Stefan Whitwell

Stefan Whitwell is the CEO and Chief Investment Officer of Whitwell & Co., where he helps entrepreneurs and families align health, wealth, and purpose, from complex tax and alternative investing to getting a business ready to sell. Stefan cut his teeth in M&A at firms like Goldman Sachs and Credit Suisse in New York, London, Hong Kong, and Tokyo. Now based in Austin, he brings institutional rigor and a client-first approach to every relationship. As CEO of Living Prepared, Stefan ensures that every insurance and annuity recommendation integrates with a client’s broader wealth management strategy.