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The White Coat Investor Employee Directory

Education Administration ProgramsUtah, United States11-50 Employees

The White Coat Investor, based in Salt Lake City, Utah, operates in the education administration programs sector with a focus on financial literacy for high-earning professionals, particularly physicians. It aims to help individuals convert high income into lasting net worth through prudent financial management, supporting a robust lifestyle and options for retirement.

The organization pursues a three-pronged mission: to improve financial literacy among white coat professionals, to nurture its entrepreneurial ventures, and to connect its community with credible financial services providers. It curates resources for professional help, including disability insurance agents and financial advisors. In 2024, the company announced a partnership with NewRetirement to bring planning software designed for high-income do-it-yourself investors.

Find The White Coat Investor employees' phone numbers or email addresses

The White Coat Investor Global Highlights

Location
Employees

North America
24

Minus sign iconPlus sign icon
  • United States Of America
    23
  • Canada
    1

The White Coat Investor's Leadership

  • Stylized image of a person
    J. T.
    Chief Technology Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. C.
    Chief Operating Officer- White Coat Insurance Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. S.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. D.
    Chief Product Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M. D.
    Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. P.
    Co-Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. W.
    Conference Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. B.
    Social Media Manager
    Phone icon
    Mobile Phone

The White Coat Investor Employee Metrics

100%
50%
0%
2026
2025
  • Media & Communications
  • Business
  • Branding
  • Community & Social Services
  • Information Technology
  • Other

Contact profiles from The White Coat Investor

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. M. D.
    Founder
    Phone icon
    Mobile Phone
    United StatesUtah
    May 20, 2026
  • Stylized image of a person
    J. T.
    Chief Technology Officer
    Phone icon
    Mobile Phone
    Bay
    May 20, 2026
  • Stylized image of a person
    T. C.
    Chief Operating Officer- White Coat Insurance Services
    Phone icon
    Mobile Phone
    May 20, 2026
  • Stylized image of a person
    B. S.
    Chief Operating Officer
    Phone icon
    Mobile Phone
    United StatesUtah
    May 20, 2026
  • Stylized image of a person
    A. P.
    Co-Founder
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    K. D.
    Chief Product Officer
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    C. W.
    Conference Director
    Phone icon
    Mobile Phone
    United StatesUtah
    Jun 02, 2026
  • Stylized image of a person
    M. B.
    Social Media Manager
    Phone icon
    Mobile Phone
    United StatesDelaware
    May 20, 2026
  • Stylized image of a person
    T. R.
    Sr. Web Developer
    Phone icon
    Mobile Phone
    United StatesUtah
    Dec 12, 2025
  • Stylized image of a person
    A. T.
    Personal Finance Columnist
    Phone icon
    Mobile Phone
    United StatesMichigan
    Jun 01, 2026

Frequently Asked Questions

What is The White Coat Investor known for?

Minus sign iconPlus sign iconThe White Coat Investor was founded in 2011 operates in the Education Administration Programs industry. The company's main headquarters is located in Salt Lake City, Utah United States. Explore The White Coat Investor's company overview page for more information.

What is The White Coat Investor's most common email format?

Minus sign iconPlus sign iconThe White Coat Investor employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The White Coat Investor email formats with LeadIQ.

How many employees does The White Coat Investor have currently?

Minus sign iconPlus sign iconThe White Coat Investor has approximately 20 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are The White Coat Investor's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, The White Coat Investor's key employees include:

  • Chief Technology Officer: J. T.
  • Chief Operating Officer- White Coat Insurance Services: T. C.
  • Chief Operating Officer: B. S.
  • Chief Product Officer: K. D.
  • Founder: J. M. D.

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