John C. White, Cfa
About John C. White, Cfa
John C. White, CFA, serves as the Chief Learning Officer at The Colony Group, a position he has held since October 2020, after previously serving as Chief Administrative Officer. He has extensive experience in finance and investment management, having held various leadership roles in multiple firms over his career.
Current Role at Colony Group
John C. White serves as the Chief Learning Officer at The Colony Group since October 2020. In this role, he focuses on enhancing employee development and social capital across all Colony offices. Prior to this position, he held the title of Chief Administrative Officer from March 2015 to October 2020. His responsibilities include overseeing the Richmond office and implementing strategic initiatives that align with the company's mission and vision.
Professional Background
John C. White has extensive experience in the financial services sector. He began his career at Thompson, Siegel & Walmsley as an Assistant Portfolio Manager/Administrator from 1994 to 1997. He then worked at Evergreen Investments as Associate Vice President from 1997 to 2000. His career progressed with roles at Wachovia Securities as Assistant Vice President - Equity Research (2000-2005) and Davenport & Company LLC as Vice President - Senior Equity Research Analyst (2005-2006). He also served as Vice President, Head of Portfolio Management & Operations at Wealthcare Capital Management (2007-2009) and as Managing Partner/CEO at Mentor Wealth Management, LLC (2009-2013). Before joining The Colony Group, he worked at CapGroup Advisors, LLC as Chief Operating Officer and Chief Compliance Officer from 2013 to 2015.
Educational Qualifications
John C. White earned his MBA from the University of Richmond - Robins School of Business, where he studied from 1992 to 1994. He also holds a Bachelor of Science in Business Administration with a focus on International Relations from Bucknell University, where he studied from 1988 to 1992. His foundational education was completed at St. Christopher's School from 1975 to 1988.
Interests and Personal Life
John C. White has personal interests that include coaching and playing sports, as well as entertaining friends and traveling. He has a particular affinity for New Orleans culture and activities, reflecting his diverse interests outside of his professional commitments.