Teresa L. Burch

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Consumer Services

Finance

Profile

Ms. Teresa L.
Burch is a Principal at Atwood & Palmer, Inc. She joined the firm in 2004 and is responsible for compliance, client servicing and operations.
Ms. Burch earned a Bachelor of Science in Finance from Park University in 1997.
She has also earned a Masters degree in Information Systems Management from Keller Graduate School in 2007.

Former positions of Teresa L. Burch

Companies	Position	End
Atwood & Palmer, Inc. Atwood & Palmer, Inc. Investment ManagersFinance Atwood & Palmer creates an individualized Investment Policy Statement (IPS) based on client goals, objectives, risk tolerances, liquidity needs and suitability. The IPS dictates how they will customize and manage each client's investment portfolio. Client portfolios consist primarily of stocks, exchanged traded funds or fixed income securities.	Compliance Officer	-

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Private companies	3
Atwood & Palmer, Inc. Atwood & Palmer, Inc. Investment ManagersFinance Atwood & Palmer creates an individualized Investment Policy Statement (IPS) based on client goals, objectives, risk tolerances, liquidity needs and suitability. The IPS dictates how they will customize and manage each client's investment portfolio. Client portfolios consist primarily of stocks, exchanged traded funds or fixed income securities.	Finance
Park University Park University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Keller Graduate School of Management Keller Graduate School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services