WP Global Partners provides global institutional clients with portfolio exposure to private equity, venture capital, and private debt investments through strategically tailored investment programs utilizing primary investment research, portfolio modeling, and three decades of private equity experience. Their objective is to achieve the highest risk adjusted return of the asset class and to fulfill our fiduciary responsibilities with the highest level of integrity.

Investment Management

WP Global Partners

WP Global Partners' headquarters in Chicago, IL, United States

Donald Phillips

Kerry Freeman

Bijal Shah

Joseph Berry

Tom Thompson

Celia Chapman

Gregory Oberholtzer

Traci Breen

Jennifer Concannon

The Leadership Team at WP Global Partners is responsible for setting the strategic direction of the firm, ensuring alignment with the company’s mission of delivering exceptional risk-adjusted returns. This team of experienced executives collaborates on investment strategy development, oversees operational performance, and upholds the highest standards of fiduciary responsibility and integrity across all client engagements. They leverage their extensive industry expertise to navigate market dynamics and drive overall growth for the firm and its institutional clients.

Leadership Team

The Accounting and Finance team at WP Global Partners manages the company's financial health and compliance by overseeing financial reporting, fund accounting, tax management, and internal controls. They ensure accurate financial records, efficient tax strategies, and fiscal integrity, supporting investment programs and fiduciary responsibilities.

Accounting and Finance

The Compliance and Operations team at WP Global Partners ensures all investment activities adhere to regulatory standards and internal policies. They manage risk, oversee operational efficiency, and uphold fiduciary responsibilities, ensuring the highest levels of integrity and compliance across all business functions.

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WP Global Partners

Org chart

Teams

Leadership Team

Accounting and Finance

Compliance and Operations

Offices

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WP Global Partners

Org chart

Teams

Leadership Team

Accounting and Finance

Compliance and Operations

Offices

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