Meet The Team

John C. Burney John C. Burney

Chairman and Founder

Jack is a retired Army Brigadier General, a West Point class of 1946 graduate and holds a graduate degree from George Washington University. Jack is a life long investor and the original developer of the firm's proprietary stock selection analytical system. His sole business is investment management.

Lowell D. Pratt Jr., CFA Lowell D. Pratt Jr., CFA

President

Lowell joined The Burney Company in 1986, became a Portfolio Manager in 1992, was promoted to Director of Analysis in 1996 and became President in 2003. Lowell earned his Chartered Financial Analyst designation in 1989, has a BS in Finance and Economics from Virginia Tech and an MS in Banking and Financial Management from Boston University.

Portfolio Managers

  • Christine R. Arlitt

    Christine R. Arlitt

    Portfolio Manager

    Christine joined The Burney Company in 1987 and progressed to the position of Portfolio Manager in 1991.  Prior to joining The Burney Company, she was employed by Arthur Andersen & Co. for over eight years.  She received her BS in Finance and Economics from Towson University in 1977 and earned the designation of Certified Public Accountant in 1982.

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  • Richard E. Bauchspies, Jr., CFA

    Richard E. Bauchspies, Jr., CFA

    Portfolio Manager

    Richard joined The Burney Company in 1992 as an assistant Portfolio Manager and analyst.  Richard is a Penn State graduate earning a BS in Civil Engineering in 1983.  He achieved the Chartered Financial Analysts designation in 1996, and became a Portfolio Manager for the company that year as well.

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  • Sherrie Campbell

    Sherrie Campbell

    Portfolio Manager
    Sherrie is an Atlanta, Georgia native, joined The Burney Company in 1994.  She received her undergraduate degree in 1985 and her masters in 1991 from the University of Georgia in Athens.  Sherrie has been working in financial services since 1991.  She resides in Watkinsville, Georgia, with her husband and two children. 

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  • John M. (Mike) Daley

    John M. (Mike) Daley, PhD

    Portfolio Manager

    Mike has been a Portfolio Manager with The Burney Company since 1984. Mike graduated from the United States Military Academy at West Point and retired from the Army as a Colonel.  He earned Masters and PhD degrees in nuclear physics at Tulane University.

  • John W. Drerup

    John W. Drerup

    Portfolio Manager

    John joined The Burney Company as a Portfolio Manager in 2004. John received an undergraduate degree from the Naval Academy and served as a Navy Supply Corps Officer obtaining the rank of Captain. John earned a Masters in Business Administration from the University of Florida and earned a Masters in Personal Financial Planning from the College for Financial Planning.

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  • rfloyd

    Russell H. Floyd, CFA

    Portfolio Manager

    Russ’s commitment to the investment management process is backed by over 20 years of industry experience, with more than 18 years at Burney. As a member of the Investment Committee, he provides strategic investment advice to clients, as well as portfolio management guidance. Russ is a CFA charterholder with a BS from Virginia Tech and a member of the CFA Institute.

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  • yev

    Yevgeniy Gushcha, PhD

    Portfolio Manager

    Yevgeniy began his career with The Burney Company in 2000 as an Equity Analyst upon graduation from American University with a Bachelor's degree in Finance.  In 2004, he earned a Ph.D. in Economics from Kuban State University in Krasnodar, Russia.  In 2007 he transitioned to Portfolio Management as Head of Operations and Trading.  In 2009, he became a Portfolio Manager.

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  • thunt

    Thomas D. Hunt

    Portfolio Manager

    Tom joined The Burney Company in 1983 as one of their analysts. In early 1985, Tom became a Portfolio Manager and has remained a full time PM since. Tom received his BS from Miami University in Oxford, Ohio, in 1977 and his MS from the University of Michigan in Ann Arbor, Michigan, in 1979.

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  • mcaloon2

    Albert J. Mc Aloon

    Portfolio Manager

    Affiliating with The Burney Co. in 1981, Al became a full time Portfolio Manager after retiring from the Navy in 1983 as Deputy Director, Research Directorate at the National Defense University. He has been involved in the stock market since 1969 and has passed the NASD Series 2 and 65 exams. He holds a B.A./M.A. in Political Science from Marquette University/St. John's University. Al is active in his community where he has served as a director on several non-profit boards and as a commissioner on the local Redevelopment and Housing Authority.

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  • mnette

    Michael E. (Mike) Nette

    Portfolio Manager
    Rising to the position of Portfolio Manager/Investment Advisor within the Burney Company, Mike previously served as an Associate Portfolio Manager, then Portfolio Systems Manager for our Analytical Department. He is a 31 year practitioner of the Burney investment management system with 12+ years in financial services. Mike graduated from George Mason University, earning a Bachelor of Science degree in Finance, holds a Series 65 license as a Registered Investment Advisor Representative and is currently working to obtain his CERTIFIED FINANCIAL PLANNER™ certification.

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  • dpuppel

    Dennis D. Puppel

    Portfolio Manager

    Dennis graduated from The Ohio State University in 1966 with a BS in Finance & Economics. He then served eight years active duty as an officer in the United States Army, Infantry. In 1974, he and his family returned to Columbus, OH and he set up a private consulting firm specializing in asset management and administration of retirement plans. Dennis became associated with The Burney Company in 1984 and then was appointed a full time Portfolio Manager in 1989.

  • kenstanley

    Kenneth E. Stanley, Col. USAF (Ret)-VP.

    Portfolio Manager

    Ken is an Investment Adviser Representative of the company and President of Burney Investment Services. Ken received his BSEE from the U.S. Naval Academy and his MEA from George Washington University. Ken graduated at the top of his pilot training class and holds an FAA Airline Transport Pilot rating. He has been with the company since 1979.

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  • mark

    Mark Vanderberg

    Portfolio Manager

    Mark Vanderberg, has been directly involved in the personal planning and investment field for the last 30 years. With a degree in Finance from the University of Colorado, he developed Investment/Financial Awareness training while serving in the U.S. Navy and as a defense consultant he implemented training programs on the Department of Defense’s financial planning process. He served on the financial committee for the U.S. Naval Institute and currently is an investment advisor for the Naval Helicopter Association. He is the past president of the Washington D.C. chapter of the American Association of Individual Investors and a regular speaker for the Virginia Tech Financial Literacy Program.

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  • pwoolston

    Peter C. Woolston

    Portfolio Manager

    Peter joined The Burney Company in 1984. He is a Syracuse University class of 1967 graduate and holds a graduate degree from The University of Colorado. He lives with his wife and two children in Essex, Connecticut.

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Business Developers

  • tony

    Robert A. (Tony) Hardesty Jr.

    Director of Business Development

    Tony brought over 10 years of marketing experience to the firm when he joined us in 2005. He earned a BA from George Mason University, holds several broker-dealer licenses, and is a Registered Investment Advisor Representative.

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  • Bijal Patel

    Bijal Patel, CFP®

    Director of Business Development

    Bijal brings 16 years of financial services experience prior to joining our firm in 2012. While working for TD Ameritrade, Genworth Financial and Capital One he held positions in sales and sales management. Bijal earned his B.S. in finance from Central Connecticut State University and has held several broker dealer licenses and is a Registered Invest Advisor Representative.

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  • Michael S. Martin

    Michael S. Martin

    Director of Business Development

    Mike brings over 15 years of expertise in the Investment and Securities industry to The Burney Company. He started his career on Wall Street shortly after attending The University of North Carolina at Charlotte where he earned his B.S. in Business with a focus on Investment Management. Mike has brought us a broad knowledge of the markets and the investment industry as a whole. He holds several broker dealer licenses and is a Registered Investment Advisor Representative.

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    John Ashcroft

    Director of Business Development



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Analysts

  • William A. Stewart

    William A. Stewart

    Director of Analytical Operations

    Bill joined The Burney Company in 1987 as an equity analyst and is currently the Director of Operations for the Analytical Department and Chief Compliance Officer for the Company. He has a BS in Administration from The University of New Hampshire and a Master of Accounting from George Washington University.

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    Alex Shen, CFA

    Director of Research

    Alex joined The Burney Company in 2012 as Director of Research. Her responsibilities include monitoring our proprietary models, analyzing portfolio performances, and researching and preparing studies on macro trends. She is a quant by training and has a wide range of experience in the financial services industry, including analytical positions with Georgina Asset Management, the Virginia College Savings Plan and the Virginia Resources Authority’s Bond Issuing Program.  Alex received her Master in Finance from  the University of Illinois at Urbana-Champaign and is working toward her PhD in Economics from Virginia Tech. She is a CFA Institute member and a member of the CFA Virginia Society. In 2007 she was awarded the CFA Institute Certificate of Achievement.

  • Angie Rugari

    Angie Rugari

    Compliance Officer

    Angie joined the company in January of 2006 as an equity analyst and compliance officer. Previously, she worked for DuPont as a process engineer in the Kevlar® department, then at Kaman Sciences Corporation as a research engineer. She earned a BS in Chemical Engineering from Virginia Tech in 1987.

  • Martin Walsh

    Director of Information Technology

    Martin joined The Burney Company in 1992 and works as a Research Analyst in the Analytical Group. Martin has over a decade of experience implementing Burney's proprietary models, is a member of the Technology Committee and oversees the IT infrastructure. Martin is a 1992 graduate of Georgetown University with a BS in Finance.

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A Long-term Approach

Burney’s systematic, long-term approach evaluates the market’s fundamental and emotional states, identifying opportunities to exploit and dangers to avoid.