Alex Shen CFA

Alex joined 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’s 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.