Porter, White & Company is pleased to announce the promotion of Grace Weitkamp to Associate. Grace joined the firm in March 2019 and since then has attained her Certified Public Accountant (CPA) certificate and license. She formerly served as a… Read More >
Michael Stone has been promoted to Managing Director of Investment Banking for PW&Co. In Michael’s 12 years with the firm, he has worked in all aspects of the firm’s business activities, including mergers and acquisitions, capital raising, municipal advisory, strategic… Read More >
Dana Crane has been promoted to Office Manager. Dana joined the firm in 2008 as a receptionist/secretary and has steadily assumed additional responsibilities since then. In this position, she is responsible for overall general office operations, such as internal accounting,… Read More >
Porter, White & Company (PW&Co) has been included on two prominent lists published by the Birmingham Business Journal. According to the Birmingham Business Journal’s Newsroom, PW&Co is the 14th largest “Financial Planner” in Birmingham. Also, based on local assets under… Read More >
As investment bankers, we analyze the economic environment of the local area as well as the nation to better understand how it might affect our clients. Goodloe White, President of PW&Co, recently wrote an op-ed on charitable giving to the… Read More >
Porter, White & Company has once again been included in the the Birmingham Business Journal’s List of Financial Planners. “It is always great to be included in the Book of Lists published by the Birmingham Business Journal,” said Goodloe White,… Read More >
Porter White Investment Advisors, Inc. is pleased to announce that it has again been included in the Premier Advisor List of the National Association of Board Certified Advisory Practices (NABCAP). Porter White is unusual in its ability to provide middle-market… Read More >
PW&Co is pleased to announce that it is now acting as the Alabama Manager for the Whitecap Alabama Growth Funds I and II. In this role, PW&Co will provide two members of Whitecap’s five member Investment Committee and will be… Read More >
Porter, White & Company is pleased to announce that it has again been named on the National Association of Board Certified Advisory Practices (NABCAP) Premier Advisor List. Porter White was also listed in the Birmingham Business Journal’s Book of Lists,… Read More >
Jim White gives his perspective on economic recovery in this Business Alabama interview.
I am writing to inform you of the change in the name of our registered investment advisor from PW Advisers, Inc. to Porter White Investment Advisors, Inc. This is only a change of name, everything else remains the same. As… Read More >
The corporate finance professionals at Birmingham investment bank Porter, White & Co. have some great news for people with good ideas and cash-flowing businesses: There is money out there for hire. Porter White plans to release its annual Private Capital… Read More >
Goodloe White comments on Alabama’s clean energy market in the Birmingham Business Journal.
PW&Co comments on best practices for business owners when making a succession plan for their company.