Profile
Wilson Perry Barton worked as an Investment Advisor & Portfolio Manager at Sunburst Financial Group LLC from 2019 to 2020.
Prior to that, he attended Birmingham-Southern College and received an undergraduate degree in 2018.
Former positions of Wilson Perry Barton
| Companies | Position | End |
|---|---|---|
Sunburst Financial Group LLC
Sunburst Financial Group LLC Investment ManagersFinance SFG utilizes a fundamental method of analysis while employing an asset allocation strategy based on a derivative of Modern Portfolio Theory (MPT). The core of their investment process rests on the belief that successful investing is dependent on a long-term focus. They are willing to accept short-term fluctuations in market performance knowing that markets have a historical upward trend. | Analyst-Equity | 01/01/2019 |
Training of Wilson Perry Barton
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Birmingham-Southern College
Birmingham-Southern College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sunburst Financial Group LLC
Sunburst Financial Group LLC Investment ManagersFinance SFG utilizes a fundamental method of analysis while employing an asset allocation strategy based on a derivative of Modern Portfolio Theory (MPT). The core of their investment process rests on the belief that successful investing is dependent on a long-term focus. They are willing to accept short-term fluctuations in market performance knowing that markets have a historical upward trend. | Finance |
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