Burt White Email & Phone Number
Chief Executive Officer @ Carson Group
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Burt White Location
- Charlotte, NC, US
Burt White Work
- Chief Executive Officer @ (April 2024 - Present)
- Chief Strategy Officer @ (April 2022 - May 2024)
- Managing Director, Chief Investment Officer, Investor and Investment Solutions @ (November 2007 - March 2022)
- Director of Research and Managing Director @ (January 1998 - January 2007)
- Analyst @ (January 1995 - January 1998)
- Investment Analyst @ (January 1991 - January 1995)
Burt White Education
- The College of William and Mary
Bachelor of Business Administration (B.B.A.) (Finance, General)
1988-1991
Burt White Skills
- Asset Allocation
- Series 7
- Wealth Management
- Investment Advisory
- Alternative Investments
Burt White Summary
- Burt White, based in Charlotte, NC, US, is currently a Chief Executive Officer at Carson Group. Burt White brings experience from previous roles at Carson Group, LPL Financial, Wachovia Securities and Mercer Investments. Burt White holds a 1988 - 1991 Bachelor of Business Administration (B.B.A.) in Finance, General @ The College of William and Mary. With a robust skill set that includes Asset Allocation, Series 7, Wealth Management, Investment Advisory, Alternative Investments and more. Burt White has 4 emails and 8 mobile phone numbers on RocketReach.
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