Profiel
De heer George B. White is Managing Director & Investor of Investment Solutions bij LPL Financial LLC en Chief Investment Officer, Managing Director & Investor of Investment Solutions bij LPL Financial Holdings, Inc. Hij zit in de Raad van Bestuur van het Money Management Institute. De heer White is verantwoordelijk voor de strategische richting en voortdurende groei van LPL Financials onderzoek, marketing, producten en beleggingsplatforms. Voordat hij in november 2007 bij ons in dienst trad, was de heer White tien jaar lang managing director en director of research bij Wachovia Securities. Hij was ook beleggingsanalist voor Mercer Investment Consulting, waar hij beleggingsadvies verstrekte aan institutionele klanten. Hij begon zijn carrière in de financiële dienstverlening aan de inkoopkant van de markt als research analist voor Thompson, Siegel, and Walmsley, een op waarde gerichte vermogensbeheerder. De heer White behaalde een B.B.A. aan het College of William and Mary.
Actieve functies van George White
| Bedrijven | Functie | Begin |
|---|---|---|
Money Management Institute
Money Management Institute Investment ManagersFinance Provides financial advisory services for individual & institutional investors | Directeur/Bestuurslid | - |
Carson Group, Inc.
Carson Group, Inc. Investment ManagersFinance Provides financial advisory services | Algemeen Directeur | 09-04-2024 |
Carson Group Holdings LLC
Carson Group Holdings LLC Investment ManagersFinance Provides financial advisory services | Algemeen Directeur | 01-04-2024 |
Eerdere bekende functies van George White
| Bedrijven | Functie | Einde |
|---|---|---|
| LPL FINANCIAL HOLDINGS INC. | Chief Investment Officer | 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. | Onderzoeksdirecteur - 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 | - |
Opleiding van George White
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
















