Timothy Burger
Timothy R. Burger
TimothyBurger@
Education
Master of Business Administration
• Emphasis in Finance, University of Kansas, December 2005
• Specific course work in portfolio management, investment analysis and risk analysis
Bachelor of Arts
• Political Science, University of Kansas, 2001
Professional Experience
UMB Investment Management, Equity Analyst (2006-Present)
• Provided equity research coverage of the industrial sector including the transportation, capital goods, aerospace and defense and industrial conglomerate sub-sectors.
• Generated buy and sell recommendations for the UMB Scout Stock and UMB Scout Mid-Cap mutual funds as well as the UMB Core Equity Portfolio.
• Responsible for developing price targets based on fundamental analysis including discount free cash flow models and sum of the parts break up analysis.
UMB Financial, Management Rotation Program (2006)
• Managed the implementation of UMB Investment and Wealth Management’s SMA platform, responsible for coordinating the work of teams inside and outside of the UMB organization.
• Participated in a comprehensive management development program
University of Kansas Endowment APM Portfolio, Research Intern (2005)
• Researched companies for inclusion in a global micro to mid-cap portfolio
• Modeled financial statements for both current and prospective holdings
UBS Wealth Management, Financial Advisor (2003-2004)
• Created and managed stock, bond, and ETF portfolios for brokerage clients
• Advised clients regarding estate planning and other complex personal financial decisions
American Express Financial Advisors, Financial Advisor (2001-2002)
• Ranked in the top 10% for new client acquisition in the Kansas City Market Group
Licenses and Professional Associations
CFA Level 3 Candidate - Passed Level 3 exam, eligible for charter pending approval of work experience
Series 7 License – National Association of Securities Dealers General Securities Representative
Series 66 License – National Association of Securities Dealers Investment Advisor Representative
Bloomberg Professional Certification – Equities and Fixed Income
Additional Experience
Teaching Assistant, University of Kansas School of Business (2005)
• Taught undergraduate and graduate finance students techniques required for equity analysis, including discount free cash flow modeling and financial statement analysis.
Writing Assistant, Investing in China Conference (September 2004)
• Researched and composed articles for the University of Kansas Investing in China conference.
Team Member, University of Oklahoma MBA Case Competition (2005)
• Collaborated with a small team of MBA students to prepare and present case analysis.
Intern, United States Senator Pat Roberts and Senator Sam Brownback (May-August 1999)
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