General Investing >> Money Manager Interviews >> July 27, 1998
MARVIN R. BURT, President of Burt Associates, Incorporated, is a
Certified Financial Planner. He holds a Bachelor's degree from UCLA and
Master's and Doctorate degrees from The George Washington University,
with concentrations in Financial Management and Operations Research. He
is a graduate of the College for Financial Planning. Mr. Burt has more
than 30 years of financial management and investment experience. He
served as a Vice President for a large corporation for two years and has
been President of Burt Associates, Incorporated for 25 years. He
previously served in the U.S. Executive Office of the President, as a
Senior Staff member of the Urban Institute, and a Senior Consultant with
Peat, Marwick, Mitchell and Company. In addition to being President of
BAI, Mr. Burt serves as a Consultant in financial planning and
investments to 'The Washington Post,' 'Changing Times,' 'The Washington
Times,' Channel 7 and Channel 8 News (Washington, D.C.). He wrote a
regular column for four years on financial planning and investments. He
has frequently been quoted in 'The Washington Post,' 'Changing Times,'
'The Washington Times' and has appeared as a guest on the television
show 'The Nation's Business Today' and News Channel 8. He was a
participant in 'Barron's Quarterly' 'Big Money Poll' and has been quoted
extensively in that publication and in The Wall Street Transcript. Mr.
Burt has been an Adjunct Professor at The George Washington University.
He has conducted numerous seminars and lectures for various
organizations and has authored more than 80 publications including six
books. Mr. Burt's memberships include the National Association of
Personal Financial Advisors and the Institute of Certified Financial
Planners. He served as Vice President of the National Capital Chapter of
the International Association for Financial Planning and he is a Fellow
of the American Association for the Advancement of Science. He also was
the Dean of the 1995 Institute of Certified Financial Planners Mid-
Atlantic Conference. One of his professional articles on sophisticated
estate planning was recently published in the 'Journal of Financial
Planning.' He is included in 'Who's Who in the East,' 'Who's Who in the
World,' 'Who's Who in Finance and Industry' and other biographical
publications. Mr. Burt's community activities have included holding a
number of church officer, including Chairman of the Board, and playing
an active role in community involvement on behalf of neglected and
abused children. He has also been actively involved in drug abuse
prevention and treatment for nearly 20 years and was appointed by the
County Executive to serve as President for 10 years of a nonprofit
organization was devoted to conducting research in child abuse and
neglect and drug abuse. Mr. Burt was formerly Vice President for Small
Business of The Bethesda-Chevy Chase Chamber of Commerce. He is
currently Vice President-Finance of the Avenel Community Association. He
is the past President of the Potomac Rotary Club. Among other awards, he
has received the Rotary 'Distinguished Club President' award.
SECTOR - general investing
(GAV500) (6668) Profile
predominantly in managing balanced investment portfolios for your
clients. Will you appraise the benefits of a balanced portfolio
