Profile
Ms. Alex Shen, CFA, is a Director of Research at The Burney Co. She joined the firm in 2012.
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.
Previously Ms. Shen worked in an analytical positions with Georgina Asset Management, the Virginia College Savings Plan and the Virginia Resources Authority’s Bond Issuing Program.
She received her Master in Finance from the University of Illinois at Urbana-Champaign.
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.
Alex Shen active positions
| Companies | Position | Start |
|---|---|---|
The Burney Co.
 The Burney Co. Investment ManagersFinance The Burney Co. (TBC) is a registered independent investment adviser headquartered in Reston, Virgina and was founded in 1974. TBC provides investment advisory services and portfolio management mostly for individual investors but will also service the portfolios of small businesses, pension and profit sharing plans, trusts, estates, and charitable organizations. | Director of Research - Equity | 2011-12-31 |
Former positions of Alex Shen
| Companies | Position | End |
|---|---|---|
Georgina Asset Management LLC
 Georgina Asset Management LLC Investment ManagersFinance Georgina Asset Management LLC operates as an independent investment research and asset management consulting firm. The firm provides investment advice and supervisory services to institutions and high net worth families, partnerships, trusts, foundations and public and private companies. Its services include education, investment planning, investment policy development, money manager due diligence, evaluation and selection, investment plan management and manager monitoring and performance measurement reporting. The company was founded by Robert H. Lipp in 2000 and is headquartered in Santa Monica, CA. | Corporate Officer/Principal | - |
Training of Alex Shen
| University of Illinois | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
The Burney Co.
The Burney Co. Investment ManagersFinance The Burney Co. (TBC) is a registered independent investment adviser headquartered in Reston, Virgina and was founded in 1974. TBC provides investment advisory services and portfolio management mostly for individual investors but will also service the portfolios of small businesses, pension and profit sharing plans, trusts, estates, and charitable organizations. | Finance |
Georgina Asset Management LLC
Georgina Asset Management LLC Investment ManagersFinance Georgina Asset Management LLC operates as an independent investment research and asset management consulting firm. The firm provides investment advice and supervisory services to institutions and high net worth families, partnerships, trusts, foundations and public and private companies. Its services include education, investment planning, investment policy development, money manager due diligence, evaluation and selection, investment plan management and manager monitoring and performance measurement reporting. The company was founded by Robert H. Lipp in 2000 and is headquartered in Santa Monica, CA. | Finance |
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