Brendan Feury, Cfa Email and Phone Number
Brendan Feury, Cfa work email
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Brendan Feury, Cfa personal email
As the Research Analyst for Burt Wealth Advisors, I am responsible for monitoring portfolio investments and researching trends within the capital markets. Using a blend of proprietary and third-party investment research, I work with our Investment Committee to craft strategic and tactical investment strategies for our clients. In this position, I am able to draw on my extensive and diverse experiences in the investment industry which include investment analysis and due diligence, portfolio management, asset allocation and trading. In addition to my professional experiences, I am also able to leverage my education background having received a Bachelor of Science in Finance from West Virginia University and a Master of Science in Finance from Loyola College (MD). During my time at Loyola I had the opportunity to manage a portion of the school's endowment fund and was inducted into the international business honor society of Beta Gamma Sigma. In 2016, I successfully completed the requirements to become a CFA Charterholder. For over 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. Burt Wealth Advisors is a fee-only, Registered Investment Advisor. Their Fiduciary responsibility ensures that clients’ interests come first and there will never be a conflict of interest when making a recommendation. Contact Info: 301-770-9880, bfeury@burtwealth.com or www.burtwealth.com
Burt Wealth Advisors
View- Website:
- burtwealthadvisors.com
- Employees:
- 9
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Research AnalystBurt Wealth Advisors Jan 2010 - Present6010 Executive Blvd, Rockville, MdIndependent SEC Registered Investment Advisor
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Due Diligence AnalystAmeritas Investment Corp. May 2007 - Dec 20094550 Montgomery Ave., Bethesda, MdInsurance Affiliated Broker/Dealer -
Trading SpecialistAmeritas Investment Corp. Aug 2004 - May 20074550 Montgomery Ave., Bethesda, Md
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Financial AdvisorAmeriprise Financial Services, Inc. Jan 2002 - Mar 200410641 Mill Run Circle, Owings Mills, MdFORTUNE 500 Diversified Financial Services Company -
Uit TraderFerris, Baker Watts Jun 1999 - Dec 2001100 Light Street, Baltimore, MdDC based Investment Bank (acquired by RBC)
Brendan Feury, Cfa Skills
Brendan Feury, Cfa Education Details
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Finance -
Finance -
Dulaney
Frequently Asked Questions about Brendan Feury, Cfa
What company does Brendan Feury, Cfa work for?
Brendan Feury, Cfa works for Burt Wealth Advisors
What is Brendan Feury, Cfa's role at the current company?
Brendan Feury, Cfa's current role is Investment & Portfolio Strategist at Burt Wealth Advisors | Strategically & Tactically Developing Client Portfolios.
What is Brendan Feury, Cfa's email address?
Brendan Feury, Cfa's email address is bf****@****tes.com
What schools did Brendan Feury, Cfa attend?
Brendan Feury, Cfa attended Loyola University Maryland, West Virginia University, Dulaney.
What skills is Brendan Feury, Cfa known for?
Brendan Feury, Cfa has skills like Investments, Equities, Mutual Funds, Securities, Asset Management, Retirement Planning, Investment Advisory, Wealth Management, Portfolio Management, Alternative Investments, Asset Allocation.
Who are Brendan Feury, Cfa's colleagues?
Brendan Feury, Cfa's colleagues are Pat Cornelius, Todd Growney, Cfp®, Jennifer Maclennan, Cfp®, Cpa, Maria Cornelius, Cfp®, Deanna Tomasetti, Cfp®, Sophie Leahy, Cfp®, Beth Venit, Cfp®.
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