Chris White, CFA, is an experienced wealth management advisor and strategist who has invested on behalf of hundreds of individuals, families, couples, and institutions for over 25 years. As a result of his work, he has developed a deep knowledge of human psychology, and come to understand how human emotions, life experience, and family history (more than rationality) typically drive decisions people make about their money.
Chris is frequently interviewed on wealth management and investment planning topics by the print and broadcast press. He also speaks regularly on wealth management and investment planning topics before a wide variety of business and professional audiences around the country. Recent audiences for his presentations have included the Family Office Exchange, the CFA Institute, and the wealth management unit of a major international bank.
Chris is a member of the CFA Institute, the Boston Security Analysts Society, and the Boston Economics Club.
An avid sailor, he splits his time between Boston, MA and Cape Cod.
“The study of people’s emotional natures has been profoundly useful to me in helping me understand how best to work with clients on an individual basis, especially in high-stress or high-stakes situations.”
Chris White, Author
Working with the Emotional Investor: Financial Psychology for Wealth Managers