisors LLC Investment ManagersFinance Part of KRP Holdings LLC, Strata Wealth Advisors LLC is a company that provides investment advice. The company is based in Dallas, TX. The company was founded in 2017 by Kenneth Roy Painter. Kenneth Roy Painter has been the CEO since 2017. | Finance |
