WP GLOBAL PARTNERS LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 135689). Regulatory assets under management: $3.0B.
Compensation: % of AUM, Fixed, Performance, Other.
Clients served: Charities, Investment cos.
Showing 25 of 28 people.
| Name | Role | Location |
|---|---|---|
| Celia A Chapman | SENIOR ADVISER | Chicago, IL |
| Gregory Stauffer Oberholtzer | CHIEF INVESTMENT OFFICER/SENIOR MANAGING PARTNER; MEMBER | — |
| Donald Wright Phillips | FOUNDER/CEO; MEMBER | — |
| Lloyd Bryan Thompson | MEMBER; SENIOR MANAGING PARTNER/VICE CHAIRMAN | — |
| Traci Gearty Breen | CFO/TREASURER; OFFICER | — |
| Joseph F Berry | OFFICER; SENIOR MANAGING PARTNER | — |
| Lisa Ann Walker | CHIEF COMPLIANCE OFFICER | — |
| Merrick James Mckay | OFFICER | — |
| RANIERI LEWIS SALVATORE | DIRECTOR | — |
| WALKER LISA ANN | CHIEF COMPLIANCE OFFICER | — |
| KHOUJA MOHAMAD WAFIC | ELECTED MANAGER; VICE CHAIRMAN | — |
| BARBUTO ANTHONY GERARD | CFO/TREASURER; DIRECTOR | — |
| OBERHOLTZER GREGORY STAUFFER | CHIEF INVESTMENT OFFICER/SENIOR MANAGING PARTNER; DIRECTOR/SENIOR EXECUTIVE VICE PRESIDENT; DIRECTOR/SENIOR MANAGING DIRECTOR (+3 more) | — |
| BOUDAKIAN THOMAS MEHRAN | SENIOR VICE PRESIDENT | — |
| PHILLIPS DONALD WRIGHT | CHAIRMAN/CEO/CIO; ELECTED MANAGER; FOUNDER (+2 more) | — |
| CHAPMAN CELIA A | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER; SENIOR ADVISER (+4 more) | — |
| MURPHY SHARON M | CFO/CHIEF COMPLIANCE OFFICER/TREASURER; CFO/TREASURER; TREASURER/CFO (+1 more) | — |
| THOMPSON LLOYD BRYAN | MEMBER; SENIOR EXECUTIVE VICE PRESIDENT; SENIOR EXECUTIVE VICE PRESIDENT/SECRETARY (+3 more) | — |
| PACIFICO JOSIELYNE KWONG | CHIEF COMPLIANCE OFFICER | — |
| CAMPAGNA VINCENT PAUL | CHIEF COMPLIANCE OFFICER/SECRETARY | — |
| WARNER KATHLEEN SINKO | CHIEF COMPLIANCE OFFICER | — |
| BOUDAKIAN THOMAS M | SENIOR VICE PRESIDENT | — |
| BREEN TRACI GEARTY | CFO/TREASURER | — |
| MYERS RICKY LINN | CHIEF COMPLIANCE OFFICER | — |
| Berry Joseph F | SENIOR MANAGING PARTNER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2013-03-08 | regulatory | ADVISORY AFFILIATE ALLEGEDLY AIDED AND ABETTED AND CAUSED WILLIAM M. STEPHENS (STEPHENS) TO VIOLATE SECTION 15(A) OF THE EXCHANGE ACT, IN THAT STEPHENS SOLICITED INVESTORS ON BEHALF OF PRIVATE FUNDS, WHILE STEPHENS WAS NOT REGISTERED AS, OR ASSOCIATED WITH, A BROKER DEALER. | Final | $75K |