SHERIDAN — Eliason Financial hired Chuck Burgess, CFA, as its portfolio analyst. The addition of Burgess will help the firm focus on manager due diligence and portfolio construction for their clients, according to a press release from the business.
Burgess grew up in Big Horn and earned a bachelor’s degree in finance, cum laude, from the University of Wyoming. He previously served as the director of finance and supply chain for Sheridan Memorial Hospital.
Prior to the hospital, he was senior portfolio manager at Frontier Asset Management for 11.5 years. He earned the right to use the Chartered Financial Analyst designation in September 2008.
Eliason Financial is an independent financial services firm based in Sheridan that advises clients throughout Wyoming, and the U.S.
Chuck Burgess is an assistant to the registered representatives who offer securities through Royal Alliance Associates, Inc., member FINRA/SIPC.