Charles Burgess, CFA

Charles C. Burgess, CFA, is an Investment Analyst for Frontier. He joined the firm in 2005 and is a member of Frontier’s Investment Committee.

Chuck has been working in the investment management industry since 2002. He is responsible for monitoring Frontier’s mutual fund database and preparing due diligence reports for use by the investment committee. Chuck also does research and special projects, particularly related to asset allocation and investment manager selection.

Chuck earned a BS in Finance with an emphasis in banking and financial services from the University of Wyoming. He serves as a board member of the Big Horn Education Fund, which provides scholarships for graduating seniors in Wyoming. Chuck is a Chartered Financial Analyst charter holder and a member of the CFA Institute and the CFA Society of Colorado.