Morgan Wilson White
Portfolio Manager-Equities at Osborne Partners Capital Management LLC
Profile
Mr. Morgan W.
White is a Managing Director & Investment Team Member at Osborne Partners Capital Management LLC.
He is a Portfolio Manager for the firm and has over 40 years of experience.
Previously, he was Chairman and a Managing Director of Woodside Asset Management in Menlo Park, CA.
Mr. White’s career began with Bailard, Biehl & Kaiser, where he was Vice President and Senior Consultant.
He later formed The Portola Group where he was responsible for research in growth stocks, oil & gas programs and managed commodities.
Mr. White earned both his Bachelor and Master of Science degrees in Electrical Engineering from Stanford University and a M.B.A.
with a specialization in Finance and Investments from the Stanford Graduate School of Business.
Morgan Wilson White active positions
| Companies | Position | Start |
|---|---|---|
Osborne Partners Capital Management LLC
 Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners Capital Management LLC (Osborne Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1937, Osborne Partners provides investment management services to individuals, families, trusts, estates, conservatorships, foundations, endowments, corporations or business entities and pension and profit-sharing plans, charitable organizations, public funds, investment limited partnerships, 401(k) self-directed accounts, IRAs and retirement plans. | Portfolio Manager-Equities | 2006-03-31 |
Former positions of Morgan Wilson White
| Companies | Position | End |
|---|---|---|
Bailard Biehl & Kaiser Real Estate Investment Trust
 Bailard Biehl & Kaiser Real Estate Investment Trust Real Estate Investment TrustsFinance Bailard Biehl & Kaiser Real Estate Investment Trust is an American company that operates as a Real Estate Investment Trust (REIT). | Corporate Officer/Principal | - |
The Portola Group, Inc.
 The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | Corporate Officer/Principal | - |
Woodside Asset Management, Inc.
 Woodside Asset Management, Inc. Investment ManagersFinance Located in Menlo Park, California, Woodside Asset Management, Inc. is a wholly owned subsidiary of Silicon Valley Bank. The firm is a registered investment advisory firm that serves the needs of high net worth individuals, families and small- to mid-sized institutions. | Analyst-Equity | 2006-12-30 |
Training of Morgan Wilson White
| Stanford University | Graduate Degree |
| Stanford Graduate School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Woodside Asset Management, Inc.
Woodside Asset Management, Inc. Investment ManagersFinance Located in Menlo Park, California, Woodside Asset Management, Inc. is a wholly owned subsidiary of Silicon Valley Bank. The firm is a registered investment advisory firm that serves the needs of high net worth individuals, families and small- to mid-sized institutions. | Finance |
Osborne Partners Capital Management LLC
Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners Capital Management LLC (Osborne Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1937, Osborne Partners provides investment management services to individuals, families, trusts, estates, conservatorships, foundations, endowments, corporations or business entities and pension and profit-sharing plans, charitable organizations, public funds, investment limited partnerships, 401(k) self-directed accounts, IRAs and retirement plans. | Finance |
Bailard Biehl & Kaiser Real Estate Investment Trust
Bailard Biehl & Kaiser Real Estate Investment Trust Real Estate Investment TrustsFinance Bailard Biehl & Kaiser Real Estate Investment Trust is an American company that operates as a Real Estate Investment Trust (REIT). | Finance |
The Portola Group, Inc.
The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | Finance |
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