Burke Koonce Email & Phone Number
Investment Strategist, Principal @ Trust Company of the South
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Burke Koonce Location
- Raleigh, NC, US
Burke Koonce Work
- 2021 -now Investment Strategist, Principal @
- 2017 -2021 Financial Advisor @
- 2012 -2017 Founder, Owner @
- 2011 -2012 Executive Vice President @ North Carolina Bankers Association
- 2010 -2011 Founder, Owner @
- 2005 -2010 Senior Analyst @ Oak Value Capital Management
- 2003 -2005 Credit Analyst @
- 1999 -2003 Equity Research Analyst @
- 1998 -1999 Associate @ Trident Financial Corporation
Burke Koonce Education
- University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
1996-1998 - University of North Carolina at Chapel Hill
B.A. (English)
1988-1992 - Deerfield Academy 1984-1988
Burke Koonce Skills
- Portfolio Management
- Investments
- Asset Managment
- Hedge Funds
- Fixed Income
- Alternative Investments
- Financial Modeling
- Equities
- Equity Research
- Due Diligence
- Derivatives
- Private Equity
- Capital Markets
- Valuation
- Asset Allocation
- Investment Management
- Fund Of Funds
- Series 7
- Trading
- Bloomberg
- Investment Strategies
- Asset Management
- Equity Valuation
- Institutional Investments
- Financial Analysis
- Banking
- Documentaries
Burke Koonce Summary
- Burke Koonce, based in Raleigh, NC, US, is currently a Investment Strategist, Principal at Trust Company of the South. Burke Koonce brings experience from previous roles at Raymond James, Helicon Research and North Carolina Bankers Association. Burke Koonce holds a 1996 - 1998 MBA @ University of North Carolina at Chapel Hill - Kenan-Flagler Business School. With a robust skill set that includes Portfolio Management, Investments, Asset Managment, Hedge Funds, Fixed Income and more. Burke Koonce has 3 emails on RocketReach.
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Others Named Burke Koonce
Burke Koonce
Investment Strategist, Principal
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Michael Bridgeman
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Burke Koonce
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David Deberry
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