Profil
Herr George B. White ist Managing Director & Investor of Investment Solutions bei LPL Financial LLC und Chief Investment Officer, Managing Director & Investor of Investment Solutions bei LPL Financial Holdings, Inc. Er ist Mitglied des Vorstands des Money Management Institute. Herr White ist verantwortlich für die strategische Ausrichtung und das weitere Wachstum von LPL Financials Research, Marketing, Produkten und Investmentplattformen. Bevor er im November 2007 zu uns kam, war Herr White zehn Jahre lang als Managing Director und Director of Research für Wachovia Securities tätig. Außerdem war er als Investmentanalyst für Mercer Investment Consulting tätig, wo er institutionelle Kunden beriet. Er begann seine Finanzdienstleistungskarriere auf der Käuferseite als Research-Analyst für Thompson, Siegel und Walmsley, einem wertorientierten Vermögensverwalter. Herr White erhielt einen B.B.A. vom College of William and Mary.
Aktive Positionen von George White
| Unternehmen | Position | Beginn |
|---|---|---|
Money Management Institute
Money Management Institute Investment ManagersFinance Provides financial advisory services for individual & institutional investors | Direktor/Vorstandsmitglied | - |
Carson Group, Inc.
Carson Group, Inc. Investment ManagersFinance Provides financial advisory services | Vorstandsvorsitzender | 09.04.2024 |
Carson Group Holdings LLC
Carson Group Holdings LLC Investment ManagersFinance Provides financial advisory services | Vorstandsvorsitzender | 01.04.2024 |
Ehemalige bekannte Positionen von George White
| Unternehmen | Position | Ende |
|---|---|---|
| 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. | Forschungsdirektor - 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 | - |
Ausbildung von George White
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
















