RK Burr, CFA

RK Burr, CFA

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  • Timeline

  • About me

    Associate Portfolio Manager at Parametric/Morgan Stanley

  • Education

    • University of Washington - Michael G. Foster School of Business

      -
      Bachelor's degree Finance, General 3.84 Magna Cum Laude

      Activities and Societies: Phi Beta Kappa honor society; Beta Gamma Sigma honor society; 4 time recognition on Dean's List; Case Competition Semi-Finalist

  • Experience

    • DJRK Productions

      Sept 2000 - Feb 2015
      Owner
    • Lasher Holzapfel Sperry & Ebberson

      Aug 2015 - Mar 2016
      Office Assistant
    • Diane Rosellini Associates

      Apr 2016 - Jun 2019
      Accounting/Office Manager
    • Parametric

      Jul 2019 - Jun 2024
      • Associate Portfolio Manager

        Jun 2024 - Jun 2024
      • Senior Portfolio Administrator

        Jan 2022 - Jun 2024
      • Portfolio Administrator

        Jul 2019 - Jan 2022
    • Parametric/Morgan Stanley

      Jun 2024 - now
      Associate Portfolio Manager
  • Licenses & Certifications

    • Foster Excel Credential

      University of Washington - Michael G. Foster School of Business
      Jun 2019
    • Chartered Financial Analyst (CFA)

      CFA Institute
    • CFA Institute Charterholder

      CFA Institute
      Aug 2024
      View certificate certificate