Bio

Joseph P. White, CFA, CFP®, CDFA®
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(937) 461-4877

Joseph P. White, CFA, CFP®, CDFA®

Portfolio Manager
Wealth Management Services, Columbus

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, and the Certified Divorce Finance Analyst® designation. Before joining the firm, he was an intern at Buckingham Capital Management, as well as Brady Ware & Company. 

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Team Members

Lesa R. Bishop
Client Support Assistant & Office Coordinator
Cooper T. Crawford
Portfolio Manager Assistant

Relevant Work Experience

Buckingham Capital Management, Intern
Brady Ware & Company, Intern

Education

Wright State University, M.S. Accountancy
Wright State University, B.S. Accountancy & Finance

Community Involvement

Mental Health America of Ohio
Board Member
St. Mary’s German Village
Finance Committee Member
Wright State University
Department of Accountancy Advisory Board Member

Memberships

Catholic Foundation of Ohio
Professional Advisory Group Member
Columbus CFA Society