Porter White & Company

From Bhamwiki
Revision as of 10:33, 27 June 2016 by Mccaucm (talk | contribs)
Jump to navigation Jump to search

Porter, White & Company is an investment bank and advisory firm operating in Birmingham, Alabama since 1975.

On January 28, 1975, Jim White founded “White & Company” to focus on municipal and middle market corporate finance. Two years later, White & Company was hired by the City of Birmingham as financial advisor, and served in this capacity for the next 22 years.

On May 31, 1984, Porter, White & Yardley, Inc. was formed to continue the business of White & Company, with the addition of municipal bond underwriting and trading, small cap stock trading, and retail brokerage. At the same time, Kip Porter joined the firm to focus on middle market corporate finance.

Almost ten years after forming Porter, White & Yardley, the company’s trading desks and retail brokerage unit were sold to Morgan Keegan. Porter, White & Yardley was renamed “Porter White & Company.”

On March 31, 1995, Porter White & Company’s registered investment advisor (RIA) unit was started.

In early 2002, Goodloe White joined the firm to focus on corporate finance and investment management. Goodloe now serves as president and chief executive officer of Porter White & Company. As of September 2013, Porter White & Company exceeded $250 million in assets under management.


External links