About Burt
Burt White assumed the role of Chief Executive Officer of Carson Group in April 2024, ushering in an exciting new era of growth for the company. As CEO, Burt oversees the strategic vision of the firm and fosters a culture of trust, transparency and exceptional client service.
A prominent voice and advocate for the independent advisor, Burt’s passion lies in redefining the advisor-client relationship through innovation. Prior to becoming CEO, he served Carson Group’s Managing Partner and Chief Strategy Officer, playing a pivotal role in driving growth. Under his leadership, the company expanded its investment platform and experienced a record growth year adding over $3.5B in assets under management in 2023.
Burt’s excitement to redefine how our industry talks about wealth shines through in his work. He believes adaptability is a superpower and is highly motivated to innovate, pioneer and deliver forward thinking industry thought-leadership. His relentless focus on innovation and excellence has been a driving force behind Carson Group’s success.
Before joining Carson, Burt was Managing Director and Chief Investment Officer at LPL Financial for 14 years. There he led the development and implementation of a robust digital and wealth management product organization focused on helping advisors generate growth and efficiency in their practice.
Outside of his professional pursuits, Burt finds fulfillment in giving back to the community. In his free time, Burt enjoys spending quality time with his family in the Charlotte, North Carolina area, where they reside. An avid outdoorsman, Burt can often be found fishing and recharging at his family’s cabin in the Appalachians.
