![Kathleen Mary Burge](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Kathleen Mary Burge
Directeur/Membre du Conseil chez
Appleton Partners Business Trust
Finance
Profil
Kathleen Mary Burge was the founder of Appleton Partners, Inc., where she held the title of Executive Vice President & Treasurer from 1987 to 2020.
She founded the company in 1987.
Currently, she is a Trustee at Appleton Partners Business Trust.
In the past, she worked as a Portfolio Manager at GW&K Investment Management LLC from 1980 to 1985.
Postes actifs de Kathleen Mary Burge
| Sociétés | Poste | Début |
|---|---|---|
Appleton Partners Business Trust
 Appleton Partners Business Trust Investment ManagersFinance Provides trust services | Directeur/Membre du Conseil | - |
Anciens postes connus de Kathleen Mary Burge
| Sociétés | Poste | Fin |
|---|---|---|
Appleton Partners, Inc.
 Appleton Partners, Inc. Investment ManagersFinance Appleton is an active manager that manages fixed income, equity and balanced strategies. All their strategies emphasize high quality liquid securities, which helps enhance portfolio flexibility and mitigate risk. They employ rigorous fundamental analysis, complemented by macroeconomic and technical insights which create the foundation for informed investment decisions. The firm’s portfolios are built with strict buy/sell disciplines and incorporate diversification aimed at minimizing issue-specific and structural risks. Appleton specializes in municipal bond, taxable bond, and equity strategies, with domestic fixed income securities, large-cap equities, and exchange-traded funds (ETFs) generally comprising the major asset classes held by clients. Some client advisory accounts also include small-cap equities, mid-cap equities, mutual funds, and various other security types. | Fondateur | 25/11/2020 |
GW&K Investment Management LLC
 GW&K Investment Management LLC Investment ManagersFinance GW&K is a research-oriented adviser that primarily employs fundamental analysis for the evaluation of investment opportunities and the construction of investment portfolios. The firm specializes in Municipal Bond, Taxable Bond, Equity and Multi-Asset strategies. | Gestionnaire de Portefeuille-Actions | 31/12/1985 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
44
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
GW&K Investment Management LLC
GW&K Investment Management LLC Investment ManagersFinance GW&K is a research-oriented adviser that primarily employs fundamental analysis for the evaluation of investment opportunities and the construction of investment portfolios. The firm specializes in Municipal Bond, Taxable Bond, Equity and Multi-Asset strategies. | Finance |
Appleton Partners, Inc.
Appleton Partners, Inc. Investment ManagersFinance Appleton is an active manager that manages fixed income, equity and balanced strategies. All their strategies emphasize high quality liquid securities, which helps enhance portfolio flexibility and mitigate risk. They employ rigorous fundamental analysis, complemented by macroeconomic and technical insights which create the foundation for informed investment decisions. The firm’s portfolios are built with strict buy/sell disciplines and incorporate diversification aimed at minimizing issue-specific and structural risks. Appleton specializes in municipal bond, taxable bond, and equity strategies, with domestic fixed income securities, large-cap equities, and exchange-traded funds (ETFs) generally comprising the major asset classes held by clients. Some client advisory accounts also include small-cap equities, mid-cap equities, mutual funds, and various other security types. | Finance |
Appleton Partners Business Trust
Appleton Partners Business Trust Investment ManagersFinance Provides trust services | Finance |
