Profil
Mr. Douglas E.
White, CFA MBA, is a Senior Vice President at Winslow, Evans & Crocker, Inc. Mr. White is a manager.
In this capacity, he provides market and economic overviews and investment strategies for the Registered Investment Advisors and Financial Planners of the firm.
Additionally, he chairs the firm’s Investment Policy Committee and is responsible for asset allocation and fund manager selections for the Winslow Preferred Portfolios.
For the past twenty-five years, Mr. White has provided separate account, individually tailored portfolio management services for his clients.
By using a top down view of markets and economies in combination with a bottom up analysis of sectors and industries, he builds portfolios of tax-free and taxable income securities and equities to meet the investment objectives of individuals and trusts.
Prior to joining Winslow, he was a Managing Director for the Private Client Division of Detwiler, Fenton & Co.; Vice President at the JPMorgan Private Bank (Boston); and, prior to that, a Vice President at PaineWebber, Inc.
He received his B.S.
in Electrical Engineering, with honors, from Northeastern University in 1973 and his MBA from Harvard Business School in 1976.
Mr. White is a Chartered Financial Analyst and a member of the CFA Institute and the Boston Security Analysts Society.
Ehemalige bekannte Positionen von Douglas Edward White
| Unternehmen | Position | Ende |
|---|---|---|
Winslow, Evans & Crocker, Inc. (Investment Management)
 Winslow, Evans & Crocker, Inc. (Investment Management) Investment ManagersFinance Winslow, Evans & Crocker, Inc. (Investment Management) (Winslow-IM) is the investment management division of Winslow, Evans & Crocker, Inc., a broker/dealer firm headquartered in Boston, Massachusetts. National Holdings Corp., which is owned by B. Riley Financial, Inc. (NASDAQ: RILY). Founded in 1991, Winslow-IM provides asset management services to individual and institutional clients. | Chief Investment Officer | 01.03.2021 |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Corporate Officer/Principal | - |
| PaineWebber, Inc. | Corporate Officer/Principal | - |
Detwiler Fenton & Co.
 Detwiler Fenton & Co. Investment Banks/BrokersFinance Detwiler Fenton & Co., formerly Detwiler, Mitchell, Fenton & Graves, Inc. is a broker/dealer headquartered in Boston. The firm traces its origins to 1962 with the founding of Fechtor, Detwiler & Co., which merged with JMC Group in August 1999. Detwiler Fenton & Co. is a subsidiary of Detwiler Fenton Group, Inc. (DMCD.PK). The firm's 2 major divisions are the capital markets group and the private client group. Detwiler Fenton Capital Markets provides insightful, timely and focused research across a variety of technology and consumer industry verticals. All of the firm's research is published by licensed analysts. Their research team seeks to generate value-added investment ideas through in-depth research, using a mosaic approach to identify, analyze and understand changing business and market dynamics that can be translated into investment strategy. The firm's research notes are distributed daily to clients. Detwiler Fenton Capital Markets provides investment and brokerage services to institutional investors. Detwiler Fenton & Co.'s private client group provides wealth management services to high net-worth individuals. Their services include: portfolio management, brokerage services, alternative investments, retirement planning, mutual funds and corporate trustee services through NFS. | Corporate Officer/Principal | - |
Ausbildung von Douglas Edward White
| Northeastern University | Undergraduate Degree |
| Harvard University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Detwiler Fenton & Co.
Detwiler Fenton & Co. Investment Banks/BrokersFinance Detwiler Fenton & Co., formerly Detwiler, Mitchell, Fenton & Graves, Inc. is a broker/dealer headquartered in Boston. The firm traces its origins to 1962 with the founding of Fechtor, Detwiler & Co., which merged with JMC Group in August 1999. Detwiler Fenton & Co. is a subsidiary of Detwiler Fenton Group, Inc. (DMCD.PK). The firm's 2 major divisions are the capital markets group and the private client group. Detwiler Fenton Capital Markets provides insightful, timely and focused research across a variety of technology and consumer industry verticals. All of the firm's research is published by licensed analysts. Their research team seeks to generate value-added investment ideas through in-depth research, using a mosaic approach to identify, analyze and understand changing business and market dynamics that can be translated into investment strategy. The firm's research notes are distributed daily to clients. Detwiler Fenton Capital Markets provides investment and brokerage services to institutional investors. Detwiler Fenton & Co.'s private client group provides wealth management services to high net-worth individuals. Their services include: portfolio management, brokerage services, alternative investments, retirement planning, mutual funds and corporate trustee services through NFS. | Finance |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Finance |
| PaineWebber, Inc. | Finance |
Winslow, Evans & Crocker, Inc. (Investment Management)
Winslow, Evans & Crocker, Inc. (Investment Management) Investment ManagersFinance Winslow, Evans & Crocker, Inc. (Investment Management) (Winslow-IM) is the investment management division of Winslow, Evans & Crocker, Inc., a broker/dealer firm headquartered in Boston, Massachusetts. National Holdings Corp., which is owned by B. Riley Financial, Inc. (NASDAQ: RILY). Founded in 1991, Winslow-IM provides asset management services to individual and institutional clients. | Finance |
