Russ Floyd, Cfa

Russ Floyd, Cfa Email and Phone Number

Director, Investment Advisor at Burney Wealth Management @ Burney Wealth Management
Russ Floyd, Cfa's Location
Longmont, Colorado, United States, United States
Russ Floyd, Cfa's Contact Details

Russ Floyd, Cfa personal email

Russ Floyd, Cfa phone numbers

About Russ Floyd, Cfa

Senior Level Investment Professional with strong client relationship and portfolio management skills, supported by results oriented investment management experienceServe as a key member of Burney Wealth Management, an affiliate of The Burney Company, a $2.5 billion SEC-registered investment advisor established in 1974, specializing in a structured, fundamental approach to equity analysis, portfolio management and financial planningCNBC Top 100 Financial Advisory Firm for 2022 - #9 Nationally and Top Ranked firm in VirginiaCheck out the FA 100 list on CNBC here: https://lnkd.in/gGdzn3sf (See link on how CNBC determines the rankings)Specialties: Strengths in client retention and goal achievement through established lasting client relationships fostered by impeccable trust and integrity

Russ Floyd, Cfa's Current Company Details
Burney Wealth Management

Burney Wealth Management

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Director, Investment Advisor at Burney Wealth Management
Russ Floyd, Cfa Work Experience Details
  • Burney Wealth Management
    Director, Investment Advisor
    Burney Wealth Management Sep 2022 - Present
    Reston, Virginia, United States
    Manage High-Net-Worth (HNW) client relationships and portfolios, incorporating sound, long-term focused investment principles Provide investment advice to HNW clients covering investment policy and portfolio management guidance Empower individuals and families to solve and reach their investment and financial goals Conduct annual and quarterly investment portfolio reviews with clients Promote investment plans and strategies to prospective clients, while building new relationships Cultivate an enriching client experience, seeking to understand their unique challenges and needs Act as an experienced, valued resource for team members
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  • Burney Partners
    Senior Partner
    Burney Partners Apr 2009 - Dec 2018
    Reston, Va
    Key member of management team aiding in investment policy decisions, company guidance and personnel choicesLead Client Relationship Management team, including mentoring and providing updates to partners during weekly meetingsResponsible for the portfolio management of $200 million+ in client assetsProvided strategic investment advice to High-Net-Worth (HNW) clients covering investment policy as well as portfolio management guidanceConducted annual and quarterly investment portfolio reviews for select HNW clientsActed as an experienced, valued resource for team members
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  • High Country Capital Management
    Senior Vice President
    High Country Capital Management Jun 2008 - Jan 2009
    Montrose, Co
    Member of Investment Committee dedicated to fundamental manager research and investment evaluationInitiated marketing strategies designed to build HCCM awareness and cultivate advisor growthConducted quarterly client meetings to review asset allocations and investment strategiesProvided market guidance and direction during difficult investment environment
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  • Burney Wealth Management
    Partner/Portfolio Manager
    Burney Wealth Management Dec 1991 - Jun 2007
    Reston, Va
    Promoted to Partner in 2003 after successfully leading portfolio management teamMember of the Investment Committee and Investment Policy TeamCultivated and maintained strong client relationships in order to meet client objectives and goals Responsible for the portfolio management of $80 million in client assetsSupported the Director of Business Development in successful expansion of new territory in FL and addition of new client relationshipsProvided oversight and supervision to trading and operations teamAnalyzed and researched equity securities, as part of the investment decision making process, leading to buy / sell decisions by utilizing spreadsheets of proprietary data from firm analysts
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  • Perpetual Investment Advisory Service
    Portfolio Assistant
    Perpetual Investment Advisory Service 1989 - 1991
    Mclean, Va
    Responsible for day-to-day management of a $50 million jumbo certificate of deposit (CD) placement program, including placement of funds and meeting client needsAssisted portfolio manager in the management of client portfolios utilizing fixed-income securities, including treasuries, corporate bonds, mortgage backs and short-term instruments Developed and maintained strong investment relationships with clients, comprised of high net-worth individuals, associations and non-profit organizations

Russ Floyd, Cfa Skills

Portfolio Management Investments Investment Advisory Investment Strategies Investment Management Equities Fixed Income Wealth Management Business Development

Russ Floyd, Cfa Education Details

Frequently Asked Questions about Russ Floyd, Cfa

What company does Russ Floyd, Cfa work for?

Russ Floyd, Cfa works for Burney Wealth Management

What is Russ Floyd, Cfa's role at the current company?

Russ Floyd, Cfa's current role is Director, Investment Advisor at Burney Wealth Management.

What is Russ Floyd, Cfa's email address?

Russ Floyd, Cfa's email address is bu****@****ail.com

What is Russ Floyd, Cfa's direct phone number?

Russ Floyd, Cfa's direct phone number is (401) 847*****

What schools did Russ Floyd, Cfa attend?

Russ Floyd, Cfa attended Virginia Polytechnic Institute And State University - Pamplin College Of Business.

What are some of Russ Floyd, Cfa's interests?

Russ Floyd, Cfa has interest in Skiing, Yoga, Cycling, Basketball, Hiking, Mountain Biking.

What skills is Russ Floyd, Cfa known for?

Russ Floyd, Cfa has skills like Portfolio Management, Investments, Investment Advisory, Investment Strategies, Investment Management, Equities, Fixed Income, Wealth Management, Business Development.

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