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Burke Koonce Email & Phone Number

Investment Strategist at Trust Company of the South at Trust Company of the South
Location: Raleigh, North Carolina, United States 9 work roles 3 schools
1 work email found @tcts.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@tcts.com
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Current company
Role
Investment Strategist at Trust Company of the South
Location
Raleigh, North Carolina, United States
Company size

Who is Burke Koonce? Overview

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Quick answer

Burke Koonce is listed as Investment Strategist at Trust Company of the South at Trust Company of the South, a company with 32 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at tcts.com and a matched LinkedIn profile for Burke Koonce.

Burke Koonce previously worked as Investment Strategist, Principal at Trust Company Of The South and Financial Advisor at Raymond James. Burke Koonce holds Mba from University Of North Carolina At Chapel Hill - Kenan-Flagler Business School.

Company email context

Email format at Trust Company of the South

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{first_initial}{last}@tcts.com
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AeroLeads found 1 current-domain work email signal for Burke Koonce. Compare company email patterns before reaching out.

Profile bio

About Burke Koonce

I have more than two decades of experience in navigating financial markets and communicating investment strategy. I have spent almost my entire career researching and recommending investments and investment strategies for institutional and individual clients. Today, I apply this experience to developing and communicating investment strategy tailored to the clients of Trust Company of the South. Also, I co-host the Betting On Zero podcast, which is not a Trust Company podcast, and I write for theStreet.com. Occasionally, I produce documentary films and write other stuff.

Listed skills include Portfolio Management, Investments, Asset Managment, Hedge Funds, and 23 others.

Current workplace

Burke Koonce's current company

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Trust Company of the South
Trust Company Of The South
Investment Strategist at Trust Company of the South
united states
Website
Employees
32
AeroLeads page
9 roles · 28 years

Burke Koonce work experience

A career timeline built from the work history available for this profile.

Investment Strategist, Principal

Current

Raleigh, North Carolina, United States

As the investment strategist for Trust Company of the South, I support our clients and financial advisors by clearly communicating the firm's investment strategy and keeping all constituents fully informed on developments in the financial markets at all times. I draw on close to three decades of experience as a financial analyst, investor and communicator.

May 2021 - Present

Financial Advisor

Raleigh-Durham, North Carolina Area

Raymond James & Associates Financial Advisors may only conduct business with residents in states and/or jurisdictions where they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States.

Dec 2017 - May 2021

Founder, Owner

Raleigh-Durham, North Carolina Area

First opening in 2010, Helicon Research is an independent research boutique serving institutional investors. Helicon specializes in deep-dive fundamental equity research.

Sep 2012 - Dec 2017

Executive Vice President

North Carolina Bankers Association

Raleigh-Durham, North Carolina Area

Sep 2011 - May 2012

Senior Analyst

Oak Value Capital Management
2005 - 2010 ~5 yrs

Equity Research Analyst

Leisure Analyst

1999 - 2003 ~4 yrs

Associate

Trident Financial Corporation
1998 - 1999 ~1 yr
Team & coworkers

Colleagues at Trust Company of the South

Other employees you can reach at tcts.com. View company contacts for 32 employees →

3 education records

Burke Koonce education

FAQ

Frequently asked questions about Burke Koonce

Quick answers generated from the profile data available on this page.

What company does Burke Koonce work for?

Burke Koonce works for Trust Company of the South.

What is Burke Koonce's role at Trust Company of the South?

Burke Koonce is listed as Investment Strategist at Trust Company of the South at Trust Company of the South.

What is Burke Koonce's email address?

AeroLeads has found 1 work email signal at @tcts.com for Burke Koonce at Trust Company of the South.

Where is Burke Koonce based?

Burke Koonce is based in Raleigh, North Carolina, United States while working with Trust Company of the South.

What companies has Burke Koonce worked for?

Burke Koonce has worked for Trust Company Of The South, Raymond James, Helicon Research, North Carolina Bankers Association, and Oak Value Capital Management.

Who are Burke Koonce's colleagues at Trust Company of the South?

Burke Koonce's colleagues at Trust Company of the South include Hannah Baublitz, Leah Jane Barnwell, Crpc®, Kyle Midyette, Wallace Williams, and Jim Kluttz, Cfp®.

How can I contact Burke Koonce?

You can use AeroLeads to view verified contact signals for Burke Koonce at Trust Company of the South, including work email, phone, and LinkedIn data when available.

What schools did Burke Koonce attend?

Burke Koonce holds Mba from University Of North Carolina At Chapel Hill - Kenan-Flagler Business School.

What skills is Burke Koonce known for?

Burke Koonce is listed with skills including Portfolio Management, Investments, Asset Managment, Hedge Funds, Fixed Income, Alternative Investments, Financial Modeling, and Equities.

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