![Burt White](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Burt White
Verkställande Direktör på
Carson Group Holdings LLC
Profil
Mr. George B. White is a Chief Executive Officer at Carson Group Holdings LLC and a Chief Executive Officer at Carson Group, Inc. He is on the Board of Directors at Money Management Institute.
Mr. White was previously employed as a Managing Director & Investor of Investment by LPL Financial LLC, a CIO, MD-Investor & Investment Solutions by LPL Financial Holdings, Inc., a Managing Director & Research Director by Wachovia Securities LLC, an Investment Analyst by Hammond Associates Institutional Fund Consultants, Inc., and a Research Analyst by Thompson, Siegel & Walmsley LLC.
He received his undergraduate degree from The College of William & Mary.
Aktiva positioner av Burt White
| Företag | Position | Start |
|---|---|---|
Money Management Institute
 Money Management Institute Investment ManagersFinance Provides financial advisory services for individual & institutional investors | Direktör/Styrelseledamot | - |
Carson Group, Inc.
 Carson Group, Inc. Investment ManagersFinance Provides wealth advisory and asset management services | Verkställande Direktör | 2024-04-09 |
Carson Group Holdings LLC
 Carson Group Holdings LLC Investment ManagersFinance Provides financial advisory services | Verkställande Direktör | 2024-04-01 |
Tidigare kända positioner av Burt White
| Företag | Position | Slut |
|---|---|---|
| LPL FINANCIAL HOLDINGS INC. | Chef för investeringar | 2022-03-31 |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Forskningsdirektör - Fxd Inc | 2022-03-01 |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2007-10-31 |
Thompson, Siegel & Walmsley LLC
 Thompson, Siegel & Walmsley LLC Investment ManagersFinance TSW combines a disciplined, value-driven investment approach with comprehensive operational capabilities and a client-centric culture striving to deliver superior active investment management in a rapidly changing world. | Analyst-Equity | - |
Hammond Associates Institutional Fund Consultants, Inc.
 Hammond Associates Institutional Fund Consultants, Inc. Investment ManagersFinance Provides investment advice | Analyst-Equity | - |
Burt Whites utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
85
Första gradens relationer
9
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 9 |
|---|---|
LPL Financial Holdings, Inc.
 LPL Financial Holdings, Inc. Investment Banks/BrokersFinance Operates as an investment holding company with interests in technology, brokerage and investment advisory services | Finance |
Thompson, Siegel & Walmsley LLC
Thompson, Siegel & Walmsley LLC Investment ManagersFinance TSW combines a disciplined, value-driven investment approach with comprehensive operational capabilities and a client-centric culture striving to deliver superior active investment management in a rapidly changing world. | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
The College of William & Mary
 The College of William & Mary Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hammond Associates Institutional Fund Consultants, Inc.
Hammond Associates Institutional Fund Consultants, Inc. Investment ManagersFinance Provides investment advice | Finance |
Money Management Institute
Money Management Institute Investment ManagersFinance Provides financial advisory services for individual & institutional investors | Finance |
Carson Group, Inc.
Carson Group, Inc. Investment ManagersFinance Provides wealth advisory and asset management services | Finance |
Carson Group Holdings LLC
Carson Group Holdings LLC Investment ManagersFinance Provides financial advisory services | Finance |
