Scott Burg

CFA, CAIA®, Director of Investment Research

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Scott joined TFC Financial Management in 2023.  As Director of Investment Research, Scott is responsible for research and analyzing third party managers across all asset classes, portfolio and asset allocation analysis, and macroeconomic and market research.

Prior to joining TFC, Scott was a Managing Director and Senior Investment Analyst for CIBC Private Wealth Management. In this role, he was responsible for investment manager due diligence and selection within the firm’s Multi-Manager Investment Platform – Traditional, totaling over $12 billion. Scott conducted research on investment managers in a variety of asset classes including domestic and international equities, fixed income and alternatives.  Prior to these roles, he was a Director and Senior Investment Analyst at John Hancock Financial Services. While at John Hancock, Scott was responsible for the selection, monitoring and research of asset managers and strategies utilized by the various investment platforms and funds of funds.

Scott received a Bachelor of Arts in Mathematics from Hartwick College. He earned the Chartered Financial Analyst designation in 2003 and the Chartered Alternative Investment Analyst Designation in 2011.

Scott lives in Foxboro, MA and enjoys spending time with his wife, two children and dog, traveling, golfing, and cooking.