James White
CEO of Elm Wealth | Dynamic Index Investing
- Role
- Chief Executive Officer at Elm Wealth
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Experience
Chief Executive Officer
Jan 2018 — Present · Philadelphia, PA, US
Elm helps private investors, RIAs, and institutions sensibly and comfortably hold broad public market exposure over long periods of time. We provide clients with low-cost, systematic investment management.Elm Partners Management, LLC is a registered investment advisor. Elm Wealth provides investment advisory and related services for clients nationally. Elm Wealth will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://elmwealth.com/.
Education
University of Chicago
Mathematics
1999 — 2001
Skills
- Fund of Funds
- Alternative Investments
- Private Equity
- Equity Research
- Renewable Energy
- Derivatives
- Mergers & Acquisitions
- Investments
- Structured Finance
- Mergers
- Hedge Funds
- Financial Modeling
- Investment Banking
- Strategy
- Equities
- Cleantech
- Emerging Markets
- Trading Systems
- Capital Markets
- Energy Efficiency
- Mergers
- Contract Negotiation
- Start-Ups
- Energy Storage
- Venture Capital
- Securities
- Business Strategy
- Structured Products
- Fixed Income
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