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Allen White

Allen White

Client Portfolio Manager at Equity Investment Corp.

Atlanta, GA , United States

About

Allen White, CFA, is a Client Portfolio Manager at Equity Investment Corporation (EIC) in Atlanta, GA, a role he has held since joining the firm in 2022. At EIC, he is responsible for managing client relationships and representing the firm's equity investment strategies, with an emphasis on U.S. large-cap equity portfolios that prioritize high-quality, dividend-paying companies.

Prior to EIC, Allen was a Managing Director and Portfolio Specialist at Great Lakes Advisors and spent several years at Raymond James Financial, where his roles included Director of Portfolio Specialists and Asset Management Consultant. Throughout his career, he has focused on public equities, working closely with institutional and high-net-worth clients to tailor portfolio solutions, particularly in the value and dividend-growth segments.

Allen holds an MBA from the University of Florida and a BS in Finance from Florida State University. He is a Chartered Financial Analyst® (CFA) charterholder since 2017, reflecting his commitment to rigorous investment analysis and client-focused portfolio management within the equity asset class.

Career History

OrganizationRoleDate RangeDetails
Equity Investment CorporationClient Portfolio ManagerDec 2022 to Present
Raymond JamesDirector of Portfolio SpecialistsSep 2017 to Jul 2021
Raymond JamesVice President - Asset Management ConsultantJan 2017 to Sep 2017
Great Lakes AdvisorsManaging DirectorJul 2021 to Dec 2022
Eagle Asset ManagementInternal WholesalerJun 2013 to Jun 2014
Reviews client portfolio performance for under or out-performance and/or dispersion. Provides client reviews to discuss portfolio strategy and portfolio activities. Communicates effectively, both oral...
Raymond James Financial Inc.Assistant Vice President - Asset Management ServicesJun 2014 to Jan 2017

Education

University of Florida

Master of Business Administration - MBA

2018 2020

Florida State University

Bachelor of Science, Business Finance

2007 2011

Others at Equity Investment Corp. (9)

NameRoleLocation
I
Ian Thomas Zabor
Portfolio ManagerAtlanta, GA , United States
Thomas Knapp
Thomas Knapp
Portfolio ManagerAtlanta, GA , United States
W
W Andrew Bruner
Director of Research and Portfolio ManagerAtlanta, GA , United States
D
David C
Portfolio ManagerLondon, United Kingdom
J
Jennifer Justice
Institutional Product AnalystAtlanta, GA , United States
Lauren Eastburn
Lauren Eastburn
Institutional Client Service and Due Diligence AnalystAtlanta, GA , United States
Mitchell Gentry
Mitchell Gentry
Equity AnalystAtlanta, GA , United States
R
Robert Ladyman
Portfolio ManagerAtlanta, GA , United States
T
Terry Irrgang
Principal and Portfolio ManagerAtlanta, GA , United States

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