Burt White

Managing Director, Chief Investment Officer
LPL Financial

Burt White is a Managing Director and serves as the firmís Chief Investment Officer. Burtís primary role is to provide strategic investment guidance for LPL Financial and oversee the endeavors of the Research Department. The role includes setting the vision and assuring integrity for the firmís pursuit of conflict-free, objective investment advice. He directs a team of more than 20 analysts and investment professionals providing in-depth research on the global economy and markets, portfolio optimization, mutual funds, separate accounts, fixed income, and alternative investments.

Prior to joining LPL Financial, Burt served as a Managing Director and Director of Research for Wachovia Securities for 10 years. Prior to that assignment, Burt provided investment advice to institutional clients through his role as an Investment Analyst for Mercer Investment Consulting. Burt started his career on the buy-side of the business as a Research Analyst for Thompson, Siegel and Walmsley, a value-oriented asset manager based in Richmond, Virginia.

Burt received his BBA from the College of William and Mary.

With LPL Financial since November 2007.