Stefan Whitwell
The Work
One author, writing acrossthe whole of a life.
Stefan Whitwell writes and speaks across four threads that rarely sit on the same shelf: wealth and how it is built and kept, the responsible use of technology, the work of marriage, and the larger question of the examined life. The common thread is a refusal to treat any of them as a solved problem.
He is a CFA charterholder and a CIPM, the founder of Whitwell & Co., LLC, an SEC-registered investment advisory firm, and a co-founder of Team Chaos, an AI practice. He is also the host of The Meaning of Money, a podcast about the questions that sit underneath every financial decision.
Featured across four mediums
Stefan's ideas reach you in the form that fits the moment: read, study, listen, or watch.
Books
If Done Right
The forthcoming line of books on AI, wealth, marriage, and the examined life, led by If Done Right.
Browse the books→White Papers
The IDR Principles
Frameworks and research for practitioners, starting with the twelve IDR Principles for defensible AI use.
Read the papers→The Meaning of Money
The podcast
Conversations on wealth, purpose, and the life money is supposed to serve. Less about markets, more about meaning.
Listen now→Library of Work
Coming soon
Talks and conversations, gathered in one place. The video library is on the way.
Preview the library→Frequently asked questions
- Who is Stefan Whitwell?
- Stefan Whitwell, CFA, CIPM, is an author, investor, and host of the podcast The Meaning of Money. He is the founder of Whitwell & Co., LLC, an SEC-registered investment advisory firm, and co-founder of Team Chaos, an AI practice. He writes across wealth, technology, marriage, and the examined life.
- What has Stefan Whitwell written?
- His lead title is If Done Right, an AI governance framework for regulated financial services, written with Brandon Veldman, CFA. He also publishes white papers on the IDR Principles, with further books on wealth, marriage, and the examined life forthcoming from Whitwell Publishing.
- What is If Done Right about?
- If Done Right: The AI Governance Framework for Regulated Financial Services sets out the IDR Principles, a practical framework for adopting artificial intelligence inside regulated firms. It is co-authored by Brandon Veldman, CFA, and Stefan Whitwell, CFA, and is forthcoming from Whitwell Publishing.
- What is The Meaning of Money?
- The Meaning of Money is Stefan Whitwell's podcast on wealth, purpose, and the life that money is meant to serve. It approaches money less as a scoreboard and more as a tool, asking what a well-considered life asks of it.
- Is Stefan Whitwell's writing investment advice?
- No. Stefan Whitwell's books, papers, podcast, and videos published here are works of a publishing imprint. They are not investment, tax, legal, or insurance advice from Whitwell & Co., LLC or any affiliated firm.