• Contact Us

    Thank you for your interest in Capital.
    We welcome the opportunity to meet with you.

    Please Note!

    We've moved! Our new office is located on the 13th floor in the Chase building across the street from our previous location. Please call if we can help you find us!

  • Our Telephone Numbers

    (414) 278-7744  Local
    (800) 345-6462  Toll-free
    (414) 278-8403  Fax

    Our Mailing Address

    Capital Investment Services of America, Inc.
    111 E. Wisconsin Avenue
    Suite 1310
    Milwaukee, Wisconsin 53202


Gregory L. Burd, CFA

Principal

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.

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Quick Facts

Capital Roles

Fixed Income Analyst
Investment Team
Portfolio Manager
Advisor

Joined Capital

2000

Education

University of Wisconsin-Madison
University of Wisconsin-Milwaukee

Personal Insight

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.