Winston Booth

Investments. Imperfect Christian. Hook \'em🤘

Role
Chief Investment Officer at Bancroft Booth Capital Advisors
Location
Dallas-Fort Worth, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Chief Investment Officer

    Bancroft Booth Capital Advisors

    Mar 2025 — Present · Dallas-Fort Worth, TX, US

    Building a world-class RIA firm focused on providing exceptional service and outsized performance-based returns. Frankly, I\'d rather be making leveraged macroeconomic bets than playing golf. Not suitable for most clients, but the Lord did set an Edward Jones on every other block. Series 7, 24, 66. CFP, CFA: TBD.

Education

  • University of Mississippi

    Master's Degree

  • The University of Texas at Austin

    Bachelor's Degree

Skills

  • Marketing
  • Health Information Management
  • Strategic Planning
  • Microsoft Excel
  • Benefits Administration
  • Stop Loss Strategy
  • Erisa Compliance
  • Risk Management
  • Life Insurance
  • Health Insurance
  • Sagitta
  • Financial Analysis
  • Public Speaking
  • Worksite Products
  • Merp/Hra
  • Analysis
  • Employee Benefits
  • Benefitpoint
  • Microsoft Word
  • Cobra
  • Ppaca Compliance

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Winston Booth — Chief Investment Officer at Bancroft Booth Capital Advisors in Dallas-Fort Worth, TX, US | Unifers