Mr. William B. Burns Jr. This is Me

Education

 View all 16 references Web References

1. 1. University College Stories

   www.croinstitute.com/students/ - [Cached]

   Published on: 2/3/2007   Last Visited: 2/3/2007

   William Burns, Jr.
   ...
   William Burns, Jr.
   ...
   William B. Burns Jr., CEO of Burns Matteson Capital Management
   ...
   When Bill Burns transferred to Syracuse University from State University College at Geneseo in 1989, he planned to attend University College for one year and then become a full-time student, pursuing a degree in Music Business from the College of Arts and Sciences.
   
   But in the fall of 1990 he got a phone call that ultimately changed his career path.

2. 2. Burns Matteson Capital Management

   www.burnsmatteson.com/whoweare - [Cached]

   Published on: 10/31/2002   Last Visited: 10/31/2002

   William B. Burns
   ...
   William B. Burns, Jr., CLU, ChFC, REBC, CFP President and Chief Investment Officer
   
   William Burns is a Certified Financial Planner (CFP) Licensee and has worked in the Financial Planning, Investment Advisory, and Insurance Industries for over a decade. Mr. Burns first came to Corning in 1994 as part of the team responsible for the effective development and launch of the Investment Services subsidiary of the Corning Credit Union. As the Senior Investment Advisor at the Credit Union, Mr. Burns was responsible for the Financial Planning and Portfolio Management needs of Corning Incorporated employees and retirees throughout the United States. During his tenure with the Credit Union, Mr. Burns helped hundreds of Corning Retirees make important decisions surrounding the proper rollover and effective management of their Corning Incorporated 401(k) Investment Plan.
   
   In December 1998 Mr. Burns departed Corning to accept the position of Vice President and Regional Manager for the United States brokerage subsidiary of London-based HSBC Holdings PLC - the 2nd largest bank in the world. HSBC is the parent company of the former Buffalo-based Marine Midland Bank. In December 2000 Mr. Burns returned to Corning to assume the role of President and Chief Investment Officer of Burns Matteson Capital Management.
   
   William Burns is a Cum Laude graduate of Syracuse University in Syracuse, New York where he was inducted into the Alpha Sigma Lamda and Golden Key National Honor Societies. Mr. Burns has also been awarded the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Registered Employee Benefits Consultant (REBC) Professional Designations from the American College in Bryn Mawr, Pennsylvania. Mr. Burns has completed the NASD Series 6, 7, and 63 Securities Examinations, NASD Series 4 Registered Options Principal Examination, NASD Series 24 General Securities Registered Principal Examination, and the NASD Series 65 Investment Advisor Examination
   
   William Burns has been profiled in "Who's Who in Finance and Industry" and "Who's Who in Music". Mr. Burns is a member of the Financial Planning Association, the Estate Planning Council of Central New York, and the National Center for Employee Ownership - a non-profit research organization dedicated to providing unbiased and professional information regarding employee stock option plans and employee stock ownership plans.
   
   In 2001 Mr. Burns was appointed to the Emerging Practices Advisory Council of Charles Schwab & Company. This Advisory Council is responsible for providing feedback to Charles Schwab & Company regarding the strategies and services provided to Institutional Investment Managers. Mr. Burns was one of only 10 individuals nationwide appointed to this council.
   
   Mr. Burns is a regular guest on our local NBC affiliate, WETM 18. Mr. Burns appears every Wednesday on the http://www.wetmtv.com/ program discussing a variety of Financial Planning and Investment topics. In addition to weekly television appearances, Mr. Burns has been a featured investment guest on a variety of internet websites including the Personal Finance Community on America Online, the SAGE Mutual Funds website, ParentSoup.com, MultexInvestor.com, and the Finance Channel at Yahoo.com. You can contact Mr. Burns at mailto:%20%20Bill@BurnsMatteson.com

3. 3. Yack.com - The Internet Program Guide

   handbag.yack.com/li/category_i - [Cached]

   Published on: 3/14/2001   Last Visited: 3/14/2001

   William Burns , President/CIO of Burns Matteson Capital Management , will take your questions on financial planning issues , market sectors and mutual funds.