Profil
Mr. Terence E.
Burns, CFA MBA, is a President & Founder at Campion Asset Management LLC.
He has overall responsibility for client servicing, establishing investment policy and strategic asset allocation, setting capital market return expectations, security selection, and firm compliance.
With over 20 years of investment analysis and portfolio management experience, he has served a wide range of individuals and tax-exempt organizations.
Prior to founding Campion, he was a Senior Portfolio Manager at Bank of America Private Bank.
Former affiliations also include Riggs & Co., the Association for Investment Management & Research and Fannie Mae.
He received a M.B.A. from Pepperdine University and a B.S.
in Finance from the University of Maryland.
He holds the Chartered Financial Analyst designation and is a member of CFA Institute and CFA Society Washington, DC.
Postes actifs de Terence Edmund Burns
| Sociétés | Poste | Début |
|---|---|---|
Campion Asset Management LLC
Campion Asset Management LLC Investment ManagersFinance Campion uses asset allocation analysis to develop an investment strategy that is customized to meet each client's unique needs and circumstances. The firm seeks to determine the optimal mix of asset classes that will position a client's portfolio to achieve their investment objectives without taking an unnecessary level of risk. They use both active and passive investment management to implement each client's investment strategy and strategic asset allocation. | Fondateur | 01/05/2005 |
Formation de Terence Edmund Burns
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| Entreprise privées | 3 |
|---|---|
Pepperdine University
Pepperdine University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Maryland
University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Campion Asset Management LLC
Campion Asset Management LLC Investment ManagersFinance Campion uses asset allocation analysis to develop an investment strategy that is customized to meet each client's unique needs and circumstances. The firm seeks to determine the optimal mix of asset classes that will position a client's portfolio to achieve their investment objectives without taking an unnecessary level of risk. They use both active and passive investment management to implement each client's investment strategy and strategic asset allocation. | Finance |
















