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Woodson Cary Whitehead
Portfolio Manager-Equities at Steel Grove Capital Advisors LLC
Profile
Mr. Woodson C.
Whitehead is a Senior Managing Director & Principal at Steel Grove Capital Advisors LLC.
He works with firm's families in the development of their investment strategy and manages the asset allocation process.
He joined the firm in 2003.
Mr. Whitehead worked for Credit Suisse Securities, where he advised on and executed over $15 billion of leveraged finance transactions.
Previously, he was with Deloitte & Touche where he primarily provided audit and attestation services to companies in the financial services industry.
He received his Master of Business Administration from the Darden School of Business at University of Virginia.
At Southern Methodist University, he received his Bachelor of Business Administration, Bachelor of Arts in Economics, with honors.
He also received his Master of Science in Accounting from the same University.
He is a Certified Public Accountant.
Woodson Cary Whitehead active positions
Companies | Position | Start |
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Steel Grove Capital Advisors LLC
![]() Steel Grove Capital Advisors LLC Investment ManagersFinance Steel Grove Capital Advisors LLC (Steel Grove) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn and Steve Sansom in 2001 and formerly known as Green Square Capital LLC. Steel Grove offers investment advisory services to affluent individuals and families, trusts, estates, charitable organizations, corporations, and business entities. | Portfolio Manager-Equities | 2012-12-31 |
Training of Woodson Cary Whitehead
University of Virginia Darden School of Business | Masters Business Admin |
Southern Methodist University | Undergraduate Degree |
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Private companies | 1 |
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Steel Grove Capital Advisors LLC
![]() Steel Grove Capital Advisors LLC Investment ManagersFinance Steel Grove Capital Advisors LLC (Steel Grove) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn and Steve Sansom in 2001 and formerly known as Green Square Capital LLC. Steel Grove offers investment advisory services to affluent individuals and families, trusts, estates, charitable organizations, corporations, and business entities. | Finance |
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