Mark Whidby, CFA, CAIA, Chapter Executive, Dallas

CIO Lee Financial

CAIA Member since 2011

Mark Whidby is a Managing Director and CIO for Commerce Street Peak Advisors. Mr. Whidby works with foundations, ERISA plans and family offices on building strategic asset allocation models.

Prior to joining Commerce Street in 2012, Mr. Whidby acted as a consultant to a Dallas-based, family office where he lead strategic planning and formulated and implemented an institutional investment process covering several hedge fund and traditional manager portfolios. Prior to that role, he was a Founding Partner at Analytical Research, a hedge fund research firm with offices in Houston, New York, London and the Bahamas. He has held various positions with The Inroads Group, Davis Hamilton & Jackson, Sanders Morris Mundy and Rauscher Pierce Refsnes (now RBC Capital Markets).

Mr. Whidby holds a Bachelor of Business Administration in Accounting from The University of Texas (Austin). He is a Chartered Alternative Investment Analyst (CAIA) Association and a Chartered Financial Analyst (CFA).

Mr. Whidby is a registered representative and has passed the FINRA Series 7 and 63 examinations.