Brad White Email & Phone Number

• Wealth Management - overseeing investment strategies, asset allocation and portfolio management
• Risk Management - identifying potential risks, including market, legal, personal and developing mitigation strategies
• Estate Planning Oversight
• Advisory and Coordination with family’s lawyers, accountants, and investment advisors
• Business Management – oversight of family’s businesses and interests to keep aligned with long-term goals.
• Research and Identify unique business investment opportunities

• Turned around and reorganized struggling company
• Raised over $10 million in seed capital
• Led development of crop seed technology from idea to commercialization position
• Negotiated and navigated company through negotiations with the USDA-ARS to win a 2-year Cooperative Research and Development Agreement (CRADA)
• Created and implemented detailed plan to position company for an initial public offering
• Successfully listed Genvor on the OTC Stock Exchange

• Created & launched three of the World’s First Ever Long and Short Futures Indices. S&P Diversified Trends Indicator (S&P DTI), S&P Commodity Trends Indicator (S&P CTI), S&P FinancialTrends Indicator (S&P FTI)
• Responsible for securing Branding Licenses from Standard & Poor’s for all three indexes to allow for faster acceptance of the indexes by major banks and mutual fund companies worldwide
• Introduced to Structured Products Groups world-wide, the concept of utilizing Long and Short passive indexes to create institutional and retail investment products at a time when such indexes were not being utilized.
• Procured numerous index utilization licenses and helped to identify and establish key distribution channels for investment banks globally. Assisted in creating unique investment solutions for distributors utilizing the.
• Transacted and closed numerous first-ever deals, including those with…
• Macquarie Bank Australia – to issue/distribute publicly offered structured notes linked to S&P DTI.

Worked as a financial advisor for several major investment banks including two broker dealers that I owned and operated. During this time: series 6, 63, 65, 7 & 24 registered.Always a top producer with each firm with dozens of production awards

Education record

Masters, Legal Studies, General