![George 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>)
George White
Amministratore Delegato presso
Carson Group Holdings LLC
Profilo
George B. White è amministratore delegato e investitore di soluzioni di investimento presso LPL Financial LLC e amministratore delegato e investitore di soluzioni di investimento presso LPL Financial Holdings, Inc. Fa parte del Consiglio di amministrazione del Money Management Institute. Il signor White è responsabile della direzione strategica e della crescita continua della ricerca, del marketing, dei prodotti e delle piattaforme di investimento di LPL Financials. Prima di unirsi a noi nel novembre 2007, il signor White ha lavorato come amministratore delegato e direttore della ricerca per Wachovia Securities per dieci anni. È stato anche un analista di investimenti per Mercer Investment Consulting, dove ha fornito consigli di investimento a clienti istituzionali. Ha iniziato la sua carriera nei servizi finanziari sul lato degli acquisti come analista di ricerca per Thompson, Siegel e Walmsley, un gestore patrimoniale orientato al valore. Il signor White ha ricevuto un B.B.A. dal College of William and Mary.
Posizioni attive di George White
| Società | Posizione | Inizio |
|---|---|---|
Money Management Institute
 Money Management Institute Investment ManagersFinance Provides financial advisory services for individual & institutional investors | Direttore/Membro del Consiglio | - |
Carson Group, Inc.
 Carson Group, Inc. Investment ManagersFinance Provides financial advisory services | Amministratore Delegato | 09/04/2024 |
Carson Group Holdings LLC
 Carson Group Holdings LLC Investment ManagersFinance Provides financial advisory services | Amministratore Delegato | 01/04/2024 |
Precedenti posizioni note di George White
| Società | Posizione | Fine |
|---|---|---|
| LPL FINANCIAL HOLDINGS INC. | Direttore degli Investimenti | 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. | Direttore della Ricerca - 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 | - |
Formazione di George White
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
85
Relazioni di 1° grado
9
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
