Jeremy White

Jeremy White is a Senior Investment Analyst at SFMG Wealth Advisors, a fee-only wealth management firm based in Plano, Texas. In his current role, he is responsible for performing in-depth investment analysis and supporting the firm's portfolio management process. His expertise encompasses the evaluation of market trends, security selection, and providing recommendations to optimize client portfolios.

Jeremy's professional background includes experience in investment banking as an Associate at Texas Capital Securities and as a Corporate Credit Analyst at S&P Global. These roles honed his analytical skills, particularly in corporate credit markets and transaction advisory within the financial sector. At SFMG, he leverages this experience to inform investment decisions, with a focus on public equities, fixed income, and alternative investments tailored to the needs of high-net-worth individuals and institutional clients.

He holds degrees from Southern Methodist University’s Cox School of Business, providing a strong foundation in finance and business strategy. Jeremy is recognized for his rigorous research and a comprehensive approach to investment analysis, contributing to SFMG's mission to deliver conflict-free, client-focused advice in wealth management.