CoverProfile

Gregory White

Consultant & Partner

Investment Performance Services LLC

United States, Georgia, Savannah

About Me

Greg White is a Consultant and Partner with Investment Performance Services, LLC, and is responsible for client relationships and marketing efforts in the Midwest and Southeast. Mr. White works on all aspects of client funds, including investment policy formulation, asset allocation strategies, performance reporting, and manager searches. In addition, he is responsible for custody bank searches at the firm and his manager research responsibilities focus on domestic value and core equity managers. Mr. White joined IPS in 2008 as an Analyst, responsible for quarterly compliance and daily trade monitoring, manager, custodial and record keeper searches, a

View more

Profile Information

Consultant & Partner

Investment Performance Services LLC

Investment Team

Investor

Consultant

Savannah

Georgia

United States

Jul 29, 2024

Work Experience

Investment Performance Services LLC

Consultant & Partner
Jan 2023 - Present
Email: gwhite@ips-net.com

More profiles to browse

Profile Photo
Christopher Mcdonough
Chief Investment Officer & Senior Consultant
BH
Brian Hicks
Vice President, Consultant
Profile Photo
Mitchell J. Green
Chief Executive Officer
RS
Richard Sichel
President

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
DH
Dennis Hanson
Principal
Jamison Hanson
BH
Bob Helmer
President Emeritus
Baldwin Wallace University