Joel Sues CFA, CAIA


Joel joined Burney Company in 2016 after spending time in Retail Banking. His original, primary focus was on research and development of Burney Company investment and wealth management strategy. Joel became a Portfolio Manager in 2019 and continues his involvement in strategy development, while now also managing implementation and trading of Burney Company strategy in client portfolios. Joel holds a BS in Economics with a Certificate in Finance from Duke University, as well as an MA in Economics from George Mason University. He is a Chartered Financial Analyst (CFA) Charterholder, and earned the CAIA designation in 2020.