David Burgess
Gestor de Cartera-Acciones en Creative Planning LLC .
Perfil
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.
Cargos activos de David Burgess
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Gestor de Cartera-Acciones | 01/02/2014 |
Formación de David Burgess.
| Bentley University | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 1 |
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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 |
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