Whit SlocumAssistant Vice President
Mr. Slocum is an Assistant Vice President in the Mergers & Acquisitions Group of Chaffe & Associates, Inc., which focuses on providing M&A services to lower middle market clients across a broad spectrum of industries. Mr. Slocum specializes in valuations, database and industry research of public equity and debt markets, as well as the construction of offering memorandums and other marketing documents.
Prior to joining Chaffe & Associates, Mr. Slocum was an Associate Director in UBS’s Fund Services Department at the Wealth Management home office in New Jersey. Mr. Slocum joined UBS as a Product Specialist in the Mutual Fund Consulting Services Department.
In May of 2011, Mr. Slocum earned his MBA from the A.B. Freeman School of Business at Tulane University, majoring in Finance, Energy Markets and International Business. Mr. Slocum also earned his BSM degree from Tulane University with a Legal Studies in Business concentration. Mr. Slocum is licensed with the Financial Industry Regulatory Authority (FINRA) as a registered representative and holds the series 7, 79 and 63 licenses.