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The Burney Company
In 1974, Jack Burney launched one of the first fiduciary investment advisory firms to share his structured investment process to improve investor outcomes.
Overview
In 1974, Jack Burney launched one of the first fiduciary investment advisory firms to share his structured investment process to improve investor outcomes. Burney supports individuals and families with investment management, comprehensive wealth management, and proactive tax planning and preparation. For firms and institutions it offers outsourced CIO and separately managed accounts, plus Burney U.S. Factor Rotation ETF and Burney U.S. Equity Select ETF. Advisory services are offered through the Burney Company, an investment advisor registered with the U.S. Securities & Exchange Commission.
General information
Firm type
RIA
Year founded
1974
Location
Country
United States
City
Reston
Principals
Lowell Pratt Jr.
CFA — President and Chairman
Adam Newman
CFA, CFP®, MT, RICP®, CEPA — Managing Partner
Andy Pratt
CFA, CAIA — Managing Partner
Yevgeniy Gushcha
PhD — Senior Partner and Director of Operations
Bijal Patel
CFP® — Senior Partner and Wealth Advisor
Michael J. Newman
JD — General Counsel & Chief Compliance Officer
Wayne Ferbert — Senior Managing Director
Burney Advisor Services
Brenna Allsopp
CFP®, MSFP, RICP® — Director of Client Experience
Christine R. Arlitt — Portfolio Manager
Richard E. Bauchspies Jr.
CFA — Portfolio Manager
John M. Daley
PhD — Portfolio Manager
Peter C. Woolston — Senior Portfolio Manager
Alex Shen — Director of Research
Kenny Mezher
CFA, CFP® — Portfolio Manager / Director of Analytics & Trading
Rhonda Collins
CPA — Director of Tax
Kyle McFarland
CFP® — Partner and Wealth Advisor
Joel Sues
CFA, CAIA — Partner and Portfolio Manager
William A Stewart — Director of Operations; Treasurer
Martin Walsh — Director of Technology
Sherrie Campbell
CFP® — Senior Wealth Advisor
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