AeroLeads people directory · profile

Michael A. Burns, Mba Email & Phone Number

Vice President and Investment Officer at First State Trust Company
Location: Greater Philadelphia, United States, United States 5 work roles 2 schools
LinkedIn matched
✓ Verified May 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
First State Trust Company
Role
Vice President and Investment Officer
Location
Greater Philadelphia, United States, United States
Company size
70 employees

Who is Michael A. Burns, Mba? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Michael A. Burns, Mba is listed as Vice President and Investment Officer at First State Trust Company, a company with 70 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a matched LinkedIn profile for Michael A. Burns, Mba.

Michael A. Burns, Mba previously worked as Assistant Vice President and Investment Officer at First State Trust Company and Investment Manager at Wells Fargo. Michael A. Burns, Mba holds Bachelor'S Degree, Finance from Fox School Of Business At Temple University.

Company email context

Email format at First State Trust Company

This section adds company-level context without repeating Michael A. Burns, Mba's masked contact details.

First State Trust Company

Review company-level records connected to Michael A. Burns, Mba before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Michael A. Burns, Mba

As an AVP and Investment Officer at First State Trust Company, I provide investment and risk management oversight of all discretionary trust portfolios. I have over 15 years of wealth and investment management experience, and I hold an MBA.My mission is to help my clients achieve their financial goals and objectives through investment research, analysis, and planning. I communicate effectively with financial advisors and clients, and I coordinate the generation of investment proposals and allocation changes. I also support the ongoing due diligence and compliance of FSTC's investment management partners, and I serve as a member of the Investment Committee. I am committed to delivering an exceptional client experience that builds trust, retention, and loyalty.

Current workplace

Michael A. Burns, Mba's current company

Company context helps verify the profile and gives searchers a useful next step.

First State Trust Company
First State Trust Company
Vice President and Investment Officer
Philadelphia, PA, US
Website
fs-trust.com
Employees
70
AeroLeads page
Company profile
View company profile Email format
5 roles

Michael A. Burns, Mba work experience

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

Assistant Vice President And Investment Officer

Current
First State Trust Company

Wilmington, Delaware, United States

Provide investment and risk management oversight of all discretionary trust portfolios. Support the ongoing due diligence and compliance of all of FSTC’s Investment Management partners, and serve as a member of the Investment Committee. Analyze existing and potential client portfolios to ensure portfolios are managed in accordance with trust objectives and.

Nov 2020 - Present

Investment Manager

Wells Fargo

Philadelphia, Pennsylvania, United States

Managed investment portfolios for foundations, endowments, trusts, and individuals. Engaged clients to fully understand their investment goals, objectives, and risk tolerance to create and update investment policy statements. This understanding allowed me to build and maintain portfolios that kept my clients in a position to achieve their stated goals..

Feb 2013 - Oct 2020

Investment Specialist

Vanguard

Valley Forge, Pennsylvania, United States

Managed investment portfolios for clients in the high net-worth segment. By guiding client through Vanguard's financial planning and advice model, I assisted in selecting the appropriate asset allocation and investment strategies using various investment products. I identified opportunities to recommend other needed services within the firm. By serving as.

Apr 2011 - Jan 2013

Financial Advisor

Morgan Stanley

Managed investment portfolios for Global Wealth Management clients. I met with clients to discover their investment profile to set the appropriate asset allocation strategy consisting of fixed income, equity, real assets and alternative investments. I performed research of individual securities and fund managers to select and build out customized.

Sep 2008 - Feb 2011
Team & coworkers

Colleagues at First State Trust Company

Other employees you can reach at fs-trust.com. View company contacts for 70 employees →

WK William K. William K. Colleague at First State Trust CompanyBaltimore City County, Maryland, United States, United States View → CP Caroline Powers Caroline Powers Colleague at First State Trust CompanyChadds Ford, Pennsylvania, United States, United States View → KH Katelyn Hubbs Katelyn Hubbs Colleague at First State Trust CompanyGlassboro, New Jersey, United States, United States View → FJ Francine Johnston, Atfa Francine Johnston, Atfa Colleague at First State Trust CompanyUnited States, United States View → AL Andrea Leverage Andrea Leverage Colleague at First State Trust CompanyWilmington, Delaware, United States, United States View → AG Andrew Gibson, Cfa Andrew Gibson, Cfa Colleague at First State Trust CompanyWilmington, Delaware, United States, United States View → FC Fernanda Cedeno Fernanda Cedeno Colleague at First State Trust CompanyEcuador, Ecuador View → CM Catherine Mekker, Ctfa Atfa Catherine Mekker, Ctfa Atfa Colleague at First State Trust CompanyGreater Philadelphia, United States View → LR Luke Rees Luke Rees Colleague at First State Trust CompanyGreater Philadelphia, United States View → SK Sharon Kobilka Sharon Kobilka Colleague at First State Trust CompanyWilmington, Delaware, United States, United States View →
2 education records

Michael A. Burns, Mba education

FAQ

Frequently asked questions about Michael A. Burns, Mba

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

What company does Michael A. Burns, Mba work for?

Michael A. Burns, Mba works for First State Trust Company.

What is Michael A. Burns, Mba's role at First State Trust Company?

Michael A. Burns, Mba is listed as Vice President and Investment Officer at First State Trust Company.

Where is Michael A. Burns, Mba based?

Michael A. Burns, Mba is based in Greater Philadelphia, United States, United States while working with First State Trust Company.

What companies has Michael A. Burns, Mba worked for?

Michael A. Burns, Mba has worked for First State Trust Company, Wells Fargo, Vanguard, and Morgan Stanley.

Who are Michael A. Burns, Mba's colleagues at First State Trust Company?

Michael A. Burns, Mba's colleagues at First State Trust Company include William K., Caroline Powers, Katelyn Hubbs, Francine Johnston, Atfa, and Andrea Leverage.

How can I contact Michael A. Burns, Mba?

You can use AeroLeads to view verified contact signals for Michael A. Burns, Mba at First State Trust Company, including work email, phone, and LinkedIn data when available.

What schools did Michael A. Burns, Mba attend?

Michael A. Burns, Mba holds Bachelor'S Degree, Finance from Fox School Of Business At Temple University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.