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 @ Carson Group
2022 - 2024 Chief Strategy Officer @ Carson Group
2007 - 2022 Managing Director, Chief Investment Officer, Investor and Investment Solutions @ LPL Financial
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1998 - 2007 Director of Research and Managing Director @ Wells Fargo
1995 - 1998 Analyst @ Mercer
1991 - 1995 Investment Analyst @ TSW (Thompson, Siegel & Walmsley LLC)
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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

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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 9 mobile phone numbers on RocketReach.

Burt White Emails

Found 2 emails

Burt White Phone Numbers

Found 6 phone numbers

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Others Named Burt White

Burt White

Chief Executive Officer at Carson Group

Charlotte, NC, US
2
- hotmail.com
- carsongroup.com
5+
- +1 650-579-XXXX
- +1 650-245-XXXX
- +1 617-423-XXXX
- +1 631-271-XXXX
- +1 508-435-XXXX
- +1 508-493-XXXX

View Similar Profiles

Top Carson Group Employees

Burt White

Chief Executive Officer at Carson Group

Charlotte, NC, US
2
- hotmail.com
- carsongroup.com
5+
- +1 650-579-XXXX
- +1 650-245-XXXX
- +1 617-423-XXXX
- +1 631-271-XXXX
- +1 508-435-XXXX
- +1 508-493-XXXX
Nick Engelbart

Managing Partner, M and A and Strategy at Carson Group

Omaha, NE, US
2
- carsongroup.com
- gmail.com
4
- +1 402-372-XXXX
- +1 402-932-XXXX
- +1 402-380-XXXX
- +1 402-380-XXXX
Alex Rodawig

Managing Partner, M and A Integration and Advisor Strategy at Carson Group

Denver, CO, US
2
- carsongroup.com
- yahoo.com
5+
- +1 720-878-XXXX
- +1 570-226-XXXX
- +1 866-878-XXXX
- +1 720-947-XXXX
- +1 570-226-XXXX
- +1 402-575-XXXX
Sarah Estep

SVP Product Strategy at Carson Group

Omaha, NE, US
2
- carsongroup.com
- gmail.com
1
- +1 212-294-XXXX
Jake Feuker

Associate Vice President, Business Development at Carson Group

Omaha, NE, US
1
- carsongroup.com
1
- +1 402-980-XXXX
Chelsie Morales

Associate Vice President of Business Development at Carson Group

Omaha, NE, US
2
- carsongroup.com
- dreamweaver.org
4
- +1 402-986-XXXX
- +1 402-779-XXXX
- +1 520-808-XXXX
- +1 402-301-XXXX

View Similar Profiles

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