Campion Asset Management, LLC

Terence Burns is a CFA charterholder with 20 years of industry experience. He has been with Campion Asset Management, LLC since 2005. Campion Asset Management provides discretionary and non-discretionary portfolio management and investment consulting primarily for high-net-worth individuals and tax-exempt organizations. The firm employs a strategic asset-allocation framework supported by macroeconomic analysis and combines active management with passive ETFs, managing over $200 million with a low-turnover fixed income approach.

Michael Burns is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with Campion Asset Management, LLC since 2016 in various capacities and also worked briefly at ICMA RC in 2018. Burns studied at Virginia Polytechnic Institute & State University from 2015 to 2019. Campion Asset Management provides discretionary and non-discretionary portfolio management and investment consulting to individuals, including many high-net-worth clients, as well as tax-exempt organizations. The firm manages approximately $204 million using a strategic asset-allocation approach supported by macroeconomic analysis, combining active management and passive ETFs with a focus on low-turnover fixed income portfolios.

Alyssa Tharp is a financial advisor at Campion Asset Management, LLC with one year of industry experience and holds the Series 65 designation. Her prior work includes roles outside the financial sector, including positions at Food Lion and The Giant Company. Campion Asset Management provides portfolio management and investment consulting services primarily to individuals and tax-exempt organizations, managing approximately $204 million. The firm employs a strategic asset-allocation framework supported by macroeconomic analysis and combines active management with passive ETFs, maintaining a low-turnover fixed income approach.