Profile
Mr. Steve R.
Burns, CFA, is Investment Officer at Davidson Trust Co.
Prior to joining DCM in 2006, Mr. Burns was a Research Analyst with The Harverford Trust Company where he assisted their Investment Committee with stock selections by utilizing his skills in financial modeling.
Mr. Burns received a BS Georgetown University.
Mr. Burn is a member of the CFA Institute and CFA Society of Philadelphia.
Former positions of Steve R. Burns
| Companies | Position | End |
|---|---|---|
Davidson Trust Co.
 Davidson Trust Co. Investment ManagersFinance Founded in 1974, Davidson Trust Co., formerly Davidson Capital Management, is a registered investment advisor located in Devon, Pennsylvania. The firm is a subsidiary of Bryn Mawr Trust Co. and their ultimate parent is the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. They provide equity and fixed-income investments for our clients, which include affluent individuals, foundations, endowments, retirement plans and charitable trusts | Analyst-Equity | 2012-05-14 |
The Haverford Trust Co.
 The Haverford Trust Co. Investment ManagersFinance The Haverford Trust Co. is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded in 1979 and is owned by Drexel Morgan & Co. Haverford Trust provides trust and investment management services to a wide range of individuals and institutional investors. | Analyst-Equity | 2005-12-30 |
Training of Steve R. Burns
| Georgetown University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Davidson Trust Co.
Davidson Trust Co. Investment ManagersFinance Founded in 1974, Davidson Trust Co., formerly Davidson Capital Management, is a registered investment advisor located in Devon, Pennsylvania. The firm is a subsidiary of Bryn Mawr Trust Co. and their ultimate parent is the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. They provide equity and fixed-income investments for our clients, which include affluent individuals, foundations, endowments, retirement plans and charitable trusts | Finance |
The Haverford Trust Co.
The Haverford Trust Co. Investment ManagersFinance The Haverford Trust Co. is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded in 1979 and is owned by Drexel Morgan & Co. Haverford Trust provides trust and investment management services to a wide range of individuals and institutional investors. | Finance |
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