Lincoln Investment Planning
Jerry Burhop, CFA®, CIPM®, is an accomplished finance professional with extensive experience in portfolio management and asset management. Since March 1999, Jerry has been with Lincoln Investment, where responsibilities as Vice President and Portfolio Manager include the oversight of the company's largest advisory program managing over $1.5 billion. Previous roles at Lincoln include Director of Asset Management and Mutual Fund Financial Analyst, focusing on advisory services and strategist interactions. Prior to Lincoln, Jerry worked at The Vanguard Group, managing dividend administration for international mutual funds and supporting investor relations for retirement plans. Earlier in his career, Jerry held management positions in the car rental industry and served in the Army National Guard. Jerry holds an MBA in Finance from Temple University and a BS in Agricultural Journalism/Advertising from the University of Wisconsin-Madison.
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Lincoln Investment Planning
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Full-service broker-dealer and registered investment advisor, serving over 235,000 investors, representing over $23 billion in assets.