Profil
M. George B. White est Managing Director & Investor of Investment Solutions chez LPL Financial LLC et Chief Investment Officer, Managing Director & Investor of Investment Solutions chez LPL Financial Holdings, Inc. Il est membre du conseil d'administration du Money Management Institute. M. White est responsable de la direction stratégique et de la croissance continue de la recherche, du marketing, des produits et des plateformes d'investissement de LPL Financials. Avant de nous rejoindre en novembre 2007, M. White a été directeur général et directeur de la recherche chez Wachovia Securities pendant dix ans. Il a également été analyste en investissement pour Mercer Investment Consulting, où il a fourni des conseils en investissement à des clients institutionnels. Il a commencé sa carrière dans les services financiers du côté des acheteurs, en tant qu'analyste de recherche pour Thompson, Siegel et Walmsley, un gestionnaire d'actifs axé sur la valeur. M. White est titulaire d'un B.B.A. du College of William and Mary.
Postes actifs de George White
| Sociétés | Poste | Début |
|---|---|---|
Money Management Institute
Money Management Institute Investment ManagersFinance Provides financial advisory services for individual & institutional investors | Directeur/Membre du Conseil | - |
Carson Group, Inc.
Carson Group, Inc. Investment ManagersFinance Provides financial advisory services | Directeur Général | 09/04/2024 |
Carson Group Holdings LLC
Carson Group Holdings LLC Investment ManagersFinance Provides financial advisory services | Directeur Général | 01/04/2024 |
Anciens postes connus de George White
| Sociétés | Poste | Fin |
|---|---|---|
| LPL FINANCIAL HOLDINGS INC. | Directeur en chef des Investissements | 31/03/2022 |
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. | Directeur de Recherche - Fxd Inc | 01/03/2022 |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/10/2007 |
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 | - |
Formation de George White
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 financial advisory services | Finance |
Carson Group Holdings LLC
Carson Group Holdings LLC Investment ManagersFinance Provides financial advisory services | Finance |
















