Woodson Whitehead, CPA

Senior Managing Director, Principal

Woodson works with Green Square families to develop their investment strategies and manage the asset allocation process. He joined Green Square in 2013 after working for Credit Suisse Securities, where he advised on and executed more than $15 billion of leveraged finance transactions. Previously, he was with Deloitte & Touche, where he primarily provided audit and attestation services to companies in the financial services industry. Woodson received his Master of Business Administration degree from the Darden School of Business at the University of Virginia. At Southern Methodist University, he received his Bachelor of Business Administration and Bachelor of Arts degrees in Economics, with honors, as well as his Master of Science degree in Accounting. Woodson is a CPA and holds a Series 65 license.