Chief Investment Officer
Gregory L. Burd, CFA
Greg’s professional career began more than 25 years ago, and he has been at Capital since 2000. He draws upon his experience at a major regional bank where he worked in Fixed Income Management, Credit Underwriting, and Treasury Management. At Capital, he serves as a member of the Investment Team, a Portfolio Manager, an Advisor, and a Bond Analyst. His fixed income analysis provides an added level of insight into our equity selections as well. Greg received a B.S. degree in Economics from the University of Wisconsin–Madison and an M.A. in Economics from the University of Wisconsin–Milwaukee. He is a Chartered Financial Analyst charterholder and a Registered Investment Advisor representative.
Gregory L. Burd
Principal, Capital Investment Services of America, Inc.
Fixed Income Analyst
University of Wisconsin-Madison
University of Wisconsin-Milwaukee
From the time he had his first paper route, Greg has been interested in the mechanisms by which individuals, companies, and financial markets function in the economy. “The market forces, influences, and incentives that drive economic behavior are fascinating,” says Greg. He has found conducting investment research and managing client portfolios to be two productive ways to apply this interest on a daily basis. When not navigating the financial markets, Greg enjoys bicycling, traveling, fishing, and embarking on his annual trek to the Indianapolis 500.