Whit is an industry veteran with over 20 years of experience in the financial services industry. He served in many leading management/sales roles across a number of financial institutions such as Fidelity, Citigroup and Wells Fargo. More recently, Whit was the Director of Business Development for One Capital Management, LLC, a $1.5 billion RIA with assets in both Canada and the United Sates. Whit is a seasoned management and advisor recruiter and has been in the RIA market for the last 9 years.
Whit is involved with Boys Team Charity, a national organization designed to facilitate philanthropic work by boys between the ages of 13 and 18. He is married and has three boys. He is an avid mountain climber, hiker and tennis player. Whit has a degree in Psychology from St. Lawrence University and a master’s degree in Sports Management from the University of Richmond.