Dan Burns, CFA will present the market outlook for 2022 focusing on the US equity markets, including comments on the Federal Reserve, interest rates, inflation, and of course, COVID.
About the Speaker - Dan Burns, CFA
For over a decade, Dan has conducted bottom-up, fundamental research on equity securities and is currently a portfolio manager & investment analyst at Avalon Trust, an independent asset management firm that manages customized portfolios for high net worth individuals, families, private foundations, and non-profits. During his time at Avalon Trust, assets under management have increased from approximately $400 million to almost $2.0 billion today. His responsibilities at Avalon include coverage of the Health Care, Financials, and Real Estate sectors. Dan has earned the CFA designation and is a member of the CFA Society of New Mexico.
Prior to Avalon Trust, he also conducted bottom-up fundamental research at Beekman Capital, an institutional growth stock manager. He was a voting member of Beekman Capital’s investment committee, which reviewed ideas from all sectors of the equity markets for inclusion in the firm’s client portfolios. He holds a MBA with a concentration in Finance from the University of Texas – Austin. Prior to his work in the asset management industry, he worked in public accounting, most recently at Deloitte & Touche in San Francisco, where he provided tax advice to Fortune 500 corporations, private equity groups, hedge funds and high net worth individuals. Dan was certified as a CPA (certified public accountant) in 2005.
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