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 8 mobile phone numbers on RocketReach.
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