Ken Jesudian, CEO of Burgundy Asset Management Ltd., is pleased to announce the following appointment:
Joseph Rooney, CFA, to Vice President and Head of the Private Client Group.
Joe joined Burgundy in 2006 and during his tenure has built and maintained relationships with Canadian private clients and U.S. foundations and endowments. Joe was appointed a Vice President of the firm in July 2011. After two successful years working with the firm’s U.S. clients, he returns to the Private Client Group to oversee the private client business. Prior to joining Burgundy, Joe spent several years with Altamira Investment Services as a Financial Advisor.
Joe earned his BA in Economics from Wilfrid Laurier University and his MFin from the University of Toronto’s Rotman School of Management.
Burgundy is an independent discretionary global investment manager for private clients and institutions. The company’s focus is high-quality companies that are undervalued and meet strict criteria through a fundamental research process. Burgundy has been in business for more than 20 years and is proud of its investment record and its long-term client retention.