Burt White

Chief Executive Officer, Carson Group
Charlotte Metro,United States
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Who Is Burt White?

Total Experience33 years
CompanyCarson Group
CountryUnited States

Burt White is a highly respected investment strategist with over three decades of experience in the financial services industry. He currently serves as the Chief Strategy Officer for Carson Group, a leading national wealth management firm, where he guides the company's long-term vision and oversees its wealth management platform and investment research. Before joining Carson Group, Burt spent over 13 years as the Chief Investment Officer at LPL Financial, the nation's largest independent broker-dealer. In that role, he was instrumental in shaping the firm's investment philosophy and providing market guidance to thousands of financial advisors. A Chartered Financial Analyst (CFA), Burt is widely recognized for his expertise in market analysis and investment strategy and is a frequent contributor to prominent financial news outlets including CNBC, Bloomberg, and The Wall Street Journal, where he is known for his clear and insightful commentary on economic trends.

Burt White LinkedIn pageCompany Website

How Did Burt White's Career Path Shape Their Journey?

Burt White's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:

Carson Group - Chief Executive Officer(2024 to Present)
LPL Financial - Managing Director, Chief Investment Officer, Investor and Investment Solutions(2007 to 2022)
Wachovia Securities - Director of Research / Managing Director(1998 to 2007)
Mercer Investments - Analyst(1995 to 1998)
Thompson, Siegel & Walmsley - Investment Analyst(1991 to 1995)

What Are Burt White's Key Achievements?

Chief Strategy Officer at Carson Group

Spearheads the strategic direction and growth initiatives for one of the fastest-growing wealth management firms in the country, focusing on enhancing the firm's investment platform and client value proposition.

Chief Investment Officer at LPL Financial

Led the research and investment strategy for the largest independent broker-dealer in the United States for over 13 years, providing guidance that influenced billions of dollars in client assets and shaped the investment decisions of more than 20,000 financial advisors.

Prominent Financial Market Commentator

Established himself as a trusted voice in the financial industry, regularly appearing on major news networks such as CNBC, Bloomberg, and Fox Business to provide expert analysis on market trends, economic data, and investment strategies.

Chartered Financial Analyst (CFA) Charterholder

Earned the prestigious CFA designation, a globally recognized standard for measuring the competence and integrity of financial analysts, demonstrating deep expertise in investment analysis and portfolio management.

What's Burt White's Educational Background?

Bachelor of Business Administration (B.B.A.), Finance, General

The College of William and Mary - Year 1988

Degree Program

Lafayette High School

Buying Intent Signals for Burt White

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Notable news
Hiring actively
Corporate Finance
Corporate Finance
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Corporate Finance

Company Overview

Carson Group
Total employees1514
HeadquartersOmaha
Founded1983

Carson Group is a prominent financial services firm that offers a comprehensive, integrated ecosystem of solutions for financial advisors and their clients. Their services include expert coaching, investment management, and advanced technology aimed at helping advisors grow their businesses and provide exceptional client experiences. The firm focuses on simplifying the complex financial landscape, empowering advisors to become the primary resource for their clients' financial needs.

Company Website
Carson Group Funding Information
Unknown - Total Funding Raised
not applicable - Most recent funding amount
2 - Number of funding rounds
13 Jul, 2021 - Latest funding round
Lead Investors:
Bain Capital

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