Shaun Burgess
PM Strategist
Shaun Burgess joined Cumberland Advisors in 2013 and currently serves as a PM Strategist within the Asset Management business line.
With over a decade of experience in fixed income trading and portfolio management, Shaun is a subject matter expert for financial advisors, consultants, and institutional investors. His responsibilities encompass leading fixed income strategy discussions, reviewing accounts, designing sample portfolios for professional clients, building and maintaining relationships, and ensuring exceptional client experiences.
Shaun holds a B.A. in finance from the University of South Florida and maintains a Series 65 license.
