Robert C. White, Jr.
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ROBERT C. WHITE, JR.
Robert C. White, Jr. (Bob), is an Assistant Wealth Advisor at Legend Financial Advisors, Inc.® (Legend). Bob is a former Finance intern at Legend (June 2015 to August 2018). Bob graduated Magna Cum Laude from Robert Morris University with a Bachelor of Science in Business Administration with a dual Major in Finance and Economics in May 2018. Bob earned a number of academic awards while at Robert Morris University, including earning Dean’s List status from 2014 to 2018.
As an Assistant Wealth Advisor, Bob primary responsibilities include performing investment research, implementing securities’ trades, analyzing client investment portfolios, overseeing performance reports and preparing financial planning analyses for clients and assisting in training and development of staff members. Bob is a Member of the firm’s Finance Team and Investment Committee. Bob is also experienced with the Bloomberg Investment Service, Morningstar Workstation, eMoney Advisor, Zacks Investment Research services as well as a number of other investment research and financial planning tools.
Bob was previously employed as a Universal Banker working closely with clients and servicing their financial needs. Bob is a native of Pittsburgh’s North Hills and currently resides in Baden.
