Bio
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(937) 461-4877
Joseph P. White, CFA, CFP®
Portfolio Manager Assistant
Wealth Management, Dayton
Joe joined Johnson Investment Counsel in 2018 and is a Portfolio Manager Assistant. He holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. Before joining the firm, he was an intern at Buckingham Capital Management, as well as Brady Ware & Company.
Relevant Work Experience
Buckingham Capital Management, Intern
Brady Ware & Company, Intern
Education
Wright State University, M.S. Accountancy
Wright State University, B.S. Accountancy & Finance
Community Involvement
Dayton CFA Society
Programming Committee Member
South Dayton Knights
Volunteer Junior High Basketball Coach
Memberships
CFA Society of Dayton
Highlights & Recognition
Magna Cum Laude