Who is the CEO of Carson? Burt White's Bio

Date
September 27, 2024

Burt White is the CEO of Carson, a financial services firm known for its innovative approach to wealth management. With a background as the Managing Director and Chief Investment Officer at LPL Financial, White brings a wealth of experience and strategic vision to his role. Since joining Carson in 2022, he has led the company through significant growth and transformation.

Who is the CEO of Carson?

Burt White moves from LPL to Carson Group - Investment News

Before taking the helm at Carson, Burt White had a distinguished career at LPL Financial, where he served as Managing Director and Chief Investment Officer for 14 years. His tenure at LPL was marked by the development and implementation of a comprehensive digital and wealth management product organization, aimed at enhancing advisor growth and efficiency. Since joining Carson in 2022, White has been instrumental in transforming the firm's investment platform and steering it through one of its most successful growth periods.

His strategic vision and extensive experience in the financial services industry have positioned him as a pivotal leader at Carson.

Work History

Burt White's extensive career in the financial services industry is marked by his leadership roles at several prominent firms. Here is a summary of his work history:

  • Carson Group: Chief Executive Officer: April 2024 - Present
  • Carson Group: Chief Strategy Officer: April 2022 - May 2024
  • LPL Financial: Managing Director, Chief Investment Officer, Investor and Investment Solutions: November 2007 - March 2022
  • Wachovia Securities: Director of Research / Managing Director: January 1998 - January 2007
  • Mercer Investments: Analyst: January 1995 - January 1998
  • Thompson, Siegel & Walmsley: Investment Analyst: January 1991 - January 1995
  • Education History

    Burt White's educational journey began at Lafayette High School, where he laid the foundation for his future career in finance. Following his high school education, he pursued a Bachelor of Business Administration (B.B.A.) in Finance at William & Mary, one of the nation's premier institutions. From 1988 to 1991, White honed his skills and knowledge in finance, setting the stage for his subsequent success in the financial services industry.

    When did Burt White join Carson?

    In 2022, Burt White joined Carson Group, initially taking on the role of Chief Strategy Officer. His strategic acumen and leadership quickly became evident, leading to his appointment as Chief Executive Officer on April 1, 2024. Since joining Carson, White has been instrumental in driving the firm's growth and transformation, leveraging his extensive experience in the financial services industry. As of now, Burt White has been with Carson for approximately two years, during which he has significantly impacted the company's direction and success.

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