Terence E. Burns, CFA is the President and Founder of Campion Asset Management, a boutique investment advisory firm that serves individuals, families, and tax-exempt organizations. Terence has overall responsibility for client servicing, establishing investment policy and strategic asset allocation, setting capital market return expectations, security selection, and firm compliance.

With over 20 years of investment analysis and portfolio management experience, Terence has served a wide range of individuals and tax-exempt organizations. Prior to founding Campion, he was a Senior Portfolio Manager at Bank of America Private Bank. Former affiliations also include Riggs & Co., the Association for Investment Management & Research and Fannie Mae.

As an active volunteer in the investment community, Terence has served as President of CFA Society Washington, DC, a President’s Council Representative for CFA Institute and a member of CFA Institute Standards of Practice Committee. He also was a contributing author on the third edition of Managing Investment Portfolios, A Dynamic Process (CFA Institute April 2007). Terence currently serves on the Editorial Advisory Board of the Journal of Wealth Management.

Terence also contributes to the community through teaching. He has served as an adjunct professor at both the Johns Hopkins University Carey School of Business and the University Of Virginia McIntire School Of Commerce. Terence received a M.B.A. from Pepperdine University and a B.S. in Finance from the University of Maryland. Terence holds the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society Washington, DC. He grew up in Potomac, Maryland and attended Saint Anselm’s Abbey School. He now lives in Fairfax Station, Virginia with his family. In his spare time, Terence enjoys spending time with his family, fishing and playing golf.