Whit Bundy, Cfa
About Whit Bundy, Cfa
Whit Bundy, CFA, is the Senior Vice President at Brookfield Asset Management and Chief Investment Officer at Maymont Homes, based in the Charleston, South Carolina Metropolitan Area.
Current Roles at Brookfield Asset Management and Maymont Homes
Whit Bundy holds the position of Senior Vice President at Brookfield Asset Management in the Charleston, South Carolina Metropolitan Area. Concurrently, he serves as the Chief Investment Officer at Maymont Homes, which is also located in Charleston, South Carolina. In these capacities, Bundy is involved in managing investments and overseeing strategic decisions to enhance the companies' financial performance and growth.
Previous Experience at Maymont Homes
Before becoming the Chief Investment Officer at Maymont Homes, Whit Bundy served as the Vice President of Acquisitions and Asset Management from 2018 to 2019. During his 10-month tenure in Charleston, South Carolina, he was instrumental in acquiring and managing assets. His work involved critical decision-making and strategies focusing on optimizing asset value and investment returns.
Roles at WestRock Company
Whit Bundy has held multiple positions at WestRock Company, demonstrating significant career progression. His roles ranged from Sr. Manager of Finance (2016-2018) and Manager of Financial Analysis (2013-2016) to Sr. Financial Analyst (2011-2012). Over these years, he was based in Summerville, SC, where he contributed significantly to financial management and analytical functions across various departments.
Educational Background
Whit Bundy earned his MBA from the University of South Carolina, studying from 2007 to 2009. He completed his Bachelor’s degree in Economics at Hampden-Sydney College, where he studied from 2001 to 2005. Prior to his higher education, Bundy attended Heathwood Hall Episcopal School. His academic background laid a strong foundation for his career in finance and investment management.
Career in Debt and Equity Investing
Whit Bundy's career encompasses extensive experience in both debt and equity investing, particularly across major real estate asset classes. His primary focus lies in rental and for-sale residential communities. By operating at the intersection of investments and technology, Bundy utilizes his skills to enhance investment decision-making processes, even developing software in his spare time to aid this endeavor.