Erica S. White, CFA

Principal, Investment Counselor

Erica joined the firm in 2015. She advises institutions, individuals and families, managing portfolios targeted to help them meet their financial goals. A native of western Massachusetts, Erica’s experience includes seven years working with institutional investors at Convexity Capital Management in Boston, Massachusetts. Erica is an active member of the Wellesley College Club of Pasadena.

Diamond

“I care deeply about prioritizing our clients’ individual goals, creating portfolios and financial plans to meet their unique objectives and impart peace of mind in the process.”

AFFILIATIONS

Board Member, Wellesley College Club of Pasadena
CFA Society of Los Angeles
CFA Institute
100 Women in Finance
Women in Institutional Investments Network

EDUCATION

Wellesley College, Bachelor of Arts, Phi Beta Kappa, 2008

 

CERTIFICATIONS

Chartered Financial Analyst, 2015

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