General Investing >> Money Manager Interviews >> January 28, 2014
A Large-Cap Growth Strategy Focused on Capital Appreciation and Income
Jon M. Burnham is Chairman and Chief Executive Officer of Burnham Asset Management Corporation and Burnham Securities Inc. He is Chairman and CEO of Burnham Investors Trust, and Portfolio Manager of the Burnham Fund, a series of the Trust. His career in the securities industry has spanned over 40 years. Prior to his current position, Mr. Burnham was Senior Vice President and Assistant to Frank Zarb, then Chairman and Chief Executive Officer of Smith Barney, Harris Upham & Co., Inc., and Senior Executive Vice President in charge of National Retail Sales of Drexel Burnham Lambert Inc. Mr. Burnham has been a member of the Securities Industry Association's Government Relations Committee and the New York Stock Allocation Committee. He serves as a trustee on the PENN Medicine Board of Trustees, and is a trustee of Blythdale Children's Hospital in Valhalla, New York. He is also on the board of trustees of the Jewish Institute for National Security Affairs. Mr. Burnham is a graduate of the Choate School in Wallingford, Connecticut. He received a B.S. in economics from the Wharton School of Finance and Commerce of the University of Pennsylvania in 1959. Profile
TWST: Could you please begin with a brief history and overview of your firm and the funds you manage, with a focus on the Burnham Fund?