![Geoff 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>)
Geoff White
Amministratore Delegato presso
GRP Financial Services Corp. /California/
Profilo
Mr. Geoffrey R.
White is a Chief Executive Officer at Global Retirement Partners LLC and GRP Financial Services Corp.
Prior to GRP, he was SVP of Business Development at LPL Financial, the largest independent broker dealer, recruiting some of the country’s best consultants.
Mr. White started in the retirement plan aggregator space with NRP in December of 2004 as one of its founding partners.
While working with the firm in its infancy stages, he had been instrumental in transforming the company from an idea and a concept to one of the country’s most recognized retirement plan consulting firms.
He began his career as Regional Vice President for Blackrock covering Southern California.
Mr. White graduated from Providence College.
Posizioni attive di Geoff White
| Società | Posizione | Inizio |
|---|---|---|
GRP Financial Services Corp. /California/
 GRP Financial Services Corp. /California/ Financial ConglomeratesFinance Provides financial services | Amministratore Delegato | 01/09/2018 |
Global Retirement Partners LLC
 Global Retirement Partners LLC Investment ManagersFinance GRP utilizes fundamental or technical analysis techniques in formulating investment advice or managing assets for clients. They tailor their advisory services to client’s individual needs based on meetings and completion of a client profile. | Amministratore Delegato | 01/08/2017 |
Precedenti posizioni note di Geoff White
| Società | Posizione | Fine |
|---|---|---|
National Retirement Partners, Inc.
 National Retirement Partners, Inc. Miscellaneous Commercial ServicesCommercial Services Provides retirement plan and wealth management services | Corporate Officer/Principal | 21/06/2010 |
State Street Research & Management Co.
 State Street Research & Management Co. Investment Banks/BrokersFinance SSR combines bottom-up stock selection with quantitative risk controls. The Asset Allocation committee formulates the asset allocation strategy based upon the relative attractiveness, variability and correlation between the equity and fixed income markets. The committee reviews a wide range of factors that include forecasts of corporate earnings, liquidity and an assessment of macroeconomic trends. The committee formally reviews allocation targets on a monthly basis. For active equity management they combine bottom-up stock selection based on comprehensive fundamental research with explicit sector weighting decisions and quantitative risk management. Teams manage portfolios. SSR believes that fixed income security prices respond to economic fundamentals in predictable but not perfectly efficient ways. They seek to identify opportunities created by these inefficiencies through fundamental research supported by quantitative risk controls. | Corporate Officer/Principal | - |
Formazione di Geoff White
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
12
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
State Street Research & Management Co.
State Street Research & Management Co. Investment Banks/BrokersFinance SSR combines bottom-up stock selection with quantitative risk controls. The Asset Allocation committee formulates the asset allocation strategy based upon the relative attractiveness, variability and correlation between the equity and fixed income markets. The committee reviews a wide range of factors that include forecasts of corporate earnings, liquidity and an assessment of macroeconomic trends. The committee formally reviews allocation targets on a monthly basis. For active equity management they combine bottom-up stock selection based on comprehensive fundamental research with explicit sector weighting decisions and quantitative risk management. Teams manage portfolios. SSR believes that fixed income security prices respond to economic fundamentals in predictable but not perfectly efficient ways. They seek to identify opportunities created by these inefficiencies through fundamental research supported by quantitative risk controls. | Finance |
National Retirement Partners, Inc.
National Retirement Partners, Inc. Miscellaneous Commercial ServicesCommercial Services Provides retirement plan and wealth management services | Commercial Services |
Providence College
 Providence College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Global Retirement Partners LLC
Global Retirement Partners LLC Investment ManagersFinance GRP utilizes fundamental or technical analysis techniques in formulating investment advice or managing assets for clients. They tailor their advisory services to client’s individual needs based on meetings and completion of a client profile. | Finance |
GRP Financial Services Corp. /California/
GRP Financial Services Corp. /California/ Financial ConglomeratesFinance Provides financial services | Finance |
