David Burks Email & Phone Number

Louisville, Kentucky Area

Advanced across roles for regional brokerage firm, providing analysis, recommendations, and publications to support 400 wealth advisors in building and strengthening client relationships. Founding committee member in construction of Dividend Income Trust unit investment trust series. Robert W. Baird & Co. Inc. acquired Hilliard Lyons in 2018. CONTRIBUTION & RECOGNITION* Selected by CIO to join newly created Investment Strategy and Research team; one of two analysts retained following Research Department dissolution.* Created Dividend/Check-a-month portfolio of 30 companies representing all eleven major industry classifications as a source of income ideas for advisors to utilize with clients to meet income needs.* Collaborate among team and CIO on firm-wide investment philosophy and recommendations. * Assist in authoring monthly investment strategy publications for advisors with $50B+ in client assets. √ Publish running series of articles titled “From the Desk of David Burks” with topics such as Discipline in Equity Investing, Changes in Investor Sentiment, and Beneficial Elements of Time and Diversification.* Cultivate long-term relationships among diverse professionals with year-after-year recognition as valued contributor to advisors, peers, and CIO. * Senior contributor and educator from inception of private-label Dividend Income Trust unit investment trust to the most recent deposit, the 17th portfolio in the series.

Louisville, Kentucky Area

Provided comprehensive equity analysis and recommendation across utility and telecommunication sectors involving multi-company examination and research from financial and operational viewpoints. Published hundreds of investment and strategy reports assessing company specific and industry developments and results, making upgrades and downgrades of investment ratings. CONTRIBUTION & RECOGNITION* Reviewed portfolios and provided consulting to advisors with information in alignment with client objectives, exposure, and risk tolerance. * #1 equity analyst in value and contribution, according to HL Advisor Survey across multiple years. √ Consistently ranked top 1 – 2 in commission generations. √ Highest commission generator in Hilliard Lyons research analyst history.* Recognized 11 times by TRAA program and Wall Street Journal’s Best on the Street Analysts Survey as one of the nation’s top performing stock pickers in the industry. Ranked 1 - 3 by TRAA for three consecutive years: √ #3 national rank for Electric Utility stock recommendations, 2018. √ #1 national rank in Multi-Utilities segment, 2017. √ #1 national rank in Electric Utilities category, 2016.* Authored more than 2,000 publications as member of Research Department and Investment Strategy & Research team.* Appeared on CNBC, Fox Business, and Bloomberg live television as subject matter expert on industry-specific topics. * Founding committee member and equity analyst in development and marketing of long-standing Dividend Income Trust unit investment trust series.* Provided income idea recommendations for inclusion in Research Department’s Model Income Portfolio.* Presenter during training classes on industry topics and the role of research within financial services; mentored new advisors and associates.Early positions include General Analyst and Manager of Correspondent Research

Master Of Business Administration - Mba, Business Administration, Management And Operations

Bachelor Of Science - Bs, Business/Commerce, General