
The McNamee White Group
Awards and Industry Recognition


Forbes
Welcome
At The McNamee White Group, we appreciate the many demands that significant wealth can pose. We advise a limited number of wealth creators—entrepreneurs, professional investors and senior executives—who see us as trusted members of their inner circle. We also work with several nonprofit organizations, including endowments and foundations. To each of these relationships, we are proud to bring a culture of excellence—a commitment to do right by the clients we advise, summoning our best efforts to support their ambitions and lend clarity and structure to their finances.
The clients who engage our advice come from diverse paths. Many are private equity founders and managing partners. Others are senior executives in the entertainment industry. And still others have forged their own path to wealth. Our goal as a team is to make their finances simpler, easier and less worrisome. We believe that wealth is a springboard to freedom. By calming down the complexity of clients' financial lives, we look to free them from the day-to-day concerns of managing their wealth, allowing them to focus on the people and priorities they value.
Knowledge based in experience
Our team founders, John McNamee and Dan White, have worked in private wealth management since 1996. As a result, they bring the knowledge they have gained from direct experience advising an accomplished clientele. They are joined by team members Kyle Briggs, Joseph Thomason, Jennifer Lee, Tania Gordon and J.M. Cunningham, who work in concert to create a client experience founded on consistency and responsiveness— anticipating client needs and following through on those priorities with steady resolve.
As a team, we recognize that significant wealth is different—in its scale, its pressures and its intricacies. We are skilled in listening attentively to clients and helping families and nonprofits put the structures in place to uncover efficiencies, enhance communication, resolve issues and make steady progress toward their objectives.
We think of our team as a family helping other families. To that end, we share in a family's joys and challenges, walking with them through wealth and all that it encompasses.
Long-term relationships, built on trust
We are proud of our enduring record of service to client families—many of which now extend to second and third generations. These clients look to us for differentiated advice that engages directly with their priorities:
ㅤ- An emphasis on wealth preservation. The clients who engage our assistance are extremely successful. We look to build upon that success through investment management designed to pursue positive returns with limited volatility. Our team features the talents of two Investment Associates, Kyle Briggs and Joseph Thomason, who hold the Chartered Financial Analyst® (CFA®) designation, widely considered to be the preeminent investment credential in the industry.
ㅤ- An insistence on exceptional service. There are many things we cannot control in wealth management—the markets, geopolitical trends, economic environments and tax legislation. One aspect, however, that we have direct control over is the quality of service we can provide. We look to deliver the highest level of care and consideration, surrounding each client with attentiveness that conveys how much we value them.
ㅤ- An eagerness to help. We were drawn to wealth management because it allows us to have a measurable impact on the lives of the people we advise. Clients come to us with varied needs—from financial planning and investment management to cash flow, wealth transfer and family wealth dynamics. We help them clarify what they want to accomplish, charting a pathway to their objectives through the union of strategy, advice and service. In parallel with these efforts, we are proud to enhance the financial literacy of successive generations while serving as a mediating influence on a family's emotional governance, adding to their peace of mind.
Meet Our Team
Insights

Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now