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John C. Burney Chairman and Founder, The Burney Company Jack Burney is a lifelong investor and the original developer of the firm’s proprietary analytical system. A pioneer in quantifying financial analysis, he has provided the passion, vision and leadership that have produced the company’s impressive arsenal of analytical capabilities. Mr. Burney is a retired Army Brigadier General and West Point class of ’46 graduate; he also holds a Master’s degree from George Washington University. Lowell D. Pratt Jr., CFA President, The Burney Company Lowell joined The Burney Company in 1986, became a Portfolio Manager in 1992, was promoted to Director of Analysis in 1996 and became President in 2003. Lowell earned his Chartered Financial Analyst designation in 1989, has a BS in Finance and Economics from Virginia Tech and an MS in Banking and Financial Management from Boston University. Mark Vanderberg Portfolio Manager Mark Vanderberg, has been directly involved in the personal planning and investment field for the last 30 years. With a degree in Finance from the University of Colorado, he developed Investment/Financial Awareness training for units he commanded while serving in the U.S. Navy. As a defense consultant for Whitney, Bradley, and Brown, he implemented industry centric training programs on the Department of Defense’s planning, programming and budgeting process. He served on the financial committee as a board member for the U.S. Naval Institute and currently acts as an advisor to the investment committee of the Naval Helicopter Association. He was a presenter on Global Investing at Virginia Tech where he is a regular speaker in the Alumni Financial Literacy Educational Program. He is a life member of the American Association of Individual Investors and served as the Treasurer and later as President of the Washington D.C. chapter until 2006. Eugene Yashin, CFA Portfolio Manager Eugene joined the company as Director of R&D and has been instrumental in expanding Burney’s proprietary quantitative analytical system. He has also been responsible for introducing innovative technology to both analytical and portfolio management operations. His analytical research is bolstered by his previous institutional and emerging markets experience. He oversaw investment systems at Union Labor Life Insurance Company. Early in his career Eugene worked as an analyst for Signet New Capital Markets fund. Eugene is a CFA charterholder and a member of the CFA Institute. He earned an MBA in Corporate Finance, Securities Analysis and Management of Global Information Technology from American University, Washington, DC and a BBA in International Finance from SLU. Yev Gushcha, PhD Portfolio Manager Yev began his career with The Burney Company in 2000 as an Equity Analyst. In 2007 he transitioned to Portfolio Management as Head of Operations and Trading where his strong quantitative and technical skills were utilized in the efficient management of portfolios. Yev graduated from the American University with a Bachelor’s degree in Finance. In 2004, he earned a Ph.D. in Economics from KSU. Matthew Etter Director of Business Development Matthew joined the company as a Director of Business Development. His role with the company is to continue to build meaningful relationships with clientele in the Florida market. His experience is in Financial Sales and Management. He has been a Sales Manager for a Fortune 500 company and has lived overseas where he opened his own business. Matthew has a B.A. from Indiana University Bloomington. E-mail: info@burneyassociatesllc.com |