Profil
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.
Anciens postes connus de Woodson Cary Whitehead
| Sociétés | Poste | Fin |
|---|---|---|
Steel Grove Capital Advisors LLC
Steel Grove Capital Advisors LLC Investment ManagersFinance Steel Grove constructs and manages diversified portfolios of mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, options, separate account managers, and/or private placements. The firm uses statistical analysis and proprietary liability planning tools to identify what it believes is a client’s proper position on the risk/return continuum. | Gestionnaire de Portefeuille-Actions | - |
Formation de Woodson Cary Whitehead
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Steel Grove Capital Advisors LLC
Steel Grove Capital Advisors LLC Investment ManagersFinance Steel Grove constructs and manages diversified portfolios of mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, options, separate account managers, and/or private placements. The firm uses statistical analysis and proprietary liability planning tools to identify what it believes is a client’s proper position on the risk/return continuum. | Finance |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Virginia Darden School of Business
University of Virginia Darden School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















