Bio
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(937) 461-4877
Joseph P. White, CFA, CFP®
Associate Portfolio Manager
Wealth Management Services, Dayton
Joe joined Johnson Investment Counsel in 2018 and serves as an Associate Portfolio Manager. 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