Scott Burg

CFA, CAIA®, Director of Investment Research

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“While I truly enjoy everything about what I do daily, from speaking with outside managers, to researching new strategies, or working on our asset allocation models, my role carries a greater weight than some might realize. Growing up, I experienced firsthand the impact of poor financial planning and decisions. I never wanted my family to deal with the pressures and worries which went along with those issues and have worked hard every day since to make sure they wouldn’t have to. Now, I can help ensure others are on the right path to secure a comfortable future for themselves and their families.”

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