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About
Paul Whiting, Jr. is Principal and co-founder of AGW Capital Advisors, an investment advisory firm based in Tampa, Florida. He leads the firm's operations and serves on the investment committee, shaping the firm's investment strategy and portfolio management decisions.
With over 25 years of investment industry experience, Paul Whiting specializes in public equities and multi-asset portfolio management, with considerable expertise in sectors such as technology, financials, and consumer sectors, as reflected in the firm’s portfolio analysis. He has a strong background in private equity and portfolio construction tailored for both institutional and high-net-worth clients.
Paul holds an MBA from the Tuck School of Business at Dartmouth and a Bachelor’s degree in Economics from Boston College. His leadership at AGW Capital Advisors has contributed to the firm's growth and reputation, managing diversified portfolios with a disciplined, research-driven approach.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| AGW Capital Advisors | Principal | Apr 2009 to Present | Paul is an investment consultant and a co-founder of AGW Capital Advisors. He is the lead consultant to a number of non-profit and government organizations, assisting them with their endowments, found... |
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)
1995 — 1997
Boston College
Bachelor's Degree, Economics
1986 — 1990
Tampa Preparatory School
High School
1982 — 1986
Skills & Expertise
Others at Annis Gardner Whiting Capital Advisors, LLC (7)
| Name | Role | Location |
|---|---|---|
 | Associate | Tampa, FL , United States |
C Cfa® Cfp® | Principal | FL , United States |
C Cima® Cfa® P. J. Gardner Cfp® | Principal | FL , United States |
 | Senior Investment Analyst | Tampa, FL , United States |
 | Principal | Tampa, FL , United States |
 | Investment Analyst | Tampa, FL , United States |
 | Senior Analyst | FL , United States |
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