As Managing Director of Research and Chief Investment Officer, Burt White is responsible for the strategic direction and continued growth of the LPL Financial Research platform. His role includes setting the vision for superior research capabilities and enabling the delivery of conflictfree, objective investment advice by LPL Financial advisors. He provides day-to-day oversight of the Research team, which focuses on providing financial advisors with unbiased investment research about mutual funds, separate accounts, alternative investments, asset allocation strategies, financial markets, and the economy. He is also regularly sought after to speak to the national media—including CNBC, Fox Business, Bloomberg, and others.
Prior to joining LPL Financial in 2007, Mr. White served as a managing director and director of research for Wachovia Securities for 10 years. Mr. White also was an investment analyst for Mercer Investment Consulting, where he provided investment advice to institutional clients. He started his financial services career on the buy side of the business as a research analyst for Thompson, Siegel, and Walmsley, a value-oriented asset manager.
Mr. White received a bachelor of business administration from the College of William and Mary and is Series 7, 24, 63, 65, and 87 registered through LPL Financial.