Shaun Burgess

(800) 257-7013, Ext. 319

Shaun Burgess

Portfolio Manager & Fixed Income Analyst


Shaun Burgess joined Cumberland Advisors in 2013 and serves as a Portfolio Manager and Analyst for Cumberland’s Fixed-Income Department. He is also an Investment Advisor Representative.

Shaun’s responsibilities include trading for Cumberland’s Fixed-Income desk and portfolio manager on Cumberland's Intermediate Municipal Income and Short-Term Municipal Income strategies. Shaun also analyzes prospective tax-exempt and taxable portfolios and assists in various other department operations. Additionally, he is responsible for updating research material for Cumberland’s Fixed-Income and Equity trading desks, performing credit research relating to current and prospective tax-exempt bond holdings and servicing investment advisory clients.

Shaun earned a B.A. in finance from the University of South Florida and is a lifelong Sarasota resident. Prior to joining Cumberland Advisors, he worked at his family’s construction company.