Frederic G. Burke is the Senior Vice President and Manager of Sandy Spring Trust. Mr. Burke has over 25 years of extensive experience in fiduciary and asset management. Prior to joining Sandy Spring Trust, he served as President and Chief Investment Officer of Johnston Lemon Asset Management. Mr. Burke has published numerous articles and monthly essays on current fiduciary and investment issues, has been commended by the Washington Business Journal for “his level head and ability to avoid bubbles,” and continues to be interviewed by business publications regarding wealth management strategies. A graduate of Xavier University, Mr. Burke holds a law degree from the Georgetown University Law Center and an MPA from American University. He also holds the Certified Financial Planner and Certified Trust and Financial Advisor designations. Profile
TWST: Would you begin with a brief overview of Johnston Lemon Asset
Management, Inc., and your responsibilities there?
Mr. Burke: Johnston Lemon Asset Management was founded nine years ago