Burke Koonce Email & Phone Number
Chief Investment Strategist @ Trust Company of the South
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Burke Koonce Location
- Chapel Hill, NC, US
Burke Koonce Work
- 2026 -now Chief Investment Strategist @
- 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 (MBA)
1996-1998 - University of North Carolina at Chapel Hill
B.A. (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 Chapel Hill, NC, US, is currently a Chief Investment Strategist at Trust Company of the South. Burke Koonce brings experience from previous roles at Trust Company of the South, Raymond James, Helicon Research and North Carolina Bankers Association. Burke Koonce holds a 1996 - 1998 MBA in 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 2 emails and 1 mobile phone numbers on RocketReach.
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