Frank Wan
Institutional investment advisor
- Role
- Senior Vice President at Burgess Chambers & Associates Inc
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
Experience
Senior Vice President
Burgess Chambers & Associates Inc
Jun 2006 — Present · Orlando, FL, US
Institutional investment advisor based in Orlando, Florida. Client base: local and state government, pension plans, post-employment retirement benefit trusts, defined contribution and deferred compensation plans, treasury pools, endowments and foundations, non-profit organizations, corporate trusts, insurance trusts, Taft-Hartley plans, private wealth and family offices. BCA was established in 1988; currently advising +$8 billion in assets.
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