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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.

Our team has enjoyed a number of national honors:

  • Barron’s magazine, Top 100 Advisors in America, 2015.*
  • Barron’s magazine, Top 1,200 Advisors in America, 2014-2016.*
  • Barron's magazine, Top 1,000 Advisors in America, 2011 through 2013.*
  • 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

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  • Meet the team

    Back to team

    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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    Tiffany Yu, CDFA®

    Vice President

    Private Wealth Manager

    310.407.4840

    310.407.4840

    tiffany.yu@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

    Latest Thinking


    Back to overview

    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

    Tiffany Yu, CDFA®

    Vice President

    Private Wealth Manager

    310.407.4840

    310.407.4840

    tiffany.yu@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