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Stefan Whitwell, CFA, CIPM

Advisor Austin, Texas Area, US

Chief Investment Officer / Chief Risk Officer, Empirical Solutions, LLC. Previously Chief Financial Officer, Alpha Mechanics, LLC.

Chief Investment Officer / Chief Risk Officer, Empirical Solutions, LLC. Previously Chief Financial Officer, Alpha Mechanics, LLC.

followers
following
3 vouches

Involved In

Advisor

Empirical Solutions, LLC
Digital Pro Investigations, LLC
Currency Risk Management, LLC
Empire Consulting Group
Alpha Mechanics, LLC
Covenant
Digital Pro Investigations LLC

Side Projects

Empire Consulting Group
Digital Pro Investigations, LLC

Positions

Wealth Advisor Covenant November 2014 - present
Advisor to CEO Digital Pro Investigations LLC September 2013 - present
Regional Director Watchful Software September 2014 - November 2014
Chief Investment Officer / Chief Risk Officer Empirical Solutions, LLC January 2010 - November 2014
Chief Financial Officer Alpha Mechanics, LLC January 2002 - December 2012
Director Credit Suisse June 1998 - December 2001
Associate Goldman Sachs 1996 - 1998
Mergers and Acquisitions Financial Analyst James D. Wolfensohn, Incorporated 1994 - 1996

Education

Landmark Education Leadership Training 2012 - 2012
CFA Institute Certificate in Investment Performance Management 2011 - 2012
University of Pennsylvania - The Wharton School Finance 1989 - 1994
Cleveland High School 1985 - 1989

Interested In

Markets of Interest
  • • Data Security
  • • Digital Forensics
  • • Cyber Security

You Should Know About Me

Key Accomplishments

Not completed yet

3
Vouches Received

1
Vouches Given

Think Stefan is awesome?
Vouch for them.

Alex Wong
They're my friends  •  Founder & CEO, Formula Social
Stefan and I met when I started out investing in real estate. We were introduced by a mutual friend since I was looking to meet people in th ... e industry. Considering his busy schedule, he was more than happy to give me advice and make introductions. I learned a lot from him which helped me become successful. I was originally seeking for an advisor but ended up gaining a friend as well. He'd be a valuable person to have on your side. Can't recommend him enough.
George Orr, PMP
They're my friends  •  General Manager, Verand Technology Solutions, LLC and Vice President, San Marcos Youth Rugby Association.
I personally look at Stefan as a trusted advisor because of his knowledge, integrity, empathy and desire to serve others. Stefan's resume sp ... eaks for itself, but where I believe he really sets himself apart is with his in his willingness and sincere desire to help others. He truly believes that 'rising tides raise all ships' and strives to impart his knowledge in such a way as to provide real value to those he is working with. He is an expert in risk management in financial markets, but we have recently been working together putting those practices and theories to work in the cyber-security and data protection arenas. His knowledge and willingness to listen have made this process quite enjoyable and enlightening to all involved. Stefan is a true mentor of great character would make a great advisor to anyone who needs someone that will listen and truly wants the best for everyone.
Luke Cats, EnCE /PI /ACE/CCE
They're my advisor: Digital Pro Investigations, LLC  •  President, Digital Pro Investigations, LLC - Innovator in the data security area.
With over 20 years experience combined with an in depth knowledge base within his expert areas makes Stefan a great advisor.

Leo Ramirez, Jr.
Chairman and Founder, Generous Generation and Executive Director, Austin Relief Alliance. Stanford grad.
He has both technical experience but also extensive leadership training and experience as well, such as the work he's done with Landmark.