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Morgan Wilson White
Portfolio Manager-Equities at Osborne Partners Capital Management LLC
Morgan Wilson White active positions
Companies | Position | Start | End |
---|---|---|---|
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 | - |
Career history of Morgan Wilson White
Former positions of Morgan Wilson White
Companies | Position | Start | 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 | 1973-12-31 | - |
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 | 2003-04-01 | 2006-12-30 |
Portfolio Manager-Equities | 2003-04-01 | 2006-12-30 | |
Corporate Officer/Principal | 2003-04-01 | 2006-12-30 |
Training of Morgan Wilson White
Stanford University | Graduate Degree |
Stanford Graduate School of Business | Masters Business Admin |
Statistics
International
United States | 7 |
Operational
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
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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