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.