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Greg Oberholtzer

Senior Managing Director
Office:
New York

‍Gregory S. Oberholtzer, Senior Managing Director - Mr. Oberholtzer has over 30 years of broad investment advisory experience with a focus on alternative asset management and financial product structuring for institutional clients.  Prior to joining WP Global, he was a Director of WestAM where he was responsible for their small and middle market buyouts, special situations and co-investments and was a member of the Private Equity Executive Committee and Investment Committee. Prior to WestAM, Mr. Oberholtzer previously served as the Managing Director and Portfolio Manager of FLI’s Global Derivatives Group and was a Senior Vice President of Products and Strategies.  Prior to FLI, Mr. Oberholtzer was a Director of Jefferies Analytical Trading Group at Jefferies Group, where he was involved in product structure and fund management in equities and listed derivatives.  Mr. Oberholtzer has served as the president of two private financial services companies and was active in a successful family business for several years. He has a B.B.A. from George Washington University.

  • Greg Oberholtzer

    Senior Managing Director
    Office:
    New York
  • Gregory S. Oberholtzer, Senior Managing Director - Mr. Oberholtzer has over 30 years of broad investment advisory experience with a focus on alternative asset management and financial product structuring for institutional clients. Prior to joining WP Global, he was a Director of WestAM where he was responsible for their small and middle market buyouts, special situations and co-investments and was a member of the Private Equity Executive Committee and Investment Committee. Prior to WestAM, Mr. Oberholtzer previously served as the Managing Director and Portfolio Manager of FLI’s Global Derivatives Group and was a Senior Vice President of Products and Strategies. Prior to FLI, Mr. Oberholtzer was a Director of Jefferies Analytical Trading Group at Jefferies Group, where he was involved in product structure and fund management in equities and listed derivatives. Mr. Oberholtzer has served as the president of two private financial services companies and was active in a successful family business for several years. He has a B.B.A. from George Washington University.