Bob White

Gestionnaire de Portefeuille-Actions chez HighTower Advisors LLC

Profil

Mr. Robert C.
White is a Managing Director & Partner at HighTower Advisors LLC.
He leads the firm’s financial planning division, manages the firm’s discretionary mutual fund portfolio, and oversees annuities, life insurance policies, and several of the firm’s day-to-day operational activities.
He works closely with clients to create and monitor comprehensive, multi-generational financial plans.
He specializes in stock option exercise strategies for corporate executives as well as 401(k) plan design and management.
Mr. White was employed as a Vice President of Investments by UBS Financial Services, Inc. While at UBS, he earned the UBS Private Wealth Advisor title, a designation reserved for select financial advisors equipped to handle ultra-high net worth clientele.
He was honored by Forbes in their 2017 list of “America’s Top Next Generation Wealth Advisors”, and was ranked #5 on On Wall Street’s annual “Top 40 Under 40” advisor list in 2016.
Mr. White holds a degree in Finance from the University of Delaware.
He became a Certified Financial Planner in 2007 and has also earned the designations of ChFC (Chartered Financial Consultant, The American College), CRPS (Chartered Retirement Plans Specialists, College of Financial Planning), CLU (Chartered Life Underwriter, The American College) and AIF (Accredited Investment Fiduciary, fi360).

Postes actifs de Bob White

Sociétés	Poste	Début
HighTower Advisors LLC	Gestionnaire de Portefeuille-Actions	01/07/2010

Anciens postes connus de Bob White

Sociétés	Poste	Fin
UBS Financial Services, Inc.	Corporate Officer/Principal	31/07/2010

Formation de Bob White

University of Delaware

Undergraduate Degree