Burt White – Behind the Mask

LPL Financial Chief Investment Officer and Managing Director of Research, Burt White, is featured on the debut cover of the U.S. version of Citywire magazine, which launched stateside with the September 12 edition. Officially called the Citywire Professional Buyer magazine, it is published twice a month and targeted to fund analysts and manager researchers in the U.S. who work in institutions ranging from wirehouses to private banks and outsourced investment firms in the $11 trillion U.S. wealth management market.


There is a strong emphasis on leading personalities within the community—how they work and how they choose funds and other investments. To no one’s surprise, this led to them to Burt.

“Burt White is a great example of the growing influence of the professional buyer, particularly post-DOL,” says Chris Delahunt, head of Citywire USA.

“And the mutual fund industry is committing progressively more time and resources to covering the professional buyer community in a way that it hasn’t in the past. Traditionally the industry has focused on the end advisor but in the new regulatory environment the focus is swinging back towards home office due diligence teams.

“Teams such as Burt White’s at LPL give advisors vital expertise on investment decisions so that the advisors themselves concentrate on their core strengths of helping people plan for life’s major challenges such as retirement income and college fees,” adds Delahunt.

We have included excerpts from the interview below.



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