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Jeff Burton

Small Cap Strategy For Institutional Investors

Jeff Burton is a seasoned finance professional currently serving as a Seed Investor and Advisor at Volos Portfolio Solutions, a position he has held since June 2014. His role involves providing strategic insights and investment guidance, particularly focusing on small private fintech firms and innovative financial technologies aimed at institutional investors.13

Professional Background

  • Furey Research Partners, LLC: Co-founder and partner since January 2009, where he has played a crucial role in developing small-cap investment strategies and securing institutional clients.1
  • Morgan Stanley: Burton worked for over 15 years at Morgan Stanley, where he held various senior roles including Managing Director. He was instrumental in establishing the firm's Boston office and led teams focused on equity research and trading strategies.12

Education

  • Trinity College-Hartford: Bachelor of Arts in English (1982 - 1986).
  • The Wharton School, University of Pennsylvania: Master of Business Administration in Multinational Management (1990 - 1992).1

Skills and Expertise

Burton specializes in:

  • Small Cap Investment Strategy
  • Equity Research Management
  • Equity Investment Management
  • Research Product Marketing

With more than two decades of experience in equity trading and research, he has a proven track record of generating profitable investment ideas and managing significant portfolios.12

Related Questions

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How did Jeff Burton transition from Morgan Stanley to Furey Research?
What is the focus of Volos Portfolio Solutions?
How has Jeff Burton's experience in small cap strategy influenced his work at Volos?
What are the key achievements of Jeff Burton in his career?
Jeff Burton
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Location

Boston, Massachusetts, United States