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Brian Q

Series 65

Reston, VA

The Burney Company

Brian Quantrille is a financial advisor with The Burney Company in Reston, VA, holding a Series 65 credential and four years of industry experience. He has been with The Burney Company since 2020, with prior experience at Raytheon BBN Technologies and Virginia Tech. The Burney Company advises individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team advisory platform and a combination of proprietary fundamental and quantitative investment models.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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Fariba S

Series 65

Reston, VA

The Burney Company

Fariba Shahbaz is a financial advisor at The Burney Company with eight years of industry experience. She holds a Series 65 designation and has been with the firm since 2017. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team advisory platform and combines proprietary fundamental and quantitative models in its investment approach.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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Hannah T

Series 65

Reston, VA

The Burney Company

Hannah Terwilliger is a financial advisor at The Burney Company with a Series 65 designation and over five years of industry experience. She previously worked at Moog, Inc. before joining The Burney Company, where she has been since 2021. The Burney Company advises individual investors, including high net worth clients, as well as small businesses, pension plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team platform that combines proprietary fundamental and quantitative models and offers a range of portfolio management options, including actively managed ETFs and sub-advisory services.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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Lowell P

CFA®, Series 63, Series 65

Reston, VA

The Burney Company

Lowell Pratt Jr. is a CFA® charterholder with 34 years of industry experience. He has been with The Burney Company in Reston, VA since 1986. The Burney Company advises primarily individual investors, including high net worth clients, and manages accounts for small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a blend of proprietary fundamental and quantitative models in its investment process and offers a range of portfolio management and financial planning services, including actively managed ETFs and OCIO solutions.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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Andrew P

Series 65

Reston, VA

The Burney Company

Andrew Pratt is a financial advisor at The Burney Company with 12 years of industry experience. He holds a Series 65 designation and has been with The Burney Company since 2012. The Burney Company serves individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets and offers a multi-team advisory platform that includes discretionary equity portfolio management, financial planning, and tax preparation services through an affiliated CPA firm.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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Harriet F

Series 63, Series 65

Reston, VA

The Burney Company

Harriet Fountain is a financial advisor with The Burney Company in Reston, VA, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with The Burney Company since 2019 and previously worked at Macy's and Marshall's. The Burney Company serves mainly individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets through a multi-team platform and offers discretionary equity portfolio management, financial planning, and tax preparation services via an affiliated CPA firm.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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Albert M

Series 65

Reston, VA

The Burney Company

Albert Mullan is a financial advisor at The Burney Company with three years of industry experience. He holds a Series 65 designation and has worked in roles at The Burney Company, DP Facilities Data Centers, Telos Corporation, James Madison University, and Loudoun County High School. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets through a multi-team advisory platform that employs proprietary fundamental and quantitative models and offers a variety of investment options, including actively managed ETFs and OCIO services.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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Evgeny G

Series 65

Reston, VA

The Burney Company

Evgeny Gushcha is a financial advisor at The Burney Company with 17 years of industry experience. He holds the Series 65 designation and has worked at Burney Partners since 2008. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets through a multi-team advisory platform, offering discretionary equity portfolio management and financial planning, supplemented by tax preparation services via an affiliated CPA firm.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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Kyle M

CFP®, Series 66

Reston, VA

The Burney Company

Kyle Mcfarland is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with The Burney Company since 2016 and previously worked at Tennessee Valley Asset Management Partners, LLC and LPL Financial. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets through a multi-team advisory platform and employs a blend of proprietary fundamental and quantitative models, offering customized portfolio management alongside active ETFs and OCIO services.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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Robert P

Series 65

Reston, VA

The Burney Company

Robert Pratt is a financial advisor with The Burney Company in Reston, VA, holding a Series 65 credential and five years of industry experience. His prior work includes roles at Burney Partners LLC, Henrico County Public Schools, Savage Apparel Company, and the University of Mary Washington. The Burney Company advises individual investors, including high net worth clients, as well as small businesses, pension plans, trusts, and charitable organizations. The firm employs proprietary fundamental and quantitative models, manages actively traded ETFs, and offers various account options within a multi-team advisory platform.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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Alexandru K

Series 65

Reston, VA

The Burney Company

Alexandru Kevorchian is a Series 65 licensed advisor with The Burney Company, based in Reston, VA, and has 13 years of industry experience. He has worked with various Burney entities since 2012 and currently serves as a Principal Data Scientist at Navy Federal Credit Union. He is also the owner of Kevcat Solutions, Inc., an IT consulting business. The Burney Company advises primarily individual investors, including high net worth clients, and manages accounts for small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets and employs a multi-team advisory platform with a proprietary investment process that includes fundamental and quantitative models, actively managed ETFs, and customized portfolio management options.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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Owen H

Series 65

Reston, VA

The Burney Company

Owen Hendershot is a financial advisor at The Burney Company with a Series 65 credential and has been with the firm since 2025. Prior to joining the firm, he held teaching positions at Virginia Tech University, Potomac Falls High School, and River Bend Middle School. The Burney Company serves individual investors, high net worth clients, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets through a multi-team platform, offering discretionary equity portfolio management, financial planning, and tax preparation services via an affiliated CPA firm.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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Anne M

Series 65

Reston, VA

The Burney Company

Anne Majors is a Series 65-licensed financial advisor with The Burney Company in Reston, VA, and has two years of industry experience. She previously worked at SS&C Advent for three years before joining Burney Partners, LLC. The Burney Company advises primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team platform with proprietary fundamental and quantitative investment models, and offers discretionary equity portfolio management alongside financial planning and tax preparation services through an affiliated CPA firm.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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Cameron B

Series 65

Reston, VA

The Burney Company

Cameron Bishop is a financial advisor at The Burney Company with Series 65 credentials and one year of industry experience. Prior to joining The Burney Company, he held positions at James Madison University and at Cave Spring Middle and High Schools. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a multi-team advisory platform managing approximately $3.59 billion in discretionary assets, offering discretionary equity portfolio management, financial planning, and tax preparation services through an affiliated CPA firm.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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Brenna A

CFP®, Series 65

Reston, VA

The Burney Company

Brenna Allsopp is a CFP® and Series 65 licensed advisor with The Burney Company in Reston, VA, where she has worked since 2018. She has seven years of industry experience, including four years prior at George Mason University. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team advisory model that combines proprietary fundamental and quantitative investment strategies alongside discretionary portfolio management and financial planning services.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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Erin E

Series 65

Reston, VA

The Burney Company

Erin Evans is a financial advisor at The Burney Company with one year of industry experience. She holds a Series 65 designation and previously worked at Loudoun County Public Schools and James Madison University. The Burney Company serves individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets and employs a blend of proprietary fundamental and quantitative investment models, offering customized portfolio management, financial planning, and tax preparation services through an affiliated CPA firm.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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Kenny M

CFA®, Series 66

Reston, VA

The Burney Company

Kenny Mezher is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at The Burney Company. He has worked at various Burney Company entities since 2017 and spent one year at Growth Capital Services, Inc. outside of the Burney organization. The Burney Company advises primarily individual investors, including high net worth clients, and also manages accounts for small businesses, pension plans, trusts, estates, and charitable organizations. The firm combines proprietary fundamental and quantitative models with a multi-team advisory platform, offering discretionary equity portfolio management, financial planning, and tax services through an affiliated CPA firm.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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