J.W. Burns & Company, Inc.

James Burns is a CFA® charterholder with 39 years of experience at J.W. Burns & Company, Inc., where he currently serves as an advisor. He holds Series 63 and Series 65 licenses and operates out of Dewitt, NY. J.W. Burns & Company, Inc. provides individualized portfolio management and limited financial planning to a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm manages approximately $872 million on a discretionary basis and employs a long-term, fundamental analysis investment approach that incorporates personal investment policies and treats cash as an asset class.

Andrew Derrenbacker is a CFP® and CFA® at J.W. Burns & Company, Inc. in Dewitt, NY, with eight years at the firm and a total of four years of industry experience. He previously worked and studied at Colgate University from 2014 to 2018. J.W. Burns & Company, Inc. provides individualized portfolio management and limited financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses fundamental analysis and a long-term purchase orientation, developing personal investment policies with each client and managing approximately $872 million on a discretionary basis.

Thaddeus Malley is a CFP® professional with four years of industry experience, currently serving at J.W. Burns & Company, Inc., where he has worked since 2006. The firm provides individualized portfolio management and limited financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. J.W. Burns & Company manages approximately $872 million on a discretionary basis and emphasizes fundamental analysis and a long-term purchase orientation in its investment approach.

Edward Grassi is a financial advisor at J.W. Burns & Company, Inc. in Jupiter, FL, holding a Series 65 credential with four years of industry experience. He has been part of J.W. Burns & Company since 1999. J.W. Burns & Company, Inc. provides individualized portfolio management and limited financial planning to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a long-term investment approach based on fundamental analysis and manages approximately $872 million on a discretionary basis.