Profile
Mr. Edward A.
Burgess, CFA MBA, is a Partner at Equitable Trust Co. He is an Investment Advisor of Equitable Trust, a position he has held since joining the company in 2003.
Mr. Burgess is a Director of Equitable Trust Company and also serves as Co-Chief Investment Officer.
Previously, he was a First Vice President and Senior Investment Officer in the Private Client Services division of SunTrust Banks, where he also managed SunTrust Banks’ mid-cap growth equity strategy.
Ed began his investment management career in 1983 with The Robinson-Humphrey Company.
He received a Bachelor of Arts degree in journalism from Washington & Lee University and a Master of Business Administration degree from Emory University.
He holds the Chartered Financial Analyst designation.
Ed Burgess active positions
| Companies | Position | Start |
|---|---|---|
Equitable Trust Co.
 Equitable Trust Co. Investment ManagersFinance Equitable Trust Co. is an independent trust management firm headquartered in Nashville, Tennessee. The firm was founded by Thomas Steele in 1991. Equitable Trust provides investment advisory, family office, and trust & estate services to families and institutions. | Chief Investment Officer | 2002-12-31 |
Training of Ed Burgess
| Washington & Lee University | Undergraduate Degree |
| Emory University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Equitable Trust Co.
Equitable Trust Co. Investment ManagersFinance Equitable Trust Co. is an independent trust management firm headquartered in Nashville, Tennessee. The firm was founded by Thomas Steele in 1991. Equitable Trust provides investment advisory, family office, and trust & estate services to families and institutions. | Finance |
- Stock Market
- Insiders
- Ed Burgess
