Profile
Before joining Citizens in 2004, Mr. White was senior vice president and chief investment strategist at Banknorth Wealth Management, where he oversaw the investment process used to manage over $4 billion of client assets.
Mr. White managed Banknorth’s large cap core fund and its small/mid-cap core fund.
Before his 10-year tenure at Banknorth, he worked at Connecticut Seed Ventures, a venture capital fund concentrating on early stage investments in technology companies.
Prior to that, he served as a vice president at the Bank of New England and also at Travelers Investment Management Co. He began his investment career as an analyst with Scudder, Stevens & Clark and Massachusetts Financial Services.
Mr. White earned his M.B.A.
from the University of New Hampshire and his B.A.
from Dartmouth College.
He is a member of the Institute of Chartered Financial Analysts and the Boston Security Analysts Society.
He holds the Chartered Financial Analyst (CFA) designation.
Former positions of Jonathan W. White
| Companies | Position | End |
|---|---|---|
Citizens Advisers, Inc.
 Citizens Advisers, Inc. Investment ManagersFinance Founded in 1982, Citizens Advisers is a privately-owned Portsmouth, New Hampshire corporation. Citizens was one of the first providers of socially responsible funds available to investors and offers a family of no-load mutual funds. They also offer separate account management. | Chief Investment Officer | 2008-04-03 |
TD Banknorth Wealth Management Group
 TD Banknorth Wealth Management Group Investment ManagersFinance Founded in 2001, TD Banknorth Wealth Management Group (BWM) is a registered investment advisor headquartered in Portland, Maine. The firm delivers wealth advisory and investment management services to individuals and institutions. In 2006, Hudson United Wealth Management Services Group was merged into BWM. The firm is a subsidiary of Toronto-Dominion Bank (NYSE: TD). | Chief Investment Officer | 2003-12-30 |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Analyst-Equity | - |
| Scudder Stevens & Clark Inc | Analyst-Equity | - |
Travelers Investment Management Co.
 Travelers Investment Management Co. Investment ManagersFinance Profile unavailable. | Portfolio Manager-Equities | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
| Scudder Stevens & Clark Inc | Finance |
Travelers Investment Management Co.
Travelers Investment Management Co. Investment ManagersFinance Profile unavailable. | Finance |
TD Banknorth Wealth Management Group
TD Banknorth Wealth Management Group Investment ManagersFinance Founded in 2001, TD Banknorth Wealth Management Group (BWM) is a registered investment advisor headquartered in Portland, Maine. The firm delivers wealth advisory and investment management services to individuals and institutions. In 2006, Hudson United Wealth Management Services Group was merged into BWM. The firm is a subsidiary of Toronto-Dominion Bank (NYSE: TD). | Finance |
Citizens Advisers, Inc.
Citizens Advisers, Inc. Investment ManagersFinance Founded in 1982, Citizens Advisers is a privately-owned Portsmouth, New Hampshire corporation. Citizens was one of the first providers of socially responsible funds available to investors and offers a family of no-load mutual funds. They also offer separate account management. | Finance |
- Stock Market
- Insiders
- Jonathan W. White
