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David Burns, CFA

David Burns, CFA

Head Trader / Principal

Followers of David Burns, CFA844 followers
location of David Burns, CFANew York City Metropolitan Area

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  • Timeline

  • About me

    Senior Portfolio Manager at TIAA

  • Education

    • Siena College

      1980 - 1984
      BS Marketing/Management

      Activities and Societies: Lacrosse Team

  • Experience

    • Harding, Loevner Management

      Oct 1992 - Aug 2000
      Head Trader / Principal

      Traded global equity and fixed-income securities for high-net-worth and institutional portfolios.

    • Fiduciary Trust Company International

      Sept 2000 - Apr 2003
      Portfolio Manager

      Actively managed $300 million in global and international equities for high-net-worth and institutional clientele.

    • Global Financial Services (GFS)

      Dec 2003 - Dec 2005
      Senior Financial Services Consultant

    • Fidessa

      Sept 2006 - Jun 2010
      Senior Buy-Side Business Consultant

    • Northwestern Mutual

      Sept 2011 - Aug 2013
      Financial Advisor

    • TIAA

      Jul 2013 - now

      • Senior Portfolio Manager

        Jun 2022 - now

      • Wealth Management Advisor

        Jul 2013 - Jul 2022

  • Licenses & Certifications

    • Chartered Financial Analyst

      CFA Institute

  • Volunteer Experience

    • Board Member, Treasurer

      Issued by Imagine, A Center for Coping with Loss on Feb 2012
      Imagine, A Center for Coping with LossAssociated with David Burns, CFA

    • Graduate Coach

      Issued by Dale Carnegie Training on Jan 2004
      Dale Carnegie TrainingAssociated with David Burns, CFA

    • Advisory Board

      Issued by The Paul Jackson Fund on Oct 2011
      The Paul Jackson FundAssociated with David Burns, CFA

    • Volunteer

      Issued by Junior Achievement of New Jersey on Apr 2011
      Junior Achievement of New JerseyAssociated with David Burns, CFA

    • Youth Lacrosse Coach

      Issued by Westfield Lacrosse Club on Mar 2002
      Westfield Lacrosse ClubAssociated with David Burns, CFA