Profil
Prior to joining Beaumont, Mr. White ran the desk for Capital Analysts of New England, an independent wealth management firm, and then later as the Assistant Portfolio Manager and Operations Director to one of the firm's top managers.
Adam is currently studying to become a CFA charter holder.
Mr. White graduated from Bentley University (formally Bentley College) earning his Bachelor degree in Economics and Finance in 2001.
Anciens postes connus de Adam White
| Sociétés | Poste | Fin |
|---|---|---|
Beaumont Financial Partners LLC
 Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions. | Analyst-Equity | - |
Formation de Adam White
| Bentley University | Undergraduate Degree |
| Boston University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Beaumont Financial Partners LLC
Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions. | Finance |
