WHITWELLADVISORS.COM - Key Persons

Job Titles:

• Member of the Advisory Board

Clinton Sparks advises Whitwell & Co. on ways we can better serve the artistic community and innovate through diverse collaborations. Clinton is an entrepreneur, investor, executive, author, committed father and husband and leading-edge innovator when it comes to integrating culture, collaboration, and cross-platform marketing. He is also known to many as a Grammy nominated, multi-platinum DJ, Producer and Songwriter responsible for selling over 75 million records. He has won BMI songwriter awards and received numerous ASCAP music awards with DJ Snake, whom he discovered and signed. Sparks has written and produced hit songs for multi-platinum recording artists such as Lady Gaga, Beyonce, Rick Ross, Diddy, Pitbull, Ludacris, Big Sean, Akon and 2 Chainz. He has created critically acclaimed projects with artists from Eminem and Kanye West to Busta Rhymes and The Clipse, whose "We Got It For Cheap" series was named in Rolling Stone magazines top 50 albums of that year. He was Diddy's tour DJ, helped launch Eminem's Shade 45 channel on Sirius/XM, and played a key role in the branding of Cîroc. Clinton also co-founded one of the world's fastest growing and most socially diverse esports lifestyle gaming brand, XSET. In a prior role at Faze Clan as VP of Business Development, Clinton brought diversity and Hip Hop into the gaming space by recruiting rappers Offset, Swae Lee, Pitbull, Yo Gotti and others to invest and collaborate in the gaming space. Given his commitment to the gaming space, Clinton is also a strategic advisor to Esports technologies, an e-sports wagering platform. He has always been at the forefront of merging and integrating different cultures. Clinton's unique ability to forecast trends and fluently speak to and weave together a diverse set of cultures and industries has given him a commercial edge, which he uses to build success for brands and companies. He exercises this talent through Get Familiar, Inc., a marketing, strategy, and consulting firm he founded to advise companies and brands on how to connect and align with and amplify their audience more effectively. Clinton walks the talk and built his own worldwide syndicated radio show in 22 markets. Most recently, he partnered with Twitch and built the biggest music and business show on the platform: WIN BIG with Clinton Sparks, inspired by his recently published book, which has attracted an audience of over 5 million viewers. Every week Clinton brings on successful actors, athletes, rappers, executives, entrepreneurs, and winners to tell their stories and give the viewers/listeners invaluable lessons and actionable steps to build their own careers. Originally from Boston, Clinton now lives in Los Angeles with his wife and children.

Job Titles:

• Member of the Advisory Board

Job Titles:

• Member of the Advisory Board
• Member of Women Corporate Directors, past President

Mostly recently, Elsie served as Director of Client Services at Tukman Grossman Capital Management. Previously, she served as Chief Investment Officer for Bank of America's Northern California Private Bank in San Francisco, CA with assets under management of $15 billion and managed a team of 14 portfolio managers. Elsie was recruited in 1994 to be the Chief Investment Officer at Bank of America where she managed $26 billion in assets including the Defined Benefit and 401(K) Retirement Plans. She also worked for Electronic Data Systems in Dallas, TX as a Senior Investment Portfolio Manager and later as Chief Investment Officer managing $2 billion in assets for EDS' Domestic and International Pension Plans. Elsie is a member of Women Corporate Directors, Past President of the CFA Society of San Francisco and a Board Trustee and Chair of Finance, Investment and Audit Committees for various non-profit organizations. She served as a subject matter expert for the CFA Institute Education Advisory Committee for 7 years. A graduate of the University of North Texas' MBA program, she holds a BS from Louisiana State University and is a CFA Charter holder. Elsie currently resides in the San Francisco Bay Area.

Job Titles:

• Manager of Operations

Jamie Sylvester has over 15 years of experience in the legal and financial services industry. She formerly worked for a leading national asset protection firm, where she ran the entity compliance division. While there, she was drawn to the financial services industry and decided to shift her focus from law to finance. More than most, Jamie is fascinated by detail and process and is passionately focused on finding ways to improve the operational and compliance systems here at Whitwell & Co. She believes that if things work smoothly within the team, that our clients also benefit by getting the best of what we have to offer - and clients are everything to us. A graduate of Central Washington University, Jamie earned a bachelor's degree in law and justice. Jamie lives in Las Vegas, Nevada with her spouse and three children (one little human and two dogs). They enjoy the outdoors - good thing too because Jamie loves to be creative in the kitchen - and laughing as much as possible.

Job Titles:

• Manager of Client Services
• Manager of Client Services for Whitwell & Co., LLC

She assists with servicing client accounts, opening accounts for new and existing clients, performing accounting duties and providing support to the entire Whitwell Team. Prior to Whitwell & Co., LLC, Julie worked in the banking industry servicing mortgage, construction and commercial loans. She has also worked for an Insurance Broker as a licensed Personal Lines Insurance Representative. Six years ago, her family moved from Little Rock, Arkansas to Lantana, Texas and feels like this is home. Julie lives in Lantana with her husband of 18 years and three kids. When Julie isn't working, she enjoys volunteering in the community. She has served on the PTA Board for the last 6 years serving in multiple roles such as the Treasurer, Membership Chair and Secretary. She also enjoys her time at the gym, watching TV and spending time at the ballfields where all three of her kids are involved in baseball and softball. Julie grew up in rural central Nebraska where her parents farmed corn and soybeans. She is a diehard Nebraska Huskers Fan and attended the University of Nebraska at Lincoln where she received her Bachelor of Science in Management and Finance.

Job Titles:

• Social Media Manager

As Social Media Manager, Kristina is responsible for community engagement and the communication of brand values and educational content on the Firm's social channels. In this role, she faces the challenge of explaining the importance of these channels (and how they work) to others on the team who grew up when yellow pages and cassette tapes were a thing!

Job Titles:

• Member of the Advisory Board
• Professor of Financial Practice at the Rutgers Business School

Mark W. Guthner is a 30+ year veteran of the financial services industry. His skills and experience stretch across multiple disciplines including trading, securities analysis, portfolio and risk management, and financial technology as well. He has research interests in FinTech and cryptocurrencies. Mark currently serves as a Professor of Financial Practice at the Rutgers Business School in Piscataway, New Jersey. He teaches both undergraduate and graduate courses in Corporate Finance, Investment Analysis, Fixed Income, Valuation, Portfolio Management and Risk Management for Financial Institutions. In 2012, Mark authored Quantitative Methods in Debt Valuation & Management; published by McGraw-Hill. The book describes a breakthrough method for the analysis, pricing, and hedging of corporate debt obligations. Mark is also the coauthor of The Options Edge published by John Wiley and Sons. The book instructs professional, and self-directed investors in the finer points of trading and hedging using exchange listed options.

Job Titles:

• Member of the Advisory Board

Job Titles:

• Co - Founder
• Senior Wealth Advisor
• Senior Wealth Planner, Co - Chair of Investment Committee, Head of Family Office Services

Paul Reiferson is a Senior Wealth Advisor and leads Whitwell & Co.'s Family Office Practice. He has 25 years of experience in finance, during which time he ran a private investment fund and advised Fortune 500 corporations on mergers & acquisitions, restructurings, spin-offs, and raising capital in public and private markets as an investment banker. Prior to joining Whitwell & Co., Paul served as Managing Principal of Americus Capital Advisors, a value-based private partnership investing on behalf of a leading endowment and some of the world's most prominent investors. Messrs. Reiferson and Whitwell met while working at James D. Wolfensohn Incorporated, a boutique financial advisory firm then led by former World Bank President James D. Wolfensohn and former Federal Reserve Chairman Paul A. Volcker. Paul is also the co-founder of several start-ups, including Wellinks, a COPD disease management company. Paul received his Master of Business Administration degree from the Harvard Business School in 1993 and assisted in creating Harvard's Corporate Restructuring course. He is also the primary author of several case studies that have remained in print for more than 30 years and continue to be used at Harvard and other business schools. He received his Bachelor of Arts degree from the University of Virginia with high distinction. Paul is a devoted father of three sons and a passionate collector of objects that tell American stories, principally vintage photographs, which he likes to share through writing, speaking and museum exhibitions.

Job Titles:

• Investment Advisor, Director of Private Wealth Strategies
• Senior Investment Advisor

Richard Roscelli is a Senior Investment Advisor and leads the management, due diligence, and integration of Private Wealth Strategies for Whitwell & Co., LLC. With over 30 years of experience in the financial industry, Richard has managed international derivative trading desks and interacted with many of the top institutions during periods of extraordinary financial events. It was during this period that his passion for the integration of private and traditional wealth strategies became a driving force and was fostered. Richard has collaborated with financial professionals, fund sponsors, and investors to develop strategies focusing on diversification, risk, tax, and portfolio volatility management. Richard holds a BBA in International Business from Hofstra University and an MBA in Global Business from Walden University. He has been a resident of Southern Nevada since 2003, having relocated from the NY/NJ area (not giving up on the 24-hour life). He and his wife are passionate Personal Watercraft Riders and enjoy expanding their understanding of topics related to health, finance, history, and art.

Job Titles:

• Senior Wealth Planner and Head of Planning at Whitwell & Co

Rosemary Wright is a Senior Wealth Planner and Head of Planning at Whitwell & Co., LLC. She is also Director of Women's Wealth Services for the firm. Rosemary has over 30 years' experience in the financial services industry and most recently was a Senior Wealth Planning Strategist in the Private Banking division of a major national bank. With a career focused on financial planning, Rosemary has worked with high-net-worth and ultra-high-net-worth clients in the areas of business transition planning and family dynamics. She has a passion for working with women business owners and women who are single through any life circumstance. Rosemary attended Virginia Commonwealth University where she received a B.A. in marketing and holds the Certified Financial Planner designation. She lives outside of Dallas, Texas where she and her husband Mike relocated to be close to their grandchildren. She is active in the Lantana Ladies League where she serves on the Board, her church, and the lives of two energetic little grandsons. Apart from these, her love for her cats, good food, and delectable wine are three wonders Rosemary enjoys the most.

Job Titles:

• Chief Investment Officer
• Founder