![Mark Wendall Whidby](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Mark Wendall Whidby
Chief Investment Officer bei Strata Wealth Advisors LLC
Aktive Positionen von Mark Wendall Whidby
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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 | - |
Ökonom | 01.06.2022 | - | |
Trading-Equity | 01.06.2022 | - | |
Mitglied des Investmentausschusses | 01.06.2022 | - | |
Portfolio Manager-Aktien | 01.06.2022 | - | |
Leiter des Privatbankwesens | 01.06.2022 | - |
Karriereverlauf von Mark Wendall Whidby
Ehemalige bekannte Positionen von Mark Wendall Whidby
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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. | Analyst-Equity | 01.05.2016 | 01.05.2022 |
Chief Investment Officer | 01.05.2016 | 01.05.2022 |
Ausbildung von Mark Wendall Whidby
The University of Texas at Austin | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Chief Investment Officer | 2 |
Undergraduate Degree | 1 |
Analyst-Equity | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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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 |
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