Richard Aaron Burling

Portfolio Manager-Equities at Ziegler Capital Management LLC

Finance

Consumer Services

Profile

Mr. Richard A.
Burling, CFA MBA, is a Senior Portfolio Manager at Ziegler Capital Management LLC.
He is managing Growth Equity strategies at ZCM.
Prior to joining the firm in 2011, he was a Partner and Senior Portfolio Manager with Red Granite Advisors, LLC.
Prior to that, he was at Baird Investment Management as a Senior Vice President/Senior Portfolio Manager and voting member of the Large Cap Growth Investment Committee.
Prior to joining he he was with Firstar (now US Bank) Investment Research and Management Company LLC.
He received his M.B.A.
in Finance, Investments and Banking from the University of Wisconsin–Madison.
He earned his B.A.
in History from Northwestern University.
He is a CFA charter holder and a member of CFA Institute and CFA Society.

Richard Aaron Burling active positions

Companies	Position	Start
Ziegler Capital Management LLC Ziegler Capital Management LLC Investment ManagersFinance Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors.	Portfolio Manager-Equities	31/12/2010

All active positions of Richard Aaron Burling

Former positions of Richard Aaron Burling

Companies	Position	End
Red Granite Advisors LLC Red Granite Advisors LLC Investment ManagersFinance Founded in 2006 by David Bowman, Matthew MacLean and Joel Vrabel, Red Granite Advisors LLC is an investment advisor firm located in Milwaukee, Wisconsin.	Portfolio Manager-Equities	28/02/2013
Robert W. Baird & Co., Inc. (Equity) Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc.	Portfolio Manager-Equities	30/04/2006
Firstar Investment Research & Management Co. (WI)	Portfolio Manager-Equities	27/02/2001

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Training of Richard Aaron Burling

Northwestern University	Undergraduate Degree
University of Wisconsin	Masters Business Admin

Experiences
Positions held

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Connections

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Linked companies

Private companies	4
Firstar Investment Research & Management Co. (WI)	Finance
Robert W. Baird & Co., Inc. (Equity) Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc.	Finance
Red Granite Advisors LLC Red Granite Advisors LLC Investment ManagersFinance Founded in 2006 by David Bowman, Matthew MacLean and Joel Vrabel, Red Granite Advisors LLC is an investment advisor firm located in Milwaukee, Wisconsin.	Finance
Ziegler Capital Management LLC Ziegler Capital Management LLC Investment ManagersFinance Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors.	Finance

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