J.W.Burns & Company, Inc.

James Burns is a CFA® charterholder with five years of industry experience at J.W. Burns & Company, Inc., a firm he has been associated with since 1987. Based in Dewitt, NY, he is part of a six-advisor team. J.W. Burns & Company, Inc. provides individualized portfolio management and limited financial planning to individuals, pension plans, charitable organizations, and corporations. The firm manages over $1 billion in assets, employing fundamental analysis and a long-term investment approach with regular portfolio reviews based on clients’ objectives and risk tolerance.

Andrew Derrenbacker is a CFP® and CFA® at J.W. Burns & Company, Inc., with five years of industry experience. He has been with J.W. Burns since 2014 and previously worked at Colgate University. J.W. Burns & Company provides individualized portfolio management and, when requested, limited financial planning and consulting to individuals, pension plans, charitable organizations, and corporations. The firm manages over $1 billion in assets, focusing on fundamental analysis, long-term investments, and regular portfolio reviews tailored to each client’s objectives and risk tolerance.

Thaddeus Malley is a CFP® with five years of industry experience, currently serving at J.W. Burns & Company, Inc., where he has been part of the team since 2006. The firm, based in Dewitt, NY, has six advisors and a history dating back to 1974. J.W. Burns & Company provides individualized portfolio management and limited financial planning to individuals, pension plans, charitable organizations, and corporations. The firm manages about $1.02 billion, focusing on fundamental analysis and long-term investment strategies, with an emphasis on ongoing portfolio monitoring and client-specific objectives.

John Zimmerman is a financial advisor at J.W. Burns & Company, Inc. with 11 years of industry experience. He previously worked at BNP Paribas for 11 years before joining J.W. Burns. He holds Series 63 and Series 65 designations. J.W. Burns & Company provides individualized portfolio management and limited financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes fundamental analysis and long-term investments, managing over $1 billion across various account types while offering specialized services like wrap-fee and separately managed account programs.

Edward Grassi is a financial advisor at J.W. Burns & Company, Inc. with five years of industry experience. He holds a Series 65 designation and is based in Jupiter, FL. Grassi has been with J.W. Burns & Company since 1999, contributing over two decades to the firm’s operations. J.W. Burns & Company provides individualized portfolio management and limited financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $1.02 billion and emphasizes fundamental analysis, long-term investments, and ongoing portfolio monitoring aligned with client objectives and risk tolerance.

Peter Bunitsky Jr. is an advisor with J.W. Burns & Company, Inc., where he has been working since 1990. He holds five years of industry experience. J.W. Burns & Company provides individualized portfolio management and limited financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages over $1 billion in assets, emphasizing fundamental analysis and long-term investments with regular portfolio reviews tailored to clients’ objectives and risk tolerance.