About Us

Whit brings over a quarter century of experience working with fee-only advisors and brokers to his role at CORE. From 1995 to 2009, he accelerated quickly through the ranks to become CIO and Portfolio Manager of a $600 million firm that specialized in portfolio construction utilizing Dimensional Fund Advisors (DFA). In that role, he chaired the Investment Policy Committee and spoke at hundreds of engagements around the country, in addition to interacting with high net worth clients and their advisors. In 2009, Whit brought his unique portfolio management expertise to CORE, managing assets throughout the US on national platforms.

Whit received his B.A. degree in Economics from the University of Georgia in 1990. Beginning in 1995, he passed his Series 4, 7, 24, 63, and 65 exams and later went on to receive designations as an Accredited Asset Management Specialist, Certified Fund Specialist and Accredited Investment Fiduciary. Whit is currently registered in Georgia and Texas for both Broker/Dealer and RIA business.

Advisory services offered through CORE Capital Markets, LLC
Advisory services offered through Dempsey Lord Smith, LLC
Securities offered through Dempsey Lord Smith, LLC Member FINRA/SIPC

Links: FINRA / SIPC / Broker Check