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The McNamee White Group

Private Wealth Advisors

CENTURY PLAZA TOWERS

2049 CENTURY PARK EAST, FLOOR 11

LOS ANGELES, CA 90067

888.265.6939

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About us

The McNamee White Group

The McNamee White Group is a leading wealth management team that caters to the needs of successful individuals, families, and institutions. Located in Los Angeles, we are privileged to work with a select group of clients who have complex needs, compelling opportunities, and demanding requirements. We have built our team specifically to respond to the exacting requirements of substantial wealth; we have diverse backgrounds and skill sets, creating a synergy of effort and attention. We exclusively work with affluent and ultra-affluent clients, endowing our perspective with a knowledge and insight that come only from experience.

Members of our team have enjoyed a number of national honors:

  1. Barron’s magazine, Top 100 Advisors in America, 2015.*
  2. Barron’s magazine, Top 1,200 Advisors in America, 2014-2016.*
  3. Barron's magazine, Top 1,000 Advisors in America, 2011 through 2013.*
  4. The Financial Times, Top 400 Financial Advisors in 2013 and 2014.*

A Different Approach to Wealth Management

We recognize that affluent clients want rigorous and thoughtful strategies delivered in a highly personalized fashion. We deliver on this expectation. We combine robust offerings with an intense focus on client needs. We understand that wealth does not exist in a vacuum. We spend significant time discussing a client’s family, professional, and philanthropic goals. We enhance this analysis with recurring assessments of changing circumstances, timeframes, and risk thresholds. We know that every client is unique; our team approaches each relationship mindful of the particular needs of each client. Clients speak to us directly and frequently; we promote a team atmosphere that prioritizes service and accessibility.

The Clients We Serve

We provide personalized wealth management services for affluent executives, entrepreneurs, entertainment and sports professionals, private equity partners and wealthy families. The clients we serve span a wide geographic range and continues to grow through client referrals, partnering, and professional alliances. We are keenly attuned to a client’s investment needs and risk tolerances. We work closely with clients to develop individualized strategies that seek to reduce volatility, promote consistency, and simplify the complexity of clients’ financial decisions. We value wealth preservation as a foremost objective; we seek to pursue client goals in a conservative and deliberate manner.

Our Team Strengths

We provide the services and strategies that are essential to a significant estate:

  • Investment management
  • Brokerage services
  • Municipal bond strategy
  • Tax-sensitive trust and estate planning services
  • Alternative investments**
  • Single stock risk management
  • Pre-IPO and pre-merger planning
  • Philanthropic giving
  • Cash management
  • Customized credit and lending
  • Next-generation education

____________________________________________________________________________

*Source: Barron's “America's Top 1,200 Financial Advisors: State-by-State” list, 2014-2016. For more information about the selection criteria, go to http://details-he.re/JxcfBM. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron’s list consisted of 1,000 advisors..

The Financial Times Top 400 Financial Advisors, April 11, 2013, and March 25, 2014. The Top 400 list is based in large part on data gathered from and verified by broker-dealer home offices, and, as identified by the FT, reflected each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility. The full methodology is published here: http://www.money-media.com/ft400.shtml.

** Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

Banking products and services provided by Bank of America, N.A.

CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.

*Source: Barron's "America's Top 100 Advisors" list, April 20, 2015. For information about the selection criteria, go to http://online.barrons.com/report/top-financial-advisors/100/2015. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.

Asset allocation does not ensure a profit or protect against loss in declining markets.

CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial Analysts™.

Meet the team

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John McNamee

Managing Director

Private Wealth Advisor

310.407.4824

310.407.4824

john_mcnamee@ml.com

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Daniel J. White Jr.

Managing Director

Private Wealth Advisor

310.407.4877

310.407.4877

dj_white@ml.com

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Joseph Thomason, CFA®

Vice President

Private Wealth Relationship Manager

310.407.4831

310.407.4831

joseph.thomason@ml.com

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Kyle Briggs

Private Wealth Analyst Investments

310.407.4876

310.407.4876

kyle.briggs@ml.com

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Awards

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Meet the team

John McNamee

Managing Director

Private Wealth Advisor

310.407.4824

310.407.4824

john_mcnamee@ml.com

Add to address book

Read Bio

Daniel J. White Jr.

Managing Director

Private Wealth Advisor

310.407.4877

310.407.4877

dj_white@ml.com

Add to address book

Read Bio

Joseph Thomason, CFA®

Vice President

Private Wealth Relationship Manager

310.407.4831

310.407.4831

joseph.thomason@ml.com

Add to address book

Read Bio

Kyle Briggs

Private Wealth Analyst Investments

310.407.4876

310.407.4876

kyle.briggs@ml.com

Add to address book

Read Bio