Bio

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

Wright State University
Department of Accountancy Advisory Board Member
Catholic Foundation of Ohio
Professional Advisory Group Member

Memberships

Columbus CFA Society