David Burgess
Gestionnaire de Portefeuille-Actions chez Creative Planning LLC
Profil
David Michael Burgess is currently a Managing Director & Partner at Creative Planning LLC.
He started this position in 2022.
Prior to his current role, he obtained an undergraduate degree from Bentley University in 1998.
Postes actifs de David Burgess
| Sociétés | Poste | Début |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Gestionnaire de Portefeuille-Actions | 01/02/2014 |
Formation de David Burgess
| Bentley University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |