Scott Burg Cfa, Caia

Scott Burg, CFA, CAIA has extensive work experience in the finance industry. Scott is currently the Director of Investment Research at TFC Financial Management, Inc. since July 2023. Prior to that, they worked at CIBC Private Wealth US as a Managing Director and Senior Investment Analyst from January 2022 to July 2023, and as a Senior Vice President and Senior Investment Analyst from November 2011 to December 2021. Before joining CIBC, Scott served as the Director of Sr. Investment Analyst at John Hancock Life Insurance Company (U.S.A.) from June 2007 to November 2011. Earlier in their career, they worked at Eaton Vance, holding various roles including Attribution Analyst from September 2004 to June 2007, Municipal Credit Analyst from January 2002 to September 2004, and Portfolio Manager Assistant from February 2000 to December 2001.

Scott Burg, CFA, CAIA received their Bachelor's degree in Mathematics from Hartwick College in 1997. Scott later obtained the Chartered Financial Analyst (CFA) designation from the CFA Institute in September 2003 and the Chartered Alternative Investment Analyst (CAIA) designation from the CAIA Association in April 2011.