Operations Associate
Kolby White
An avid sports fan, Kolby loves to run, hike with his fiancé, and go on walks with his golden retriever.
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105
Virginia Tech football games attended
Choosing to be
Different
“Be yourself; everyone else is already taken.” That’s good advice but sometimes it’s hard to follow, especially… on Wall Street.
Not so Fast:
The Pitfalls of Buffer ETFs
Buffer ETFs have gone from nonexistent to an over $27 billion (about $83 per person in the US) AUM product as of mid-2023.
The Next Frontier
for Financial Advisor Growth
While the industry is yelling at you about content, blogs, SEO, email marketing, social media, podcasts, etc., it’s time to start…
Guardrails
8-Bit Version
Our April Fools gag for 2024 was one for the books. And while we don’t (yet) support vintage gaming systems, we are hard at work creating…
Why Advisors Need
an OCIO
Here are some key questions financial advisors should ask about the OCIO functionality and how it can impact their advisory business.
Dow Inclusion:
Signal or Noise?
We look at a few prior instances of additions and deletions from the Dow to form our own thoughts on the subject.
Kolby White is an experienced investment professional with a background in trading operations. He found his passion in the operations and trade execution side of the RIA business.
Kolby prides himself in attention to detail and effective communication.
- Fishing 80%
- Running 75%
- Football Fandom 100%
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@Kolby-White