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Profile
Morgan Wilson White formerly worked at Woodside Asset Management, Inc., as Managing Director from 2003 to 2006, Osborne Partners Capital Management LLC, as Managing Director & Investment Team Member from 2006 to 2024, The Portola Group, Inc., as Principal, and Bailard Biehl & Kaiser Real Estate Investment Trust, as Vice President.
Mr. White received his undergraduate degree and graduate degree from Stanford University and Masters Business Admin degree from Stanford Graduate School of Business.
Former positions of Morgan Wilson White
| Companies | Position | End |
|---|---|---|
Osborne Partners Capital Management LLC
 Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners believes that an actively managed, diversified portfolio of multiple asset classes, results in long-term, risk-adjusted performance over time. The firm offers the following investment strategies: Global Equity Strategy, Global Growth Strategy, Global Moderate Growth Strategy, Global Balanced Strategy, Global Income Strategy, and the Fixed Income Strategy. They use deep fundamental research to focus on a company’s earnings quality and growth, balance sheet quality and trends, and absolute and relative valuation. | Portfolio Manager-Equities | 05/01/2024 |
Bailard Biehl & Kaiser Real Estate Investment Trust
 Bailard Biehl & Kaiser Real Estate Investment Trust Real Estate Investment TrustsFinance Real Estate Investment Trust/REIT | Corporate Officer/Principal | - |
The Portola Group, Inc.
 The Portola Group, Inc. Investment ManagersFinance Portola uses both short- and long-term purchases, trading, short sales, option writing, and risk of loss as investment strategies to manage client accounts. | Corporate Officer/Principal | - |
Woodside Asset Management, Inc.
 Woodside Asset Management, Inc. Investment ManagersFinance Woodside selects investments from a number of different asset classes. Equity securities are of domestic and foreign corporations, held for growth of principal and income. Fixed-income investments are in high quality, short- and intermediate-term debt instruments and other interest-sensitive securities held as liquid reserves, to profit from declining interest rates, provide current income and as a hedge against deflation. The firm may also invest in natural resources, REITs, venture capital and special situations. | Analyst-Equity | 31/12/2006 |
Training of Morgan Wilson White
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
11
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
The Portola Group, Inc.
The Portola Group, Inc. Investment ManagersFinance Portola uses both short- and long-term purchases, trading, short sales, option writing, and risk of loss as investment strategies to manage client accounts. | Finance |
Woodside Asset Management, Inc.
Woodside Asset Management, Inc. Investment ManagersFinance Woodside selects investments from a number of different asset classes. Equity securities are of domestic and foreign corporations, held for growth of principal and income. Fixed-income investments are in high quality, short- and intermediate-term debt instruments and other interest-sensitive securities held as liquid reserves, to profit from declining interest rates, provide current income and as a hedge against deflation. The firm may also invest in natural resources, REITs, venture capital and special situations. | Finance |
Osborne Partners Capital Management LLC
Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners believes that an actively managed, diversified portfolio of multiple asset classes, results in long-term, risk-adjusted performance over time. The firm offers the following investment strategies: Global Equity Strategy, Global Growth Strategy, Global Moderate Growth Strategy, Global Balanced Strategy, Global Income Strategy, and the Fixed Income Strategy. They use deep fundamental research to focus on a company’s earnings quality and growth, balance sheet quality and trends, and absolute and relative valuation. | Finance |
Stanford University
 Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bailard Biehl & Kaiser Real Estate Investment Trust
Bailard Biehl & Kaiser Real Estate Investment Trust Real Estate Investment TrustsFinance Real Estate Investment Trust/REIT | Finance |
Stanford Graduate School of Business
 Stanford Graduate School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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