The authors
One built the system. One runs the firm.
The twelve IDR Principles emerged from that intersection. Every principle was tested against a production system across more than three thousand screening iterations before it was written in prose. The empirical foundation is not theoretical.
Brandon Veldman, CFA
Co-founder and CEO, Chaos Holdings, LLC
- Co-founder and CEO, Chaos Holdings, LLC
- Builder of TIME, the platform referenced in the book
- Formerly a lead at Palantir Technologies
- CFA Charter, 2017
- Columbia University graduate
Brandon Veldman, CFA is a leader in AI and data strategy with nearly two decades of experience helping organizations turn complexity into clarity and measurable impact. He is the co-founder and CEO of Chaos Holdings, LLC, where he leads the company as it implements AI and automation systems for firms in the $2 to $10M ARR range.
One of Chaos Holdings' initiatives is TIME, the proprietary enterprise application referenced throughout the book, built for modern RIAs and other financial-industry firms to help them grow AUM, protect their time, and strengthen compliance posture by accelerating the review of marketing content and improving the quality of audit files.
Prior to founding Chaos Holdings, Brandon held a lead role at Palantir Technologies, where he helped commercialize the firm's AI technology and guided corporate teams to unlock value from complex data. Earlier in his career, he was a trader on Wall Street. He also serves on the Advisory Board of Whitwell & Co., LLC.
Stefan Whitwell, CFA, CIPM
Founder, Whitwell & Co., LLC
- Founder, Whitwell & Co., LLC (SEC-registered adviser)
- Founder, Living Prepared, LLC and Whitwell Tax & Ledger Co.
- CFA Charter, 2000; holds the CIPM
- The Wharton School, University of Pennsylvania
- Speaks Japanese; trains in Brazilian Jiu-Jitsu
Stefan Whitwell, CFA, CIPM is an entrepreneur and founder. He founded Whitwell & Co., LLC, a nationwide SEC-registered investment advisory firm serving high-net-worth business owners and individuals, with a focus on family-office-level support, proactive tax strategy, and access to non-traditional investments. He also founded Living Prepared, LLC and Whitwell Tax & Ledger Co., LLC, and co-founded Chaos Holdings, LLC with Brandon Veldman.
His experience spans more than three decades across three continents. He began at James D. Wolfensohn, Inc., the M&A advisory boutique, before joining Goldman Sachs as one of the first non-MBAs admitted to the firm's post-graduate global investment banking training program, and later Credit Suisse First Boston. After working abroad, largely in Japan, he built a private investment company before returning to financial services and ultimately building his own advisory firm.
For this book, Stefan runs the practicing firm where every principle was tested. Whitwell & Co. manages real money for real clients under real regulatory oversight, and each principle was evaluated against that firm's compliance workflow before it was written down.
Readers who want to evaluate the authors’ claims against a deployed, production system rather than taking them at face value can find the platform referenced in the book, TIME, at timewrit.com.
Be first to read it
The window is open now.Be ready before it closes.
If Done Right publishes soon. Leave your email and we will send you one note the day it is available, along with early access to the working audit checklist from the book.
Written for the chief compliance officer having the week the policy manual did not plan for, and the owner who controls the budget, authority, and attention to fix it.