Shaun Burgess

Shaun Burgess

Portfolio Manager & Fixed Income Analyst

Shaun Burgess joined Cumberland Advisors in 2013 after graduating with a B.A. in finance from the University of South Florida. He serves as a Portfolio Manager and Analyst for Cumberland’s Fixed Income Department. He is a multiple time Dean’s List recipient and received a Dean’s Certificate of Recognition for outstanding performance on the ETS Major Field Test in business.

Mr. Burgess is responsible for analyses of prospective tax-exempt and taxable portfolios; trading tax-exempt securities for Cumberland Advisors’ Fixed Income desk and Insured Puerto Rico portfolio style, for which he is the lead trader; and assisting in department operations. Additionally, he is responsible for updating research material for Cumberland Advisors’ Fixed Income and Equity trading desks. Mr. Burgess assists in credit research relating to current and prospective tax-exempt bond holdings.

Mr. Burgess was born and raised in Sarasota, Florida. Prior to joining Cumberland Advisors, he worked at his family’s construction company while attending college.

cumber map
Cumberland Advisors® is registered with the SEC under the Investment Advisers Act of 1940. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in the states where Cumberland Advisors is either registered or is a Notice Filer or where an exemption from such registration or filing is available. New accounts will not be accepted unless and until all local regulations have been satisfied. This presentation does not purport to be a complete description of our performance or investment services. Please feel free to forward our commentaries (with proper attribution) to others who may be interested. It is not our intention to state or imply in any manner that past results and profitability is an indication of future performance. All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.