CoverProfile

Julian Burgess

Senior Research Analyst

Smith Group Asset Management

United States, Texas, Dallas

About Me

Mr. Burgess joined Smith Group Asset Management in January 2019 as an Investment Research Associate after serving as an Intern in 2018. He earned a BS in Finance from the University of Texas at Dallas and was one of 30 students selected for the Professional Program in Finance, a rigorous two year training program for top tier students. Prior to joining Smith Group, he served as an Investment Analyst Intern at Peregrine Investments and a Credit Analyst Intern for North Dallas Bank and Trust Co. He is also a member of the firm’s ESG committee.

Profile Information

Senior Research Analyst

Smith Group Asset Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Dallas

Texas

United States

May 16, 2024

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