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Profil
Ms. Leanne DeVey is a Principal at Burns Wealth Management, Inc.
Prior to joining Burns Wealth Management in 2013, Ms. DeVey was employed as a Portfolio Manager at Investors Asset Management, Inc. She has over 22 years of accounting experience in business and non-profit companies.
Ms. DeVey earned a B.B.A. from Texas Woman’s University and M.B.A. from The University of North Texas.
She holds a Series 65 license.
Anciens postes connus de Leanne M. DeVey
| Sociétés | Poste | Fin |
|---|---|---|
Investors Asset Management, Inc.
 Investors Asset Management, Inc. Investment ManagersFinance The investment philosophy at IAM is 'Selective Investment'. It is long-term, value based and inclusive of social investment selectivity. Portfolio managers focus on companies of excellence in fundamental and social characteristics. Selective Investment is based on excellence of qualities in companies researched in the following areas: financial management and performance, definition and execution of strategy, return to shareholders, quality and societal usefulness of product, treatment of employees, representation of women and minorities, environmental policies and practices, benefits returned to communities and management ethics and corporate culture. The objective is long-term, consistent returns. | Membre du Comité d'Investissement | 31/12/2008 |
Burns Wealth Management, Inc.
 Burns Wealth Management, Inc. Investment ManagersFinance Exencial Wealth Advisors primary method of analysis is a fundamental analysis of an investments price, its expected income and returns, and applicable risks. The firm employs a value invest approach that focuses on buying assets at what appear to be relatively attractive values which are expected to provide higher expected returns over time. They employ an asset allocation strategy in managing their clients' assets allocating among the following asset classes: Fixed Income/Alternative Investment Component, Equity Component and Cash. This allocation may be also be implemented using individual equities or bonds, ETFs, mutual funds and annuity sub-accounts and other diversified investment strategies. The fixed income/alternative component is conservatively invested and is often used to provide cash to clients when they need to take withdrawals from their accounts. The firm strives to manage fixed income investments with the goal of achieving a return equal to or greater than inflation. Investments may include high-quality government bonds and corporate bonds, certificates of deposit, foreign bonds, preferred stocks, bank loans, lower quality bonds, real estate, and income investment strategies, among others. | Membre du Comité d'Investissement | - |
Formation de Leanne M. DeVey
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
5
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Investors Asset Management, Inc.
Investors Asset Management, Inc. Investment ManagersFinance The investment philosophy at IAM is 'Selective Investment'. It is long-term, value based and inclusive of social investment selectivity. Portfolio managers focus on companies of excellence in fundamental and social characteristics. Selective Investment is based on excellence of qualities in companies researched in the following areas: financial management and performance, definition and execution of strategy, return to shareholders, quality and societal usefulness of product, treatment of employees, representation of women and minorities, environmental policies and practices, benefits returned to communities and management ethics and corporate culture. The objective is long-term, consistent returns. | Finance |
Texas Woman's University
 Texas Woman's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of North Texas
 University of North Texas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Burns Wealth Management, Inc.
Burns Wealth Management, Inc. Investment ManagersFinance Exencial Wealth Advisors primary method of analysis is a fundamental analysis of an investments price, its expected income and returns, and applicable risks. The firm employs a value invest approach that focuses on buying assets at what appear to be relatively attractive values which are expected to provide higher expected returns over time. They employ an asset allocation strategy in managing their clients' assets allocating among the following asset classes: Fixed Income/Alternative Investment Component, Equity Component and Cash. This allocation may be also be implemented using individual equities or bonds, ETFs, mutual funds and annuity sub-accounts and other diversified investment strategies. The fixed income/alternative component is conservatively invested and is often used to provide cash to clients when they need to take withdrawals from their accounts. The firm strives to manage fixed income investments with the goal of achieving a return equal to or greater than inflation. Investments may include high-quality government bonds and corporate bonds, certificates of deposit, foreign bonds, preferred stocks, bank loans, lower quality bonds, real estate, and income investment strategies, among others. | Finance |
