Shaun Burgess

Shaun Burgess serves as a PM Strategist within Cumberland’s Asset Management division, where he helps shape and articulate the firm’s fixed income views. He brings extensive experience as a senior fixed income trader and portfolio manager across four SMA strategies, and is a frequent resource for financial advisors, consultants, and institutional investors navigating complex bond markets.

 In his current role, Shaun provides strategic insights into market dynamics and leads the firm’s communication of fixed income strategy.  He interprets market trends and macro events and regularly delivers in-depth attribution and account performance reviews. He heads a team focused on actionable market communication and advisor experience, acting as a dedicated, high-touch partner to Cumberland’s financial advisor clients. Shaun’s blend of analytical rigor, market insight, and client-centered leadership contributes to Cumberland’s position as a premier boutique asset manager. He earned a B.A. in Finance from the University of South Florida and holds the Series 65 license.