Burt White's Location
Charlotte, NC, US
Burt White's Work
- Chief Strategy Officer @ Carson Group
- Managing Director, Chief Investment Officer, Investor and Investment Solutions @ LPL Financial
- Director of Research / Managing Director @ Wells Fargo
- Analyst @ Mercer
- Investment Analyst @ TSW (Thompson, Siegel & Walmsley LLC)
Burt White's Education
- The College of William and Mary
Bachelor of Business Administration (B.B.A.) (Finance, General)
1988 - 1991 - Lafayette High School
Burt White's Skills
- Asset Allocation
- Series 7
- Wealth Management
- Investment Advisory
- Alternative Investments
Burt White's Summary
Burt White, based in Charlotte, NC, US, is currently a Chief Strategy Officer at Carson Group, bringing experience from previous roles at LPL Financial, Wachovia Securities, Mercer Investments and Thompson, Siegel & Walmsley. 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 contributes valuable insights to the industry. Burt White has 3 emails and 1 mobile phone number on RocketReach.
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