Profil
Mr. Jeffrey H.
White, CFA MBA, is a Senior Financial Advisor & Founder at Wingate Wealth Advisors, Inc. He has over 30 years of experience to advising clients on complex family financial planning issues.
Mr. White is a Co-Founder of Wingate, and has been a Principal since its inception in 1986.
He holds a Bachelor of Arts Degree from Holy Cross College, a Master of Science in Taxation from Bentley University, a Master of Science in Finance from Bentley University, and a MBA from Northeastern University.
Postes actifs de Jeffrey Hayden White
| Sociétés | Poste | Début |
|---|---|---|
Wingate Wealth Advisors, Inc.
Wingate Wealth Advisors, Inc. Investment ManagersFinance Wingate Wealth Advisors encompasses investment outlook, asset allocations, fund selections, asset allocation risks, and general investment risks. | Fondateur | 01/01/1986 |
Formation de Jeffrey Hayden White
Expériences
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Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
College of the Holy Cross (Massachusetts)
College of the Holy Cross (Massachusetts) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bentley University
Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wingate Wealth Advisors, Inc.
Wingate Wealth Advisors, Inc. Investment ManagersFinance Wingate Wealth Advisors encompasses investment outlook, asset allocations, fund selections, asset allocation risks, and general investment risks. | Finance |
















