Bob White
Portfolio Manager-Equities at HighTower Advisors LLC
Profile
Mr. Robert C.
White is a Managing Director & Partner at HighTower Advisors LLC.
He leads the firm’s financial planning division, manages the firm’s discretionary mutual fund portfolio, and oversees annuities, life insurance policies, and several of the firm’s day-to-day operational activities.
He works closely with clients to create and monitor comprehensive, multi-generational financial plans.
He specializes in stock option exercise strategies for corporate executives as well as 401(k) plan design and management.
Mr. White was employed as a Vice President of Investments by UBS Financial Services, Inc. While at UBS, he earned the UBS Private Wealth Advisor title, a designation reserved for select financial advisors equipped to handle ultra-high net worth clientele.
He was honored by Forbes in their 2017 list of “America’s Top Next Generation Wealth Advisors”, and was ranked #5 on On Wall Street’s annual “Top 40 Under 40” advisor list in 2016.
Mr. White holds a degree in Finance from the University of Delaware.
He became a Certified Financial Planner in 2007 and has also earned the designations of ChFC (Chartered Financial Consultant, The American College), CRPS (Chartered Retirement Plans Specialists, College of Financial Planning), CLU (Chartered Life Underwriter, The American College) and AIF (Accredited Investment Fiduciary, fi360).
Bob White active positions
Companies | Position | Start |
---|---|---|
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Portfolio Manager-Equities | 30/06/2010 |
Former positions of Bob White
Companies | Position | End |
---|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 30/07/2010 |
Training of Bob White
University of Delaware | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
---|---|
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
- Stock Market
- Insiders
- Bob White