Joseph P. White, CFA®, CFP®, CDFA®
Joe joined Johnson Investment Counsel in 2018 and serves as a Portfolio Manager. He holds the Chartered Financial Analyst® (CFA®) designation, CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the Certified Divorce Finance Analyst® designation and a Master's Degree in Accountancy from Wright State University. Joe works directly with high-net-worth families and individuals in providing integrated wealth management services.
His focus includes developing complex, actionable solutions that blend portfolio management, retirement planning, tax planning, charitable planning and estate planning to assist clients in accomplishing their objectives.
Joe serves on the Board of Trustees for Mental Health America of Ohio and the Finance Committee for his church.
Joe is a Professional Advisory Group member of the Catholic Foundation of Ohio and a member of the Columbus CFA Society.
Phone: (614) 365-9103 | Email: jwhite@johnsoninv.com | Website: www.johnsoninv.com
