# The Burney Company

The Burney Company is a RIA based in Reston, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Reston, United States
- **Founded:** 1974
- **Assets under management:** Undisclosed
- **Website:** https://burney.com
- **LinkedIn:** https://www.linkedin.com/company/burneywealthmanagement

## Regulatory record

- **CRD number:** 106945
- **SEC file number:** 801-10232
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106945

## About

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.

## People

- 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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Last updated: 2026-08-11T15:08:18.003Z

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