Our President & CEO
Jeff W. White
Jeff leads a growing team of independent financial professionals providing advisory services to a broad range of clients ranging from Fortune 500 companies to law firms, healthcare organizations, retirement plans, foundations and individuals.
An honors graduate of Wharton with an MBA in Economics and a BS in Finance from Iowa State University, Jeff holds Series 7, 24, 63 and 65 securities registrations. He holds both the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations with over 40 years experience in serving a wide ranging clientele. He has been on Advisory Boards of four major financial companies, has lectured in Universities and numerous regional financial forums.
Jeff served as a U.S. Navy Officer in the Far East and in Naval Air Intelligence as a reserve officer. He has carried on his love of the sea by sailing his boats in ocean races and cruising from Maine to the Caribbean.
Jeff and his wife Donna live in Radnor, PA and Palmas del Mar, Puerto Rico. They have two successful children, (both with advanced degrees), and four grandchildren. The Whites love to travel and have been in more than half of the countries in the world.