Shaun Michael Burgess
Analyst-Fixed Income at Cumberland Advisors, Inc.
Profile
Mr. Shaun M.
Burgess is a Portfolio Manager & Fixed Income Analyst at Cumberland Advisors, Inc. He joined Cumberland Advisors in 2013.
Mr. Burgess is responsible for analyses of prospective tax-exempt and taxable portfolios; trading tax-exempt securities for Cumberland Advisors’ Fixed Income desk and Insured Puerto Rico portfolio style, for which he is the lead trader; and assisting in department operations.
Additionally, he is responsible for updating research material for Cumberland Advisors’ Fixed Income and Equity trading desks.
He assists in credit research relating to current and prospective tax-exempt bond holdings.
Prior to joining Cumberland Advisors, Mr. Burgess worked at his family’s construction company while attending college.
He graduated with a B.A.
in Finance from the University of South Florida.
Shaun Michael Burgess active positions
| Companies | Position | Start |
|---|---|---|
Cumberland Advisors, Inc.
 Cumberland Advisors, Inc. Investment ManagersFinance Cumberland Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Sarasota, Florida (with a branch office in Vineland, New Jersey). The firm was founded by David R. Kotok in 1973. Cumberland Advisors provides investment advisory services to high net worth individuals, institutions, investment companies, public and corporate retirement plans, corporations, foundations and government entities (direct clients as well as managed money through financial advisors). | Analyst-Fixed Income | 2013-05-31 |
Training of Shaun Michael Burgess
| University of South Florida | Undergraduate Degree |
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| Private companies | 1 |
|---|---|
Cumberland Advisors, Inc.
Cumberland Advisors, Inc. Investment ManagersFinance Cumberland Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Sarasota, Florida (with a branch office in Vineland, New Jersey). The firm was founded by David R. Kotok in 1973. Cumberland Advisors provides investment advisory services to high net worth individuals, institutions, investment companies, public and corporate retirement plans, corporations, foundations and government entities (direct clients as well as managed money through financial advisors). | Finance |
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