David Burgess
Portefeuillebeheerder-Aandelen bij Creative Planning LLC
Profiel
David Michael Burgess is currently a Managing Director & Partner at Creative Planning LLC.
He started this position in 2022.
Prior to his current role, he obtained an undergraduate degree from Bentley University in 1998.
Actieve functies van David Burgess
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Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Portefeuillebeheerder-Aandelen | 01-02-2014 |
Opleiding van David Burgess
Bentley University | Undergraduate Degree |
Ervaring
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Beursgenoteerde bedrijven
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Bedrijven in privébezit | 1 |
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Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |