LPL Financial Corporate Research Team
Burt White, LPL Financial Chief Investment Officer
Burt White serves as the Chief Investment Officer of LPL Financial. Burt's primary role is to provide the strategic guidance for the Research Department. The role includes setting the vision and assuring integrity for the firm's pursuit of conflict-free, objective investment advice. He directs a team of analysts and investment professionals, providing in-depth research on the global economy and markets, portfolio optimization, mutual funds, separate accounts, fixed income, alternative investment strategies and portfolio construction. Prior to joining the firm in 2007, he served as a Managing Director and Director of research for Wachovia Securities for ten years. Mr. White 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.
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