Peter Burgess
Director/Board Member at JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND
Net worth: 23 813 $ as of 30/03/2024
Profile
Peter S.
Burgess is currently the Chief Executive Officer at T.
Hoffman Associates LLC.
He is also a Director at Duncaster, Inc. and a Trustee at John Hancock California Municipal Bond Fund, John Hancock Current Interest, John Hancock Sovereign Bond Fund, John Hancock Preferred Income Fund, John Hancock Funds III, John Hancock Funds II, John Hancock Municipal Securities Trust, John Hancock Exchange Traded Fund Trust, John Hancock Emerging Markets Income Fund, John Hancock Strategic Diversified Income Fund, John Hancock Floating Rate High Income Fund, John Hancock Collateral Trust, John Hancock Funds, Inc., John Hancock Tax-Advantaged Dividend Income Fund, and John Hancock Variable Insurance Trust.
In the past, Mr. Burgess served as a Director at Southwest Airlines Co., PMA Cos., Inc., The Todd Organization, and LIN Television Corp.
He was also an Independent Director at Lincoln Educational Services Corp.
and Symetra Financial Corp.
Additionally, he held the position of Executive Vice President at Thomson Corp.
and President at Westport Resources Management, Inc. Mr. Burgess has a background in accounting and was a Partner & Accountant at Arthur Andersen LLP.
He is a member of The American Institute of Certified Public Accountants.
He obtained his undergraduate degree from Lehigh University.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
30/10/2022 | 2,044 ( 0.00% ) | 23 813 $ | 30/03/2024 |
Peter Burgess active positions
Companies | Position | Start |
---|---|---|
JOHN HANCOCK PREFERRED INCOME FUND | Director/Board Member | 31/12/2011 |
JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | Director/Board Member | 31/12/2011 |
John Hancock Sovereign Bond Fund | Director/Board Member | 31/12/2004 |
The University of Texas at Austin | Corporate Officer/Principal | 01/01/1971 |
John Hancock California Municipal Bond Fund | Director/Board Member | 31/12/2004 |
John Hancock Municipal Securities Trust
John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA. | Director/Board Member | 31/12/2004 |
John Hancock Emerging Markets Income Fund
John Hancock Emerging Markets Income Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Emerging Markets Income Fund is a non-diversified, closed-end management investment company. Its objective is to provide high current income and its secondary investment objective is to seek capital appreciation. The company was founded in 2011 and is headquartered in Boston, MA. | Director/Board Member | 31/12/2004 |
John Hancock Floating Rate High Income Fund | Director/Board Member | 31/12/2004 |
John Hancock Collateral Trust
John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA. | Director/Board Member | 31/12/2004 |
░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░ ░░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | ░░░░░░░░░░ |
Former positions of Peter Burgess
Companies | Position | End |
---|---|---|
░░░░ ░░░░░░░ ░░░░░░░░░░░ ░ ░░░░ ░░░░░░░ ░░░░░░░░░░░░░░ ░░░░░░ ░░░░░░░░░░░ ░░░░░ ░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | ░░░░░░░░░░ |
░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░░░ ░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | ░░░░░░░░░░ |
░░░░ ░░░░░░░ ░░░░░░ ░░░░░░ ░░░░░ ░░░░░░ ░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | ░░░░░░░░░░ |
░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | ░░░░░░░░░░ |
░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | ░░░░░░░░░░ |
Training of Peter Burgess
Lehigh University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 2 |
---|---|
SOUTHWEST AIRLINES CO. | Transportation |
LINCOLN EDUCATIONAL SERVICES CORPORATION | Commercial Services |
Private companies | 31 |
---|---|
John Hancock Financial Opportunities Fund
John Hancock Financial Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Financial Opportunities Fund is a closed-end diversified management investment fund. Its objective is to provide a high level of total return consisting of long-term capital appreciation and current income. The company was founded on August 23, 1994 and is headquartered in Boston, MA. | Miscellaneous |
John Hancock California Municipal Bond Fund | Miscellaneous |
John Hancock Current Interest | Miscellaneous |
John Hancock Income Securities Trust
John Hancock Income Securities Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Income Securities Trust operates as a closed-end investment fund. Its investment objective is to generate a high level of current income consistent with prudent investment risk. The company was founded on February 14, 1973 and is headquartered in Boston, MA. | Miscellaneous |
John Hancock Investors Trust
John Hancock Investors Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Investors Trust is a closed-end investment fund, which engages in investment activity. Its objective is to generate income for distribution to its shareholders. It also seeks capital appreciation. It invests in a diversified portfolio of corporate and government bonds. The company was founded on October 26, 1970 and is headquartered in Boston, MA. | Miscellaneous |
John Hancock Sovereign Bond Fund | Miscellaneous |
Thomson Corp.
Thomson Corp. Internet Software/ServicesTechnology Services The Thomson Corporation (Thomson) is a global provider of integrated information solutions. Thomson operates in four segments: Legal & Regulatory, which provides integrated information solutions to legal, tax, accounting, intellectual property, compliance and other business professionals; Learning, which provides tailored learning solutions to colleges, universities and professors, among others; Financial, which provides products and integration services to financial and technology professionals, and Scientific & Healthcare, which provides information and services in the healthcare, academic, scientific, corporate and government markets | Technology Services |
PMA Cos., Inc.
PMA Cos., Inc. Multi-Line InsuranceFinance PMA Cos., Inc. provides property and casualty insurance services. It offers third-party administration and risk services specializing in worker's compensation; and providing other commercial property and casualty insurance products, as well as auto and general liability services. The firm serves the healthcare, food manufacturing, wholesale, retail, financial, insurance and real estate industries. Its insurance services include underwriting, financial & actuarial, account management, customer service center, claims, risk control and managed care. The company was founded in 1915 and is headquartered in Blue Bell, PA. | Finance |
Westport Resources Management, Inc.
Westport Resources Management, Inc. Investment ManagersFinance Founded in 1986 by John Vaccaro, Westport Resources Management, Inc. is a registered investment advisor located in Westport, Connecticut. The firm is a subsidiary of United Capital Financial Partners, Inc.. They provide discretionary investment management services to individuals, businesses and professional practices. | Finance |
John Hancock Preferred Income Fund
John Hancock Preferred Income Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Preferred Income Fund operates as a closed-end investment fund/investment trust. It seeks to provide a high level of current income consistent with preservation of capital by investing its assets in preferred stocks or other preferred securities, including convertible preferred securities. The company was founded on August 27, 2002 and is headquartered in Boston, MA. | Miscellaneous |
John Hancock Preferred Income Fund II
John Hancock Preferred Income Fund II Investment Trusts/Mutual FundsMiscellaneous John Hancock Preferred Income Fund II is a closed-end investment fund, which engages in reverse repurchase agreements and invests in derivatives to establish investment leverage or for temporary purposes. The company was founded on November 29, 2002 and is headquartered in Boston, MA. | Miscellaneous |
John Hancock Preferred Income Fund III
John Hancock Preferred Income Fund III Investment Trusts/Mutual FundsMiscellaneous John Hancock Preferred Income Fund III operates as a closed-end management investment company. It seeks to provide a high level of current income consistent with preservation of capital by investing in securities that, in the opinion of the Advisor, may be undervalued relative to similar securities in the marketplace. The company was founded on June 19, 2003 and is headquartered in Boston, MA. | Miscellaneous |
John Hancock Funds III | Miscellaneous |
John Hancock Funds II | Miscellaneous |
John Hancock Tax-Advantaged Global Shareholder Yield Fund
John Hancock Tax-Advantaged Global Shareholder Yield Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Tax-Advantaged Global Shareholder Yield Fund operates as a closed-end investment fund. It intends to provide total return consisting of current income and gains and long term capital appreciation. The company was founded on April 23, 2007 and is headquartered in Boston, MA. | Miscellaneous |
John Hancock Municipal Securities Trust
John Hancock Municipal Securities Trust Finance/Rental/LeasingFinance John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA. | Finance |
John Hancock Exchange Traded Fund Trust | Miscellaneous |
John Hancock Hedged Equity & Income Fund
John Hancock Hedged Equity & Income Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Hedged Equity & Income Fund is a closed-end fund management investment company. The fund seeks to provide total return with a focus on current income and gains and also consisting of long-term capital appreciation The company was founded on May 26, 2011 and is headquartered in Boston, MA. | Miscellaneous |
John Hancock Emerging Markets Income Fund
John Hancock Emerging Markets Income Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Emerging Markets Income Fund is a non-diversified, closed-end management investment company. Its objective is to provide high current income and its secondary investment objective is to seek capital appreciation. The company was founded in 2011 and is headquartered in Boston, MA. | Miscellaneous |
John Hancock Strategic Diversified Income Fund | |
John Hancock Floating Rate High Income Fund | |
John Hancock Collateral Trust
John Hancock Collateral Trust Investment Trusts/Mutual FundsMiscellaneous John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA. | Miscellaneous |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Commercial Services |
Symetra Financial Corp.
Symetra Financial Corp. Life/Health InsuranceFinance Symetra Financial Corp. engages in providing financial services. The firm operates through following four business segments: Benefits, Deferred Annuities, Income Annuities and Individual Life. The Benefits segment offers medical stop-loss insurance, limited benefit medical plans, and group life, accidental death and dismemberment insurance and disability income insurance to employer groups. The Deferred Annuities segment offers fixed and variable deferred annuities. The Income Annuities segment offers single-premium immediate annuities and single-premium deferred-payout annuities. The Individual Life segment offers term, universal and variable life insurance, as well as bank-owned and corporate-owned life insurance. Its products include employee benefits, annuities and life insurance. The company was founded in 1957 and is headquartered in Bellevue, WA. | Finance |
John Hancock Premium Dividend Fund
John Hancock Premium Dividend Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Premium Dividend Fund operates as a closed-end investment fund/trust. The company was founded on December 21, 1989 and is headquartered in Boston, MA. | Miscellaneous |
John Hancock Funds, Inc.
John Hancock Funds, Inc. Investment Banks/BrokersFinance Part of Manulife Financial Corp., John Hancock Funds, Inc. provides investment services. The private company is based in Lansdowne, PA. Andrew Grant Arnott has been the CEO of the company since 2012. | Finance |
John Hancock Variable Insurance Trust | Miscellaneous |
The Todd Organization
The Todd Organization Miscellaneous Commercial ServicesCommercial Services The Todd Organization provides consulting, financing and administrative services. The firm provides executive benefit consulting services, benefit financing solutions and administration for major corporations and financial institutions. The company was founded in 1957 by John O. Todd and is located in Guilford, CT | Commercial Services |
John Hancock Tax-Advantaged Dividend Income Fund
John Hancock Tax-Advantaged Dividend Income Fund Investment Trusts/Mutual FundsMiscellaneous John Hancock Tax Advantaged Dividend Fund operates as a closed-end investment fund/investment trust. It seeks to provide a high level of after-tax total return from dividend income and capital appreciation by investing its assets in dividend-paying common and preferred securities. The firm investment management services are provided through John Hancock Advisers, Inc. The company was founded in 2004 and is headquartered in Boston, MA. | Miscellaneous |
LIN Television Corp.
LIN Television Corp. BroadcastingConsumer Services LIN Television Corp. owned and operated television stations and digital channels. Its television stations delivered local news, community service, and popular sports and entertainment programming to viewers. The company was founded on June 18, 1990 and was headquartered in Richmond, VA. | Consumer Services |
- Stock Market
- Insiders
- Peter Burgess