Director, Investments
Current
Wtrshd Capital
Family Office
Mar 2024 - Present
AeroLeads people directory · profile
Laura (Busch) Whitaker, Cfa Email & Phone Number
Investment Management & Strategy
at
Wtrshd Capital
1 work email found
@junipersquare.com
1 phone found area 480
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Wtrshd Capital
Role
Investment Management & Strategy
Location
Los Angeles Metropolitan Area, United States, United States
Who is Laura (Busch) Whitaker, Cfa? Overview
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Quick answer
Laura (Busch) Whitaker, Cfa is listed as Investment Management & Strategy at Wtrshd Capital, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at junipersquare.com, phone signal with area code 480, and a matched LinkedIn profile for Laura (Busch) Whitaker, Cfa.
Laura (Busch) Whitaker, Cfa previously worked as Director, Investments at Wtrshd Capital and Investment Manager at Juniper Square. Laura (Busch) Whitaker, Cfa holds Bachelor Of Business Administration (B.B.A.), Business/Managerial Economics from University Of San Diego.
Company email context
Email format at Wtrshd Capital
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{first}@junipersquare.com
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AeroLeads found 1 current-domain work email signal for Laura (Busch) Whitaker, Cfa. Compare company email patterns before reaching out.
Profile bio
About Laura (Busch) Whitaker, Cfa
I am an experienced investment professional with a demonstrated history of excelling in investing, client-facing, and operational roles. I have 9+ years of financial services experience, 5+ years as a voting Investment Committee Member at RIAs, and 5 years working on strategic initiatives at fintech companies. I am passionate about improving access to better-performing investments, creating better return outcomes, and providing excellent client service. I enjoy working on creative investments and leading strategic initiatives:• Currently spearheading the development of a new investment adviser vertical and its financial products with the goal of reducing the access point to private equity investments.• Consulted for a fintech RIA providing a white-labeled solution for companies to offer investment accounts to their clients for a minimum account size as low as $5. • Managed the strategic launch of a $3B private assets platform at a large UHNW RIA.• Invested $500M in Qualified Opportunity Zone real estate investments.I also spent the majority of my weekends for 3 years studying for my CFA designation. Connect with me on topics related to investing, real estate, and economics!
Listed skills include Microsoft Excel, Customer Service, Leadership, Powerpoint, and 40 others.
Current workplace
Laura (Busch) Whitaker, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Wtrshd Capital
8 roles
Laura (Busch) Whitaker, Cfa work experience
A career timeline built from the work history available for this profile.
Investment Manager
Investment Committee member, spearheading the development of the new investment adviser vertical and its financial products with the goal of reducing the access point for private real estate investments.
Apr 2022 - Oct 2023
Strategy Consultant
Investment Committee Member and strategy consultant working cross-functionally on the firm's primary initiatives.
Nov 2021 - Apr 2022
Senior Associate
Investment Committee Member, performed economic research and manager due diligence, project managed the creation of a $3B+ private assets platform with the launch of 9 private funds, and led investments in a $500M Qualified Opportunity Zone fund.
Jan 2021 - Jul 2021
Associate
Early employee of an UHNW firm that broke off from Goldman Sachs, Investment Committee Member, and cross-functional work in portfolio management, manager research, financial analysis, and reporting.
Jan 2018 - Jan 2021
Senior Analytics Consultant
Helped create the Analytics Consulting vertical and supported large asset managers in their use of FactSet for portfolio management and risk analytics.
Feb 2016 - Jan 2018
Jul 2014 - Jan 2016
May 2013 - Jul 2014
1 education record
Laura (Busch) Whitaker, Cfa education
-
University Of San Diego
FAQ
Frequently asked questions about Laura (Busch) Whitaker, Cfa
Quick answers generated from the profile data available on this page.
What company does Laura (Busch) Whitaker, Cfa work for?
Laura (Busch) Whitaker, Cfa works for Wtrshd Capital.
What is Laura (Busch) Whitaker, Cfa's role at Wtrshd Capital?
Laura (Busch) Whitaker, Cfa is listed as Investment Management & Strategy at Wtrshd Capital.
What is Laura (Busch) Whitaker, Cfa's email address?
AeroLeads has found 1 work email signal at @junipersquare.com for Laura (Busch) Whitaker, Cfa at Wtrshd Capital.
What is Laura (Busch) Whitaker, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 480 for Laura (Busch) Whitaker, Cfa at Wtrshd Capital.
Where is Laura (Busch) Whitaker, Cfa based?
Laura (Busch) Whitaker, Cfa is based in Los Angeles Metropolitan Area, United States, United States while working with Wtrshd Capital.
What companies has Laura (Busch) Whitaker, Cfa worked for?
Laura (Busch) Whitaker, Cfa has worked for Wtrshd Capital, Juniper Square, Atomic Invest, Jordan Park Group, and Factset.
How can I contact Laura (Busch) Whitaker, Cfa?
You can use AeroLeads to view verified contact signals for Laura (Busch) Whitaker, Cfa at Wtrshd Capital, including work email, phone, and LinkedIn data when available.
What schools did Laura (Busch) Whitaker, Cfa attend?
Laura (Busch) Whitaker, Cfa holds Bachelor Of Business Administration (B.B.A.), Business/Managerial Economics from University Of San Diego.
What skills is Laura (Busch) Whitaker, Cfa known for?
Laura (Busch) Whitaker, Cfa is listed with skills including Microsoft Excel, Customer Service, Leadership, Powerpoint, Social Networking, Microsoft Office, Financial Analysis, and Customer Relationship Management.
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