Key Professional Staff

James C. Burns, CFA,President, Chief Investment Officer

As President, Jim is involved in all aspects of the business, specifically in company analysis as well as industry and economic research. He is a Chartered Financial Analyst (CFA), and is a member of the Rochester Society of Security Analysts as well as the Syracuse Bond Club. Jim graduated from St. John Fisher College with a Bachelor of Arts in Communications/Journalism and a concentration in Political Science.

James A. Sanderson, Senior Portfolio Manager

Jim began his career with Marine Midland Bank (now HSBC) in Buffalo, and later served as Vice President of Trust Investments for Marine Midland in Rochester. From Rochester, Jim moved to Ithaca, where he spent 23 years as portfolio manager and 8 years as Chief Investment Officer of the Cornell University Investment Office. With a sizable portion of the Cornell Endowment in tow, Jim and his daughter founded Sanderson Capital Management (later Sanderson & Stocker, Inc.), providing investment management for endowments, foundations, corporations and high net worth individuals. He holds a BA degree from Dartmouth College and an MBA in Finance from the Amos Tuck School at Dartmouth.

Peter N. Bunitsky, Portfolio Manager/Analyst

Prior to joining J.W. Burns & Company, Peter was a Trust Operations Officer and Manager at the Bank of California in San Francisco. He has over 20 years of management, research, and client service experience in the investment and accounting fields. While at the Bank of California, he helped create and manage a successful family of mutual funds. Peter graduated Cum Laude and Phi Beta Kappa from the University of Delaware with a Bachelor of Arts in Chemistry.

Edward A. Grassi, Vice President

Portfolio Management/Marketing

Prior to joining J.W. Burns & Company, Ed worked as an accountant for SUNY Health Science Center and as a Client Services Representative with Primus Financial Services. Ed has over 12 years' experience in the financial and accounting industry. Ed received his Bachelor of Science Degree in Accounting from the State University of New York at Oswego. He also holds a Masters in Business Administration from LeMoyne College.

Martin M. Connelly

Marketing

Marty started his career at the Onondaga Agency (formerly Martin H. Doyle, Inc.), where he helped develop a business from $2,000 a year to over $1,000,000 a year. He then moved on the Morgan Stanley, where as a financial advisor he managed over 1,000 accounts and won multiple sales awards. He was Syndicate Coordinator of the Syracuse office and appointed Associate Vice President for his numerous sales and management achievements. In his over 30 years experience in marketing and sales, Marty has provided sound financial service and maintained excellent relationships with both clients and the greater Syracuse community.

Thaddeus J. Malley

Research Analyst

Prior to joining J.W. Burns & Company, Thad traded commodity future contracts as an arbitrage trader, trading on various exchanges and products. He received his Master of Arts in Economics from the State University of New York at Buffalo and stayed on to further study finance, receiving his Advanced Certificate in Financial Economics. He also received his Bachelor of Science in Civil Engineering from the State University of New York at Buffalo.

Dolores A. Powell, Director of Operations

Dolores supervises and coordinates all operational staff as well as monitoring the processing of trade activity. She is also the liaison with all supporting service vendors and contractors. Prior to joining J.W. Burns & Company in 1996, Dolores was employed by Agway Inc. as an office manager. At Agway, she managed the administrative support function for the Information Services Department. Dolores is a graduate from Central City Business Institute in Syracuse.