Brian White
Managing Director
Brian services institutional clients by providing counsel and guidance on fund menu design, manager selection, vendor due diligence, investment policy statements, performance monitoring and overall investment management. He is co-chair of the firm's Recordkeeper Oversight Council. Brian joined the firm in 2007 as a Performance Analyst and held many positions within the firm on his path to Senior Vice President.
Previously, he was a Client Service Specialist for Chase Investment Services and Scudder Investments. He graduated with a BA from the University of Northern Iowa.
Previously, he was a Client Service Specialist for Chase Investment Services and Scudder Investments. He graduated with a BA from the University of Northern Iowa.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
