Bio
// Email Me
(937) 461-4877
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