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Brandon Cassidy Burns
Gestionnaire de Portefeuille-Actions chez
Bank of America, NA (Private Banking)
Profil
Mr. Brandon C.
Burns is a Senior Vice President & Market Investment Executive at Bank of America, NA. In this role, he is responsible for creating and implementing personalized investment strategies across a broad range of asset classes based upon a client’s risk tolerance, time horizon, liquidity needs, and overall investment goals.
In developing strong relationships with clients, he guides them through establishing prudent investment goals and objectives, all while maintaining an appropriate investment strategy through shifting market environments.
In addition, he also interacts with clients through periodic personalized reviews to monitor progress towards achieving investment goals and provides traditional guidance in the areas of asset allocation, risk mitigation, income maximization, and tax-minimization.
He works closely with clients’ external advisors, such as attorneys and accountants as well as the broader private bank team to access a wide range of resources, capabilities and specialists.
Prior to joining Bank of America Private Bank, he was a Portfolio Manager with City National Rochdale, an RBC/City National Company.
Previously, he held similar positions with Lyons Wealth Management, LLC, and ARIM.
He obtained his MBA with concentration in Finance and Entrepreneurship and his Bachelor of Arts in International Business and Economics from Rollins College.
Postes actifs de Brandon Cassidy Burns
| Sociétés | Poste | Début |
|---|---|---|
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection. | Gestionnaire de Portefeuille-Actions | 01/08/2022 |
Anciens postes connus de Brandon Cassidy Burns
| Sociétés | Poste | Fin |
|---|---|---|
City National Rochdale LLC
 City National Rochdale LLC Investment ManagersFinance RBC Rochdale employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments. | Gestionnaire de Portefeuille-Actions | 01/08/2022 |
Alexander Read Investment Management, Inc.
 Alexander Read Investment Management, Inc. Investment ManagersFinance Alexander Read Investment Management invests primarily in the stocks of US large-cap companies in the transportation and technology services sectors. The firm's fixed-income investments include municipal, government and corporate bonds. Alexander Read Investment Management maintains a low turnover rate. | Trading-Equity | 26/07/2011 |
Lyons Wealth Management LLC
 Lyons Wealth Management LLC Investment ManagersFinance LWM uses the fundamental approach to gather information. To determine the most appropriate time of entry & exit points for securities and options contracts they use the technical analysis. The firm relies on numerous financial publications as well as independent research sources for information. Other sources may include but are not limited to, domestic, international and governmental newspapers, bulletins, magazines, books, and other professional subscription services. LWM’s investment committee meets quarterly to discuss existing and prospective investments. The firm utilizes option strategies when managing client portfolios, specifically Lyons Concentrated Position Strategy, Lyons Algo Overlay Strategy, Lyons Equity Premium Income Strategy and Lyons Hedged Premium Return Strategy fir several portfolios. | Analyst-Equity | - |
Formation de Brandon Cassidy Burns
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
79
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Alexander Read Investment Management, Inc.
Alexander Read Investment Management, Inc. Investment ManagersFinance Alexander Read Investment Management invests primarily in the stocks of US large-cap companies in the transportation and technology services sectors. The firm's fixed-income investments include municipal, government and corporate bonds. Alexander Read Investment Management maintains a low turnover rate. | Finance |
Lyons Wealth Management LLC
Lyons Wealth Management LLC Investment ManagersFinance LWM uses the fundamental approach to gather information. To determine the most appropriate time of entry & exit points for securities and options contracts they use the technical analysis. The firm relies on numerous financial publications as well as independent research sources for information. Other sources may include but are not limited to, domestic, international and governmental newspapers, bulletins, magazines, books, and other professional subscription services. LWM’s investment committee meets quarterly to discuss existing and prospective investments. The firm utilizes option strategies when managing client portfolios, specifically Lyons Concentrated Position Strategy, Lyons Algo Overlay Strategy, Lyons Equity Premium Income Strategy and Lyons Hedged Premium Return Strategy fir several portfolios. | Finance |
Rollins College (Florida)
 Rollins College (Florida) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection. | Finance |
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance RBC Rochdale employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments. | Finance |
Crummer Graduate School of Business
 Crummer Graduate School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
