Mr. Burwell serves as Senior Investment Officer of the Trust Company. In this role, he conducts fundamental equity and fixed income research and portfolio management. Mr. Burwell is the primary portfolio manager for institutional accounts, in addition to managing portfolios for high net worth clients. He is a member of the Trust Management Committee. He has extensive financial management experience, including nine years in corporate finance at Providence Energy Corporation (PEC). He has expertise in asset valuation via merger and acquisition transactions at PEC. Mr. Burwell earned the designation of Chartered Financial Analyst. He is a member of the CFA Institute and CFA Society Providence. Mr. Burwell has written numerous investment related articles for SOCO/New England Monthly magazine.
M.B.A., Yale University School of Organization and Management, New Haven, CT
B.S. in Marine Engineering, Highest Honors, United States Merchant Marine Academy, Kings Point, NY
Direct Phone Number: 401-751-3063