Chris White
Directeur/Membre du Conseil chez The Boston Security Analysts Society, Inc.
Profil
Mr. Christopher M.
White, CFA MBA, is a Senior Portfolio Manager at Hemenway Trust Co. LLC.
(HTC) He is on the Board of Directors at The Boston Security Analysts Society, Inc. With over 30 years of investment management experience, he advises individuals, families and nonprofit institutions on their investment portfolios.
He has worked with many of his clients for decades, managing portfolios that combine equity, fixed income and alternative investments.
Serving a broad range of clients, he advises extended families on generational wealth planning, asset allocation and specific investments.
As an advisor to nonprofit institutions, he helps set investment priorities which range from preservation of capital to investment of endowment assets.
He also works with entrepreneurial and business clients, where the focus ranges from asset growth to preservation of capital.
In his role as a Senior Portfolio Manager at HTC, he also provides research and analytical work for the company, with a particular focus on the finance, energy and materials sectors.
Mr. White was previously employed as a Member & Investment Counselor by Marble Harbor Investment Counsel LLC, a Chief Investment Officer & Vice President by Fiduciary Trust Co., a Principal by Shawmut Bank, NA (Boston, Massachusetts), a Vice President by TimesSquare Capital Management, Inc., and a Senior Vice President by Boston Private Bank & Trust Co. Previously, he served as the Chief Investment Officer for a private trust company, and the Chair of the Investment Policy Committee of a prominent private bank.
He received his undergraduate degree from Washington University in St. Louis, a graduate degree from the University of Massachusetts and an MBA from Columbia Business School.
Postes actifs de Chris White
| Sociétés | Poste | Début |
|---|---|---|
| The Boston Security Analysts Society, Inc. | Directeur/Membre du Conseil | - |
Anciens postes connus de Chris White
| Sociétés | Poste | Fin |
|---|---|---|
Hemenway Trust Co. LLC
 Hemenway Trust Co. LLC Investment ManagersFinance Hemenway Trust Co. LLC (Hemenway Trust) is a trust management firm headquartered in Salem, New Hampshire. The firm was founded in 2010 and is owned by Hemenway & Barnes LLP. Hemenway Trust serves as a corporate trustee and provides a full range of wealth advisory and management services to wealthy individuals and families, closely held businesses and nonprofit foundations and organizations. | Analyst-Equity | 01/12/2020 |
Fiduciary Trust Co.
 Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Directeur en chef des Investissements | 30/06/2011 |
| Shawmut Bank, NA (Boston, Massachusetts) | Corporate Officer/Principal | 01/01/1997 |
Cigna Investments, Inc.
 Cigna Investments, Inc. Investment ManagersFinance Cigna Investments, Inc. (CII) is a SEC-registered investment advisor headquartered in Bloomfield, Connecticut. Formerly known as TimesSquare Capital Management, Inc., the firm was founded in 1982 and is a subsidiary of Cigna Investment Group, Inc., ultimately held by The Cigna Group (NYSE: CI), a global health services company. CII provides investment advisory services to institutional clients comprised of Cigna affiliated insurance companies, their respective general and separate accounts, other Cigna affiliated companies, pension plans, charitable organizations and private funds. | Président | 31/12/1992 |
Marble Harbor Investment Counsel LLC
 Marble Harbor Investment Counsel LLC Investment ManagersFinance Marble Harbor Investment Counsel LLC (Marble Harbor) is an independent, SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2005 by Paul Davis. Marble Harbor offers customized investment solutions for individuals, families, endowments, and foundations. | Analyst-Equity | - |
Formation de Chris White
| University of Massachusetts | Graduate Degree |
| Columbia Business School | Masters Business Admin |
| Washington University in St. Louis | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Fiduciary Trust Co.
Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Finance |
Cigna Investments, Inc.
Cigna Investments, Inc. Investment ManagersFinance Cigna Investments, Inc. (CII) is a SEC-registered investment advisor headquartered in Bloomfield, Connecticut. Formerly known as TimesSquare Capital Management, Inc., the firm was founded in 1982 and is a subsidiary of Cigna Investment Group, Inc., ultimately held by The Cigna Group (NYSE: CI), a global health services company. CII provides investment advisory services to institutional clients comprised of Cigna affiliated insurance companies, their respective general and separate accounts, other Cigna affiliated companies, pension plans, charitable organizations and private funds. | Finance |
Boston Private Bank & Trust Co.
 Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Finance |
| Shawmut Bank, NA (Boston, Massachusetts) | Finance |
| The Boston Security Analysts Society, Inc. | |
Marble Harbor Investment Counsel LLC
Marble Harbor Investment Counsel LLC Investment ManagersFinance Marble Harbor Investment Counsel LLC (Marble Harbor) is an independent, SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2005 by Paul Davis. Marble Harbor offers customized investment solutions for individuals, families, endowments, and foundations. | Finance |
Hemenway Trust Co. LLC
Hemenway Trust Co. LLC Investment ManagersFinance Hemenway Trust Co. LLC (Hemenway Trust) is a trust management firm headquartered in Salem, New Hampshire. The firm was founded in 2010 and is owned by Hemenway & Barnes LLP. Hemenway Trust serves as a corporate trustee and provides a full range of wealth advisory and management services to wealthy individuals and families, closely held businesses and nonprofit foundations and organizations. | Finance |
