Lowell Pratt, Cfa

Lowell Pratt, Cfa Email and Phone Number

Empowering advisors since 1974 because performance matters. @ Burney Advisor Services
Lowell Pratt, Cfa's Location
Reston, Virginia, United States, United States
Lowell Pratt, Cfa's Contact Details
About Lowell Pratt, Cfa

Lowell Pratt, Cfa is a Empowering advisors since 1974 because performance matters. at Burney Advisor Services. He possess expertise in portfolio management, equities, investment advisory, asset allocation, asset management and 1 more skills.

Lowell Pratt, Cfa's Current Company Details
Burney Advisor Services

Burney Advisor Services

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Empowering advisors since 1974 because performance matters.
Lowell Pratt, Cfa Work Experience Details
  • Burney Advisor Services
    President
    Burney Advisor Services Jan 1986 - Present
    Reston, Va, Us
    Provide Active Equity/OCIO support to investment advisors.
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  • Burney Company
    Chairman Of The Board
    Burney Company Nov 2020 - Present
    Reston, Virginia, Us
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  • Burney Company
    President
    Burney Company Jan 2003 - Present
    Reston, Virginia, Us
    Responsible for overseeing all aspects of $1.8B equity money management firm.
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  • Burney Company
    Director Of Investment Analysis
    Burney Company Jan 1996 - Jan 2002
    Reston, Virginia, Us
    Directed development and implementation of proprietary equity analytical systems.
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  • Burney Company
    Portfolio Manager
    Burney Company Jan 1992 - Dec 1995
    Reston, Virginia, Us
    Managed approximately 200 equity portfolios and relationships with AUM of approximately $40M.
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  • Burney Company
    Associate Portfolio Manager
    Burney Company Jan 1986 - Dec 1991
    Reston, Virginia, Us
    Converted company portfolios to Advent's Proport. Administered and traded 100-250 equity portfolios with AUM ranging from $20-50M.
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Lowell Pratt, Cfa Skills

Portfolio Management Equities Investment Advisory Asset Allocation Asset Management Wealth Management

Lowell Pratt, Cfa Education Details

  • Virginia Tech
    Virginia Tech
    Economics
  • Boston University
    Boston University
    Banking And Financial Services

Frequently Asked Questions about Lowell Pratt, Cfa

What company does Lowell Pratt, Cfa work for?

Lowell Pratt, Cfa works for Burney Advisor Services

What is Lowell Pratt, Cfa's role at the current company?

Lowell Pratt, Cfa's current role is Empowering advisors since 1974 because performance matters..

What is Lowell Pratt, Cfa's email address?

Lowell Pratt, Cfa's email address is lp****@****web.com

What is Lowell Pratt, Cfa's direct phone number?

Lowell Pratt, Cfa's direct phone number is +170353*****

What schools did Lowell Pratt, Cfa attend?

Lowell Pratt, Cfa attended Virginia Tech, Boston University.

What skills is Lowell Pratt, Cfa known for?

Lowell Pratt, Cfa has skills like Portfolio Management, Equities, Investment Advisory, Asset Allocation, Asset Management, Wealth Management.

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