Christopher “Cory” White, CFP®
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Professional Designations

Chartered Financial Analyst®

Education

Pennsylvania State University, B.S., Economics

Read more about Chas

Chas Boinske is nationally recognized as a trusted resource on complex financial issues faced by high-net-worth individuals and institutions. A pioneer in the use of Monte Carlo simulations in financial planning, he has published and spoken regularly on the topic. During his more than 30 years in the investment management industry, he has been a featured speaker at national conferences, including the J.P. Morgan Wealth Management Conference, the Financial Planning Association, and the DFA Advisors College.

Chas and his team joined Modera in January 2021. Prior to Modera, Chas led Independence Advisors’ strategic direction and portfolio management process. Chas co-founded Independence Advisors, Inc., the predecessor to Independence Advisors, LLC. He earned the Chartered Financial Analyst (CFA) designation, which is highly respected by the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards. Chas received his B.S. in Economics from the Pennsylvania State University. He is a member of the New York Society of Security Analysts, the CFA Society of Philadelphia, the Wealth Management Council, the Wealth Management Exchange, and the CFA Institute.

Chas’s Insights

What’s Fly Fishing Got to Do with Investing?

When you’re on the water, it's tranquil. It’s hard to think of anything other than the small “fly” on the end of your line that rides softly along the current. In my fishing-induced meditative state, sometimes my thoughts turn to what makes some investors more successful than others

2021-03-08T14:02:56+00:00
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