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Joshua W

Series 66

Canal Winchester, OH

The huntington Investment company

Joshua White is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Signature Real Estate and Huntington National Bank, where he has been employed since 2009. Outside of advisory services, he is the owner of Cornerstone Rental Properties LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture investment model incorporating third-party sub-managers, proprietary Private Bank strategies, and various wrap-fee programs on the Envestnet MAS platform.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Jean W

Series 66

Canal Winchester, OH

The huntington Investment company

Jean Wing is a financial advisor at The Huntington Investment Company with 20 years of industry experience. She holds a Series 66 designation and has worked at The Huntington Investment Company since 2010. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that incorporates third-party sub-managers and proprietary Private Bank models.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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