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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Equity Investment Corporation | Client Portfolio Manager | Dec 2022 to Present | — |
| Raymond James | Director of Portfolio Specialists | Sep 2017 to Jul 2021 | — |
| Raymond James | Vice President - Asset Management Consultant | Jan 2017 to Sep 2017 | — |
| Great Lakes Advisors | Managing Director | Jul 2021 to Dec 2022 | — |
| Eagle Asset Management | Internal Wholesaler | Jun 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 Services | Jun 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)
| Name | Role | Location |
|---|---|---|
I Ian Thomas Zabor | Portfolio Manager | Atlanta, GA , United States |
| Portfolio Manager | Atlanta, GA , United States | |
W W Andrew Bruner | Director of Research and Portfolio Manager | Atlanta, GA , United States |
D David C | Portfolio Manager | London, United Kingdom |
J Jennifer Justice | Institutional Product Analyst | Atlanta, GA , United States |
| Institutional Client Service and Due Diligence Analyst | Atlanta, GA , United States | |
| Equity Analyst | Atlanta, GA , United States | |
R Robert Ladyman | Portfolio Manager | Atlanta, GA , United States |
T Terry Irrgang | Principal and Portfolio Manager | Atlanta, GA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
J Jonathan Hunter | Research Analyst | Shapiro Capital Management LLC | Atlanta, GA , United States |
L Louis Shapiro | President | Shapiro Capital Management LLC | Marietta, GA , United States |
| Executive Vice President, Portfolio Manager | Marco Investment Management LLC | Atlanta, GA , United States | |
| Portfolio Manager | Marco Investment Management LLC | Atlanta, GA , United States | |
A Anno Hardage | Portfolio Manager | Cornercap Investment Counsel Inc. | Atlanta, GA , United States |
A Adrian Cronje | Chief Executive Officer and Chief Investment Officer and Founding Partner | Balentine LLC | Atlanta, GA , United States |
| Senior Portfolio Analyst | Balentine LLC | Atlanta, GA , United States |