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Brian Quantrille is an Associate Wealth Advisor. In his role, he works alongside Wealth Advisors to create, present, and implement custom financial plans for clients. He joined Burney Wealth Management in 2021, shortly after receiving his BS in finance with a concentration in financial planning from Virginia Tech. Brian is a Registered Investment Advisor Representative and a CERTIFIED FINANCIAL PLANNER™ Practitioner. He lives in Arlington, Virginia, and in his free time can be found outdoors, attending sporting events, and cheering on his hometown Boston sports teams from afar.
Our Team
Portfolio Managers
Christine R. Arlitt
Portfolio Manager
Richard E. Bauchspies, JR., CFA
Portfolio Manager
Sherrie Campbell, CFP, RLP
Portfolio Manager
John M. (Mike) Daley, PhD
Portfolio Manager
John W. Drerup
Portfolio Manager
Yevgeniy Gushcha, PhD
Portfolio Manager
Thomas D. Hunt
Portfolio Manager
Kenneth E. Stanley, Col. USAF (Ret) – VP.
Portfolio Manager
Peter C. Woolston
Portfolio Manager
Joel Sues, CFA, CAIA
Portfolio Manager
Jodi Bowman
Portfolio Manager
Wealth Advisors
Adam Newman, CFA, CFP®, RICP®
Managing Partner
Kyle McFarland, CFP®
Wealth Advisor
Bijal Patel, CFP®
Senior Wealth Advisor
Ben Scrivener, CFP®, AIF®
Wealth Advisor
Brenna Surette, CFP®
Financial Planning Coordinator
Brian Quantrille, CFP®
Associate Wealth Advisor
Roch Monnig, CFP®
Wealth Advisor
Robbie Pratt
Associate Investment Advisor
Russ Floyd, CFA
Director, Investment Advisor
Trading & Operations
Andy Pratt, CFA
Director of Investment Strategy
Fariba Shahbaz
Senior Trader
AJ Mullan
Investment Analyst
Sue Burghouwt
Administrator
Leslie Sinyard
Assistant Portfolio Manager
Analytical & Technology Group
Alex Shen, CFA
Director of Research
Kenny Mezher, CFA, CFP®
Director of Analytics and Trading
Angie Rugari
Compliance Officer
Martin Walsh
Director of Information Technology
Hannah Vass
Information Technology Specialist
Leadership Team
Lowell D. Pratt Jr., CFA
President and Chairman
Michael J. Newman, JD
Chief Compliance Officer
William A. Stewart
Director of Operations
Wayne Ferbert
Senior Managing Director, Burney Advisor Services
Christine R. Arlitt
Portfolio Manager
Christine joined The Burney Company in 1987 and progressed to the position of Portfolio Manager in 1991. Prior to joining The Burney Company, she was employed by Arthur Andersen & Co. for over eight years. She received her BS in Finance and Economics from Towson University in 1977 and earned the designation of Certified Public Accountant in 1982.
Richard E. Bauchspies, JR., CFA
Portfolio Manager
Richard joined The Burney Company in 1992 as an assistant Portfolio Manager and analyst. Richard is a Penn State graduate earning a BS in Civil Engineering in 1983. He achieved the Chartered Financial Analysts designation in 1996, and became a Portfolio Manager for the company that year as well.
Sherrie Campbell, CFP, RLP
Portfolio Manager
Sherrie Campbell’s expertise is in retirement planning as it relates to life planning. In addition, she works with charitably minded clients on qualified charitable distributions. She manages customized equity portfolios and designs tailored financial plans.
She has a BSEd and MEd in English Education from the University of Georgia and is a Certified Financial Planner (CFP®) Practitioner, a Registered Life Planner (RLP®) and a member of the Ed Slott Master Elite Advisor Group. She is currently the only RLP® and Master Elite in the country.
Sherrie is married to Mike, and they have two wonderful children. She lives in Watkinsville, Georgia, and enjoys waterfall hikes, watching UGA sporting events, and lots of reading. She joined the Burney Company in 1994 and is a director.
John M. (Mike) Daley, PhD
Portfolio Manager
Mike has been a Portfolio Manager with The Burney Company since 1985. Mike graduated from the United States Military Academy at West Point. He earned Masters and PhD degrees in nuclear physics at Tulane University. He is a Vice President for Investments and serves on the Board of Directors.
John W. Drerup
Portfolio Manager
John joined The Burney Company as a Portfolio Manager in 2004. John received an undergraduate degree from the Naval Academy and served as a Navy Supply Corps Officer obtaining the rank of Captain. John earned a Masters in Business Administration from the University of Florida and earned a Masters in Personal Financial Planning from the College for Financial Planning.
Yevgeniy Gushcha, PhD
Portfolio Manager
Yevgeniy began his career with The Burney Company in 2000 as an Equity Analyst upon graduation from American University with a Bachelor’s degree in Finance. In 2004, he earned a Ph.D. in Economics from Kuban State University in Krasnodar, Russia. In 2007 he transitioned to Portfolio Management as Head of Operations and Trading. In 2009, he became a Portfolio Manager.
Thomas D. Hunt
Portfolio Manager
Tom joined The Burney Company in 1983 as one of their analysts. In early 1985, Tom became a Portfolio Manager and has remained a full time PM since. Tom received his BS from Miami University in Oxford, Ohio, in 1977 and his MS from the University of Michigan in Ann Arbor, Michigan, in 1979.
Kenneth E. Stanley, Col. USAF (Ret) – VP.
Portfolio Manager
Ken is an Investment Adviser Representative of the company and President of Burney Investment Services. Ken received his BSEE from the U.S. Naval Academy and his MEA from George Washington University. Ken graduated at the top of his pilot training class and holds an FAA Airline Transport Pilot rating. He has been with the company since 1979.
Peter C. Woolston
Portfolio Manager
Peter joined The Burney Company in 1984. He is a Syracuse University class of 1967 graduate and holds a graduate degree from The University of Colorado. He lives with his wife and two children in Essex, Connecticut.
Joel Sues, CFA, CAIA
Portfolio Manager
Joel joined Burney Company in 2016 after initial experience in Retail Banking to focus on research and development of Burney Company strategy. He holds a BS in Economics from Duke University, and an MA in Economics from George Mason University. Joel is also currently pursuing his Chartered Financial Analyst designation.
Jodi Bowman
Portfolio Manager
Jodi interned with The Burney Company as an administrative assistant beginning in 2006. She became an administrator to members of our sales team in 2015. She is currently a portfolio manager and assistant to Mike Daley. Jodi has over 15 years of experience in the finance industry including her previous position as a mortgage loan officer. She has degrees in Computer Technology and Business Administration.
Pierce Owen
Portfolio Manager
Pierce Owen brings a passion for personalized financial stewardship to The Burney Company. As a Portfolio Manager, Pierce excels in providing tailored financial advice and guiding clients from diverse backgrounds towards achieving their financial aspirations. He enjoys assisting clients in making impactful contributions to worthy causes through qualified charitable distributions.
Pierce graduated summa cum laude and with Honors from the South Carolina Honors College, earning a Bachelor of Science in International Business from the University of South Carolina. Furthering his education, he obtained a Master of International Business from the Moore School of Business and a Masters in Management from ESCP Europe in Paris, France.
Before joining The Burney Company in 2024, Pierce honed his skills and gained valuable experience at several prestigious organizations. He has developed a deep understanding of market trends throughout his career, having held significant roles at AT&T, SAPinsider, ABI Research, Gartner, and Machina Research.
Pierce resides in Athens, Georgia with his wife, Ghazal, and their two beloved chihuahua mixes, Marley and Tiny Tim. Outside of his professional endeavors, he enjoys traveling with his little family supporting Gamecock football, basketball, and baseball.
Adam Newman, CFA, CFP®, RICP®
Managing Partner
Adam Newman is responsible for the preparation and ongoing management of client financial plans, annual financial planning updates, and investment portfolio reviews. His expertise is in comprehensive financial planning, retirement income planning, tax planning, and investment policy development.
He has a BS in Applied Economics from Virginia Tech and is a Certified Financial Planner (CFP®) Practitioner. Adam is also a CFA charterholder as well as being awarded the Retirement Income Certified Professional (RICP®) designation, which focuses on advanced retirement income planning strategies.
Kyle McFarland, CFP®
Wealth Advisor
Kyle McFarland is responsible for the direct communication and ongoing management of client financial plans and investment portfolio reviews. His expertise is in comprehensive financial planning, new client acquisition, and portfolio analysis.
Kyle has a BS in Finance from the University of Tennessee and is a Certified Financial Planner (CFP®) Practitioner. He has held several FINRA broker dealer licenses and is a Registered Investment Advisor Representative.
Bijal Patel, CFP®
Senior Wealth Advisor
Bijal Patel joined the Burney Company in 2012. In his 25 years of leadership experience helping individuals and corporations in their efforts to identify, implement and accomplish their goals. Today as a partner he spends his time working with clients, managing and mentoring our staff and gives input to our investment and wealth management strategies. His efforts contributed to Burney Company being recognized by CNBC top 100 Financial Advisors.
Bijal resides in Richmond, VA with his wife Jinu of 21 years and two teenage children. In his spare time enjoys working in the garden and tackling small projects around the house that sometimes become big projects. He also spends time at the bowling alley and recorded a perfect 300.
Bijal earned his BS in finance from Central Connecticut State University and is a Certified Financial Planner (CFP®). Bijal has held several FINRA broker dealer licenses and is a Registered Investment Advisor Representative.
Bijal resides in Richmond, VA with his wife Jinu of 21 years and two teenage children. In his spare time enjoys working in the garden and tackling small projects around the house that sometimes become big projects. He also spends time at the bowling alley and recorded a perfect 300.
Bijal earned his BS in finance from Central Connecticut State University and is a Certified Financial Planner (CFP®). Bijal has held several FINRA broker dealer licenses and is a Registered Investment Advisor Representative.
Ben Scrivener, CFP®, AIF®
Wealth Advisor
Ben Scrivener is responsible for the preparation, direct communication and continued monitoring of client financial plans. His expertise is in comprehensive financial planning, tax, cash flow, retirement planning, insurance and portfolio analysis as they relate to client goals and resources.
Ben has a BA in Political Science and Economics from the Christendom College in Front Royal, VA and is a Certified Financial Planner (CFP®) Practitioner and an Accredited Investment Fiduciary (AIF®). Ben is a registered investment advisor representative.
Brenna Surette, CFP®
Financial Planning Coordinator
Brenna Surette joined Burney Wealth Management in 2018. As an associate advisor on the team, Brenna is responsible for preparing, monitoring, and updating client financial plans. She gathers financial reports and records to review. With this information, she assists the planning team to make appropriate recommendations to clients. Brenna resides in Vienna, VA. Outside of work she enjoys dance, both competitively and through coaching. She recently became a head coach for the Annandale High School Dance Team where she trains dancers in a variety of styles. Brenna earned her BS in Marketing from George Mason University. She is a CFP® professional and a Registered Investment Advisor Representative.
Russ Floyd, CFA
Director, Investment Advisor
Russ is a Director, Investment Advisor with almost 30 years of investment management and client relationship experience. His client-centered, door is always open approach has helped countless individuals and families realize their investment and financial goals. He is responsible for investment reviews, client outreach and helping new clients reach their investment goals.
During his work balanced lifestyle, Russ can be found in the Colorado mountains hiking, exploring and cycling. He enjoys riding road, gravel and mountain bikes.
Russ, his wife Sharon and their dog Annabelle, split time between Longmont, CO and Alpharetta, GA, where their son Justin and daughter Abby live respectively.
Russ graduated from Virginia Tech with a degree in Finance and concentration in investments. He is a CFA Charterholder.
Andy Pratt, CFA
Director of Investment Strategy
Andy joined the Burney Company in 2012 after graduating from Virginia Tech. Always fascinated with Behavioral Finance, Andy double-majored in Economics and Psychology. He is deeply interested in developing investment strategies and ways to communicate these strategies that are sound from both an investment and investor behavior standpoint. He earned his CFA Charter in 2017 and is an Investment Advisor Representative.
Fariba Shahbaz
Senior Trader
Fariba is a senior Trader who joined the firm in 1989 and possesses a BS in Business Management.
Sue Burghouwt
Administrator
Sue joined The Burney Company in 2010 to work part-time as an administrative assistant to Richard Bauchspies, in Portsmouth RI, after 17 years as a full-time mom. Previously, she worked for the Travelers Insurance Company, Hartford, CT, as an Assistant Director in the Special Liability Group. She holds a BS in Computer Engineering from Bucknell University.
Alex Shen, CFA
Director of Research
Alex joined The Burney Company in 2012 as Director of Research. Her responsibilities include monitoring our proprietary models, analyzing portfolio performances, and researching and preparing studies on macro trends. She is a quant by training and has a wide range of experience in the financial services industry, including analytical positions with Georgina Asset Management, the Virginia College Savings Plan and the Virginia Resources Authorityís Bond Issuing Program. Alex received her Master in Finance from the University of Illinois at Urbana-Champaign and is working toward her PhD in Economics from Virginia Tech. She is a CFA Institute member and a member of the CFA Virginia Society. In 2007 she was awarded the CFA Institute Certificate of Achievement.
Kenny Mezher, CFA, CFP®
Director of Analytics and Trading
Kenny Mezher is a highly experienced and dedicated member of The Burney Company team. He holds a Bachelor’s degree in Applied Economics and a minor in Business from Virginia Tech. Kenny has been an integral part of the company for over 6 years and has contributed significantly to our success.
Kenny’s expertise in finance has been further enhanced by his achievement of the highly regarded CFA and CFP designations. His extensive knowledge and experience in financial planning and investment management have proven to be invaluable assets to our team.
Kenny is a highly driven individual with a strong commitment to providing exceptional service to our clients. He takes great pride in his work and is passionate about helping others achieve their goals. His analytical skills, attention to detail, and ability to communicate complex financial concepts in simple terms make him an asset to our team and a trusted advisor to our clients.
Angie Rugari
Compliance Officer
Angie joined the company in January of 2006 as an equity analyst and compliance officer. Previously, she worked for DuPont as a process engineer in the KevlarÆ department, then at Kaman Sciences Corporation as a research engineer. She earned a BS in Chemical Engineering from Virginia Tech in 1987.
Martin Walsh
Director of Information Technology
Martin joined The Burney Company in 1992 and works as a Research Analyst in the Analytical Group. Martin has over a decade of experience implementing Burney’s proprietary models, is a member of the Technology Committee and oversees the IT infrastructure. Martin is a 1992 graduate of Georgetown University with a BS in Finance.
Hannah Vass
Information Technology Specialist
Hannah joined the Burney Company as an intern in 2018 and 2019, and now works in the Analytical Group as an Information Technology Specialist. Hannah graduated from Virginia Tech in 2020 with a BS in Business Information Technology.
Lowell D. Pratt Jr., CFA
President and Chairman
Lowell joined The Burney Company in 1986, became a Portfolio Manager in 1992, was promoted to Director of Analysis in 1996 and became President in 2003. Lowell earned his Chartered Financial Analyst designation in 1989, has a BS in Finance and Economics from Virginia Tech and an MS in Banking and Financial Management from Boston University.
Michael J. Newman, JD
Chief Compliance Officer
Michael joined Burney as compliance officer in 2024. He has over 30 years of experience as a securities enforcement attorney. He was a branch chief and trial counsel at the Securities & Exchange Commission, and a senior counsel with FINRA. He has settled and litigated many significant disciplinary actions involving violations of the federal securities laws and FINRA rules, resulting in millions of dollars in fines and customer restitution. He began his career as an officer and judge advocate in the Unites States Air Force.
William A. Stewart
Director of Operations
Bill joined The Burney Company in 1987 as an equity analyst and is currently the Director of Operations for the Analytical Department. He has a BS in Administration from The University of New Hampshire and a Master of Accounting from George Washington University.
Wayne Ferbert
Senior Managing Director, Burney Advisor Services
Wayne has spent his entire 30-year career in financial services. He founded Alpha DNA Investment Management to broaden the use of machine learning in the Hedged Equity space.He previously co-founded an RIA firm to specialize in risk-management strategies using options. That firm's founding principles grew out of the book Wayne co-authored entitled Buy and Hedge, the Five Iron Rules for Investing Over the Long Term.
Wayne spent 10 years in the online brokerage segment with TD Ameritrade. He managed Business Development as a member of the Senior Operating Committee-including M&A and Market Research--as well as ran Product Development. Previously, Wayne held planning & analytical roles at Fortune 500 insurance and banking firms.
