Bio

Joseph P. White, CFA, CFP®

Joseph P. White, CFA, CFP®

Portfolio Manager
Wealth Management Services, Columbus

Joe joined Johnson Investment Counsel in 2018 and serves as an Portfolio Manager. He holds the Chartered Financial Analyst® (CFA®) designation and CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. 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
 

Memberships

CFA Society of Dayton