Profil
Wilson Perry Barton worked as an Investment Advisor & Portfolio Manager at Sunburst Financial Group LLC from 2019 to 2020.
Prior to that, he attended Birmingham-Southern College and received an undergraduate degree in 2018.
Anciens postes connus de Wilson Perry Barton
| Sociétés | Poste | Fin |
|---|---|---|
Sunburst Financial Group LLC
Sunburst Financial Group LLC Investment ManagersFinance SFG utilizes a fundamental method of analysis while employing an asset allocation strategy based on a derivative of Modern Portfolio Theory (MPT). The core of their investment process rests on the belief that successful investing is dependent on a long-term focus. They are willing to accept short-term fluctuations in market performance knowing that markets have a historical upward trend. | Analyst-Equity | 01/01/2019 |
Formation de Wilson Perry Barton
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Birmingham-Southern College
Birmingham-Southern College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sunburst Financial Group LLC
Sunburst Financial Group LLC Investment ManagersFinance SFG utilizes a fundamental method of analysis while employing an asset allocation strategy based on a derivative of Modern Portfolio Theory (MPT). The core of their investment process rests on the belief that successful investing is dependent on a long-term focus. They are willing to accept short-term fluctuations in market performance knowing that markets have a historical upward trend. | Finance |
















