Director of Investment Operations
Chuck manages trading operations, due diligence, and portfolio construction and design. He joined Eliason Financial in 2020 with 15 years of experience overseeing investment portfolios; utilizing his expertise in asset allocation, portfolio management, security selection, forecasting and quantitative analysis.
Chuck began his career at Oppenheimer Funds as fund analyst and later, as a senior fund analyst. He then spent 11 years with Frontier Asset Management as an investment analyst, eventually overseeing more than $2 billion in assets as the firm’s senior portfolio manager, becoming one of only four voting members of the investment committee.
Later, Chuck joined Sheridan Memorial Hospital as director of finance and supply chain where he partnered with the CFO and senior leadership to design decision-making processes, while also managing financial forecasting, data management, budget preparation, and treasury oversight.
Chuck earned the right to use the Chartered Financial Analyst(CFA) Designation in September of 2008.
* Chuck Burgess is not registered with Royal Alliance Associates, Inc.