The Burney Company

Thomas Hunt is a Series 65-licensed advisor with The Burney Company, where he has worked since 1985, accumulating 38 years of industry experience. He is based in Arlington, VA, and has spent his career with the firm. 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 and offers a multi-team advisory platform with a range of investment options including proprietary quantitative models and actively managed ETFs.

Bijal Patel is a financial advisor at The Burney Company with 16 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with The Burney Company since 2012. 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 with a blend of proprietary fundamental and quantitative investment models, offering discretionary equity portfolio management and financial planning services.

Adam Newman is a CFP® professional with 14 years of industry experience. He has worked at The Burney Company since 2017, with a one-year tenure at Bragg Financial Advisors, Inc. prior to his current role. Newman holds Series 63 and Series 65 licenses and operates out of Brentwood, Tennessee. 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 through a multi-team platform and employs proprietary fundamental and quantitative models in its investment process.

Jodi Bowman is a Series 65 licensed financial advisor with nine years of experience, currently with The Burney Company in Carlisle, PA. She has been with the firm since 2014. The Burney Company serves 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 and employs proprietary fundamental and quantitative models to provide discretionary equity portfolio management and financial planning, with additional tax preparation services through an affiliated CPA firm.

Leslie Sinyard is a financial advisor with The Burney Company in Watkinsville, GA, holding a Series 65 designation and nine years of industry experience. She has been with Burney Campbell Investments since 2012. 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 with a focus on discretionary equity portfolio management, employing proprietary fundamental and quantitative models alongside active ETFs and sub-advisory services.

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.

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.

Kenneth Stanley is a Series 65-credentialed financial advisor at The Burney Company with 38 years of industry experience. He has been with The Burney Company since 1979. 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 platform and combines proprietary fundamental and quantitative models in its investment approach.

Hannah Vass is a financial advisor at The Burney Company with a Series 65 designation and one year of industry experience. Prior to joining The Burney Company, she worked at Moog, Inc., and has experience in education at both Virginia Polytechnic Institute and State University and Centerville High School. The Burney Company serves mostly 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 discretionary equity portfolios and provides financial planning, utilizing proprietary fundamental and quantitative models alongside actively managed ETFs and offering OCIO and sub-advisory services.

Joel Sues is a financial advisor at The Burney Company with six years of industry experience. He holds a Series 65 designation and has worked previously at Burney Partners, LLC and Branch Banking and Trust Company. 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 that incorporates proprietary fundamental and quantitative investment models.

John Daley is a financial advisor with The Burney Company in Carlisle, PA, holding Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with The Burney Company since 1984. 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 that incorporates proprietary fundamental and quantitative investment models, offers actively managed ETFs, and provides discretionary equity portfolio management and financial planning.

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.

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.

Sherrie Campbell is a financial advisor at The Burney Company in Watkinsville, GA, holding Series 63 and Series 65 licenses with 18 years of industry experience. She has been with The Burney Company since 1994. The Burney Company serves mostly 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 across a multi-team advisory platform and combines proprietary fundamental and quantitative models in its investment approach, offering customized portfolio management and actively managed ETFs.

Richard Bauchspies Jr. is a CFA® charterholder with 33 years of industry experience. He has been with The Burney Company in Portsmouth, RI since 1992. The Burney Company serves mostly 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 proprietary fundamental and quantitative models within a multi-team platform, offering discretionary equity portfolio management, financial planning, and tax preparation through an affiliated CPA firm.