Burt White Email & Phone Number
Chief Executive Officer @ Carson Group
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Burt White Location
- Charlotte, NC, US
Burt White Work
- 2024 -now Chief Executive Officer @
- 2022 -2024 Chief Strategy Officer @
- 2007 -2022 Managing Director, Chief Investment Officer, Investor and Investment Solutions @
- 1998 -2007 Director of Research and Managing Director @
- 1995 -1998 Analyst @
- 1991 -1995 Investment Analyst @
Burt White Education
- The College of William and Mary
Bachelor of Business Administration (B.B.A.) (Finance, General)
1988-1991 - Lafayette High School
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 2 emails and 5 mobile phone numbers on RocketReach.
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Top Carson Group Employees
Randy Harrison
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Omaha, NE, US
Teri Armbruster
VP, Sales Management and Enablement
Omaha, NE, US
Janet Anderson
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Omaha, NE, US
Lantz Hunt
SVP, Chief Integrations Officer
Omaha, NE, US
Heather Carter
Chief Marketing Officer
Charlotte, NC, US
Dan Tobin
Chief Operating Officer
Omaha, NE, US
Norie Rich
SVP, HR Strategy and Operations
Omaha, NE, US
Liz Fishbaugh
Vice President, Business Development
Omaha, NE, US
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