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LPL executive Burt White

Industry Spotlight > Advisors

Ex-LPL Exec Burt White Joins Carson Group

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Burt White, LPL Financial’s former chief investment officer, is now Carson Group’s chief strategy officer and a managing partner. 

About seven months ago, LPL said White would retire from the broker-dealer, where he had worked since November 2007, in March of this year.

Over the years, White has earned a reputation as an entertaining speaker on investment trends, which he would highlight in some presentations while wearing costumes and sharing colorful charts and graphs. 

“Anyone who has spent time with @_BurtWhite knows the most important thing to him is the relationships he has with advisors and their clients. That mentality and belief system couldn’t be more aligned with where we are headed – welcome to @CarsonGroupLLC, Burt!” Carson Group CEO Ron Carson said on Twitter Tuesday. 

White will join Carson’s executive board, which also includes Ron Carson, Co-Presidents Teri Shepherd and Aaron Schaben, Managing Partner Jamie Hopkins and CFO Nick Engelbart.

“What excites me the most about Carson is the opportunity we can seize and the impact we can have … ,” said White. “The world’s greatest new superpower is its adaptability, and I haven’t seen a company rivaling Carson as more equipped to innovate, pioneer and deliver forward-thinking industry thought-leadership at such a rapid pace.”

White cut his teeth as an investment analyst starting in 1991 at Thompson, Siegel & Walmsley. He then went on to work for Mercer Investments (1995-1998) and Wachovia Securities (1998-2007), where he was director of research before moving to LPL.  

“We thank Burt for the contributions he has made to LPL over the last 14 years and wish him well,” the broker-dealer said in a statement.

At Omaha, Nebraska-based Carson, his primary focus will be to enhance “the firm’s strategic opportunities for growth across the entire spectrum of corporate and investment strategy,” including “how the industry shows and talks about wealth,” according to a press release.

Carson includes 120 partners who collectively manage $20 billion in assets.

White will continue to live in the Charlotte, North Carolina, metro area.

Pictured: Burt White. Photo via Twitter.


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