Justin Dale Burt
Portefeuillebeheerder-Aandelen bij Relevant Wealth Advisors LLC
Profiel
Mr. Justin D.
Burt, CFA, is a Senior Portfolio Manager at Relevant Wealth Advisors LLC.
He is responsible for daily monitoring of our client portfolios.
Prior to joining Relevant Wealth Advisors in 1999, Justin gained investment experience as an Investment Adviser at Fidelity Investments.
Working directly with clients, he was responsible for individual portfolio management, trade execution, product education, and supervision of a team of equity traders.
In 1997, he received his Bachelor of Science degree in Marketing and Economics from Utah State University.
He holds the professional designations of Chartered Financial Analyst (CFA), Registered Investment Adviser, General Securities Representative, and NYSE Supervisory Analyst.
He is a member of the Association of Investment Management and Research and the Security Analysts of San Francisco.
Actieve functies van Justin Dale Burt
| Bedrijven | Functie | Begin |
|---|---|---|
Relevant Wealth Advisors LLC
 Relevant Wealth Advisors LLC Investment ManagersFinance Relevant Wealth Advisors LLC (Relevant Wealth) is an independent SEC-registered investment advisor headquartered in Mill Valley, California. The firm was founded in 1962 as Collins & Co., LLC. Relevant Wealth provides portfolio management and wealth management services directly to individuals and institutional clients. The firm is also the sponsor and portfolio manager of a wrap-fee program in which most of their advisory clients are invested. | Portefeuillebeheerder-Aandelen | 01-01-1999 |
Eerdere bekende functies van Justin Dale Burt
| Bedrijven | Functie | Einde |
|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Portefeuillebeheerder-Aandelen | 31-12-1998 |
Opleiding van Justin Dale Burt
| Utah State University | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 2 |
|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
Relevant Wealth Advisors LLC
Relevant Wealth Advisors LLC Investment ManagersFinance Relevant Wealth Advisors LLC (Relevant Wealth) is an independent SEC-registered investment advisor headquartered in Mill Valley, California. The firm was founded in 1962 as Collins & Co., LLC. Relevant Wealth provides portfolio management and wealth management services directly to individuals and institutional clients. The firm is also the sponsor and portfolio manager of a wrap-fee program in which most of their advisory clients are invested. | Finance |
