Erica S. White, CFA, CIC

Principal, Investment Counselor

(626) 792-2228  

Erica joined the firm in 2015 and works on all aspects of portfolio construction and management. Drawing upon over 10 years of investment experience, she advises institutions, individuals and families, managing portfolios targeted to help them meet their financial goals. Erica’s experience includes seven years working with institutional investors at Convexity Capital Management in Boston, Massachusetts. She also has a background in alternative investments, compliance, and investor relations.

Erica is a native of western Massachusetts. She graduated Phi Beta Kappa from Wellesley College in 2008 and is a Board member of the Wellesley College Club of Pasadena. She became a Chartered Financial Analyst (CFA) charterholder in 2015 and received the Chartered Investment Counselor (CIC) designation in 2020.

“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.”

Board Member, Treasurer, Wellesley College Club of Pasadena
CFA Society of Los Angeles
CFA Institute
100 Women in Finance
Women in Institutional Investments Network
Wellesley College, Bachelor of Arts, Phi Beta Kappa, 2008

Chartered Financial Analyst, 2015
Chartered Investment Counselor, 2020

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