Broker Check
Chuck Burgess

Chuck Burgess

Portfolio Analyst

Chuck grew up in Big Horn, graduating from Big Horn High School in 1998, while his wife Nicki graduated from Sheridan High School in 1999. They were married in 2004 and have 5 kids; ages 14, 12, 9, 5, and 1. He’s a big college football and basketball fan, and loves spending his free time with his family.

He attended the University of Wyoming graduating Cum Laude with a B.S. in Finance in 2002. From there he was a Senior Fund Analyst at Oppenheimer Funds before working for Frontier Asset Management for 11.5 years as an Investment Analyst and ending as a Senior Portfolio Manager. Most recently he was the Director of Finance & Supply Chain at Sheridan Memorial Hospital.

He earned the right to use the Chartered Financial Analyst(CFA) Designation in September of 2008 and works as a Portfolio Analyst for us, focusing on manager due diligence and portfolio construction.

* Chuck Burgess is not registered with Royal Alliance Associates, Inc.