Jeffrey Burger
Senior Portfolio Manager- Municipal Fixed Income
- Role
- Senior Municipal Fixed Income Portfolio Manager at Insight Investment
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Experience
Senior Municipal Fixed Income Portfolio Manager
Sep 2021 — Present · Boston, MA, US
Jeffrey joined Insight in September 2021 as a senior portfolio manager following the transition of Mellon Investments’ fixed income strategies to Insight. He has been in the investment industry since 1998 and joined Mellon Investments in 2009. He is responsible for managing US municipal bond strategies for institutional, high net worth and mutual fund clients, including international clients. Previously, Jeffrey worked at Columbia Management as a portfolio manager and senior research analyst and at Fitch Ratings as a senior-level analyst. Jeff was elected to the Society of Municipal Analysts in 2019 and is a former chairman and member of the executive committee for the National Federation of Municipal Analysts. He is also a past president of the Boston Municipal Analysts Forum. Jeffrey earned an MPA from the Maxwell School of Citizenship and Public Affairs at Syracuse University and a BA degree, cum laude, in Policy Studies and Public Relations from Syracuse University. He is a CFA charterholder and is a member of the CFA Institute.
Education
Syracuse University
Bachelor of Arts - BA, Policy Studies and Public Relations
1993 — 1997
Syracuse University - Maxwell School
Master of Public Administration - MPA
1997 — 1998
Skills
- High Yield
- Credit
- Wealth Management
- Bonds
- Derivatives
- Capital Markets
- Hedge Funds
- Asset Management
- Fixed Income Analysis
- Bloomberg
- Municipal Bonds
- Municipalities
- Equities
- Asset Allocation
- Mutual Funds
- Risk Management
- Fixed Income
- Portfolio Management
- Fixed Income Strategies
- Investment Strategies
- Investments
- Securities
- Investment Management
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