Chris White

Areas of Expertise: portfolio management, equity research

Website: www.chriswhiteauthor.com

Books: “Working with the Emotional Investor: Financial Psychology for Wealth Managers” with Richard Koonce

Topics Presented in Speeches: emotional investing, three investor personality types (the Fixer, Protector and Survivor), two worlds of investing (low-stakes vs. high-stakes)

Email: cmw2559@gmail.com

Biography:
Chris White has worked as an investment counselor and wealth manager for individuals and institutions for over 25 years. He has invested client monies in individual equities and fixed income, funds and limited partnerships. He has served as chief investment officer at a Boston-based investment firm with over $3 billion of assets under management. Prior to that, White served as head of the equity area at a Boston-based bank. White has written numerous white papers, quarterly investment letters and articles for various investment-oriented publications, including Barron’s, CFA Magazine, Wealthmanagement.com and others. White recently wrote “Working with the Emotional Investor: Financial Psychology for Wealth Managers” with Richard Koonce (Praeger, 2016). White earned his A.B. and M.S. in geology and received his MBA from Columbia Business School, majoring in finance and accounting.