Mark Whidby
Chief Investment Officer, Strata Wealth Advisors, LLC
- Role
- Chief Investment Officer at Strata Wealth Advisors, Llc
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Mark Whidby
Chief Investment Officer, with extensive experience in Hedge Funds & Private Equity, Traditional Equity & Fixed Income Investments, Investment Banking, and Asset Allocation. Strong strategic, business, analytical, investment, research, and portfolio management skills that combined have produced a record of outperforming indexes/ benchmarks and generating strong performance. Proven ability to meet the demands of both Institutional Investors and Family Offices throughout tumultuous economic cycles. Expert performance in C-level presentations and negotiations. A decisive leader with strong presentation skills and the utmost respect from industry colleagues.Specialties: Investment Monitoring / Financial & Cash Flow Modeling / Private Equity / Hedge Fund Analysis / Portfolio Asset Allocation / Market Analysis / Business Development / Traditional Money Management / Investment Factor Analysis / Investment manager selection/Due Diligence / Portfolio Building and Rebalancing / Investment Systems and Processes
Experience
Chief Investment Officer
Jun 2022 — Present · Dallas, TX, US
Education
The University of Texas at Austin
BBA, Accounting
1987 — 1992
Skills
- Due Diligence
- Hedge Funds
- Valuation
- Portfolio Management
- Asset Allocation
- Corporate Finance
- Financial Analysis
- Alternative Investments
- Private Equity
- Financial Modeling
- Investment Banking
- Investments
- Equities
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