Mark Wendall Whidby
Chief Investment Officer at Strata Wealth Advisors LLC
Mark Wendall Whidby active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | 2022-05-31 | - |
| Economist | 2022-05-31 | - | |
| Trading-Equity | 2022-05-31 | - | |
| Investment Committee Member | 2022-05-31 | - | |
| Portfolio Manager-Equities | 2022-05-31 | - | |
| Head of Private Banking | 2022-05-31 | - |
Career history of Mark Wendall Whidby
Former positions of Mark Wendall Whidby
| Companies | Position | Start | End |
|---|---|---|---|
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 | 2016-04-30 | 2022-04-30 |
| Chief Investment Officer | 2016-04-30 | 2022-04-30 |
Training of Mark Wendall Whidby
| The University of Texas at Austin | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Chief Investment Officer | 2 |
| Undergraduate Degree | 1 |
| Analyst-Equity | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
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