Reston, VA Office

Brian Quantrille is a Series 65-licensed advisor at The Burney Company in Reston, VA, with five years of industry experience. Prior to joining The Burney Company, he held roles at Virginia Tech and Raytheon BBN Technologies. 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 utilizing a multi-team platform that combines proprietary fundamental and quantitative models and offers a variety of portfolio management and planning services.

Fariba Shahbaz is a financial advisor at The Burney Company with nine years of industry experience. She holds the Series 65 designation and has been with The Burney Company since 2017. 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 using a multi-team advisory platform with a blend of proprietary fundamental and quantitative investment models and offers customized portfolio management and financial planning services.

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.

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.

Harriet Fountain is a financial advisor at The Burney Company in Reston, VA, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Burney, she worked at Macy's Company and Marshall's Company. 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 using a multi-team advisory platform that combines proprietary fundamental and quantitative investment models.

Albert Mullan is a Series 65-licensed financial advisor at The Burney Company with four years of industry experience. He has worked at The Burney Company since 2021 and has prior work experience at DP Facilities Data Centers, Telos Corporation, James Madison University, and Loudoun County High School. The Burney Company primarily 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 about $3.59 billion in discretionary assets and offers a multi-team advisory platform with services including discretionary equity portfolio management, financial planning, and tax preparation through an affiliated CPA firm.

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.

Kyle Mcfarland is a CFP® professional with 10 years of industry experience, currently serving as an advisor at The Burney Company since 2016. He also worked briefly with TVAMP, LLC in 2016. The Burney Company primarily 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, employing a multi-team advisory platform with a proprietary investment process that blends fundamental and quantitative models, and offers a range of account options and actively managed ETFs.

Robert Pratt is a financial advisor with The Burney Company in Reston, VA. He holds a Series 65 designation and has six years of industry experience. His work history includes roles at Burney Partners LLC, Henrico County Public Schools, Savage Apparel Company, and the University of Mary Washington. 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 discretionary equity portfolios using proprietary fundamental and quantitative models and offers services such as financial planning, tax preparation through an affiliated CPA firm, and actively managed ETFs.

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.

Owen Hendershot is a financial advisor at The Burney Company with one year of industry experience. He holds a Series 65 designation and previously worked in education at Virginia Tech University and local schools. 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 and employs a multi-team platform with a proprietary investment process that incorporates fundamental and quantitative models, actively managed ETFs, and customized portfolio options.

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.

Cameron Bishop is a financial advisor at The Burney Company in Reston, VA, holding a Series 65 designation with one year of industry experience. Prior to joining The Burney Company, he worked in education at James Madison University and local schools for seven years. The Burney Company serves mostly individual investors, including high net worth clients, and also manages assets for small businesses, pension plans, trusts, estates, and charitable organizations. The firm employs a multi-team advisory platform with a proprietary investment process that incorporates fundamental and quantitative models and offers customized portfolio management options, including actively managed ETFs and OCIO services.

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.