![Steve Burns](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Steve Burns entered the securities business in 1981 with Shearson/American Express.
He served as a Vice President with Kidder, Peabody from 1991 until 1995.
Prior to joining Morton Clarke, Mr. Burns was a Vice President in the private client group of Paine Webber.
At Morton Clarke, he manages portfolios for high net worth individual clients.
Former positions of Steve Burns
| Companies | Position | End |
|---|---|---|
Morton Clarke, Inc.
 Morton Clarke, Inc. Investment ManagersFinance Morton Clarke Fu & Metcalf (MC) seeks equity investments in fundamentally sound businesses in proven industries, with strong management, solid balance sheets and favorable earnings histories. They focus on long-term fundamentals and utilize the dynamics of the marketplace to construct and manage portfolios that meet the firm's price discipline standards. For fixed-income, they seek to balance the client's income needs and yield goals with that client's market value volatility tolerance. Once the appropriate maturity and duration framework is determined, MC selects individual bonds for purchase (or sale) by focusing on relative value and by endeavoring to exploit opportunities created by bond market inefficiencies. They do not attempt to time the market or make interest rate calls. | Portfolio Manager-Equities | 2006-02-28 |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Regional BanksFinance Provides investment banking services | Corporate Officer/Principal | 1994-12-31 |
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | - |
| AMERICAN EXPRESS COMPANY | Corporate Officer/Principal | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
60
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
American Express Co.
 American Express Co. Finance/Rental/LeasingFinance Provides credit and charge cards, payments and online platforms solutions | Finance |
Morton Clarke, Inc.
Morton Clarke, Inc. Investment ManagersFinance Morton Clarke Fu & Metcalf (MC) seeks equity investments in fundamentally sound businesses in proven industries, with strong management, solid balance sheets and favorable earnings histories. They focus on long-term fundamentals and utilize the dynamics of the marketplace to construct and manage portfolios that meet the firm's price discipline standards. For fixed-income, they seek to balance the client's income needs and yield goals with that client's market value volatility tolerance. Once the appropriate maturity and duration framework is determined, MC selects individual bonds for purchase (or sale) by focusing on relative value and by endeavoring to exploit opportunities created by bond market inefficiencies. They do not attempt to time the market or make interest rate calls. | Finance |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Regional BanksFinance Provides investment banking services | Finance |
Painewebber & Co., Inc.
Painewebber & Co., Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
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