General Investing >> Money Manager Interviews >> July 21, 1997
DR. 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. Dr. 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, Dr. Burt serves as a consultant in financial planning and
investments to The Washington Post, Changing Times, The Washington
Times, Channel 7 and News Channel 8 (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 Wall Street Transcripts. Dr. 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. Dr. 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. Dr. Burt's community
activities have included holding a number of church offices, 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 on The
Montgomery County Drug Abuse Advisory Council. While President of BAI,
Dr. Burt founded and served as President for 10 years of a non-profit
organization devoted to conducting research in child abuse and neglect
and drug abuse. Dr. Burt is 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. Profile
Dr. Burt: Burt Associates, Inc. is engaged in two major activities. The
dominant one is money management. We manage portfolios
