Charlie White, President
Charlie has spent over 30 years in the financial services industry, beginning his career in 1986 as a full-service commission broker. For nearly 20 years, Charlie built and managed a successful brokerage business, based on the “Buy and Hold” investment philosophy. Following the tumultuous bear markets of 2001 and 2002, Charlie developed a dynamic asset management program to address the uncertainty in the markets. He began to transition his clients to the program, along with a migration from commission to fee-based accounts, as a way to protect his clients’ portfolios and proactively address market volatility. Charlie sold his retail advisory business and now focuses all of his time on helping other advisors introduce dynamic asset management to their clients.
Dr. David Pollack, PhD, Chief Investment Strategist
Dave brings with him nearly 30 years of mathematics experience. Dave attended the University of Illinois, earning a Bachelor’s degree in Mathematics, a Master’s Degree in Mathematics, and a Ph.D. in Mathematics. Dave is responsible for developing and defining the algorithms supporting the DPS program. He is an integral part of the program’s data integration as well as the lead in new model advancements.
Kate Lindenberg, Vice-President, Finance
Kate joined Dynamic Portfolio Strategies as a Portfolio Strategist in 2006, after graduating Cum Laude from Miami University in Oxford, OH. Kate earned her Series 65 License in 2008. Kate oversees daily operations while actively managing all aspects of the company’s infrastructure.
Laura White, Director of Marketing
Laura serves as the Director of Marketing and Client Relations at Dynamic Portfolio Strategies. She introduces tactical asset allocation products and portfolios to advisors nationwide in addition to maintain current client relationships. Prior to joining DPS, Laura served as an Internal Wholesaler for Preston Wealth Advisors providing institutional support for advisors and external wholesalers. Prior to joining DPS Laura was living in Tel Aviv, Israel working in professional basketball, focusing in player development. She received her Bachelor of Arts in Political Science from Miami University in Oxford, OH.