Profil
Mr. Douglas E.
White, CFA MBA, is a Senior Vice President at Winslow, Evans & Crocker, Inc. Mr. White is a manager.
In this capacity, he provides market and economic overviews and investment strategies for the Registered Investment Advisors and Financial Planners of the firm.
Additionally, he chairs the firm’s Investment Policy Committee and is responsible for asset allocation and fund manager selections for the Winslow Preferred Portfolios.
For the past twenty-five years, Mr. White has provided separate account, individually tailored portfolio management services for his clients.
By using a top down view of markets and economies in combination with a bottom up analysis of sectors and industries, he builds portfolios of tax-free and taxable income securities and equities to meet the investment objectives of individuals and trusts.
Prior to joining Winslow, he was a Managing Director for the Private Client Division of Detwiler, Fenton & Co.; Vice President at the JPMorgan Private Bank (Boston); and, prior to that, a Vice President at PaineWebber, Inc.
He received his B.S.
in Electrical Engineering, with honors, from Northeastern University in 1973 and his MBA from Harvard Business School in 1976.
Mr. White is a Chartered Financial Analyst and a member of the CFA Institute and the Boston Security Analysts Society.
Tidigare kända positioner av Douglas Edward White
| Företag | Position | Slut |
|---|---|---|
Winslow, Evans & Crocker, Inc. (Investment Management)
Winslow, Evans & Crocker, Inc. (Investment Management) Investment ManagersFinance Profile Unavailable. | Chef för investeringar | 2021-03-01 |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance Provides corporate, investment banking, consumer and commercial banking, asset management, payment & security solutions | Företagsledare/Principal | - |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Företagsledare/Principal | - |
Detwiler Fenton & Co.
Detwiler Fenton & Co. Investment Banks/BrokersFinance Provides brokerage services | Företagsledare/Principal | - |
Douglas Edward Whites utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 6 |
|---|---|
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance Provides corporate, investment banking, consumer and commercial banking, asset management, payment & security solutions | Finance |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Detwiler Fenton & Co.
Detwiler Fenton & Co. Investment Banks/BrokersFinance Provides brokerage services | Finance |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Winslow, Evans & Crocker, Inc. (Investment Management)
Winslow, Evans & Crocker, Inc. (Investment Management) Investment ManagersFinance Profile Unavailable. | Finance |
















