Burgess B. Chambers 
President 
Bchambers@burgesschambers.com

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Mr. Chambers oversees all aspects of the firm. He founded the firm at age 32 and has developed the strategic and operational methods and practices of the firm since 1988. Mr. Chambers established BCA following a four-year rise to Executive Vice President of a nationally recognized investment counseling firm. He serves on the faculty of the Investment Management Institute in Greenwich, Connecticut, and the Florida Public Pension Trustees Association. Mr. Chambers has served as an arbitrator and judge for the National Association of Securities Dealers (NASD) in Tampa and has served on the Florida Bar Grievance Committee in Orlando. He is an associate member of the Association of Investment Management and Research (AIMR) and the Orlando Chapter. Mr. Chambers has published numerous articles, and has been quoted in U.S. News and World Report and Investment Management Weekly. He was formerly an Executive Vice President of an investment counseling firm and an executive with a major Texas based oil and gas exploration and production company. Mr. Chambers received his M.B.A. and B.S. degrees from Tulane University. He was a research fellow of the department of physics. He is the registered principal of the firm.

Frank Wan
Senior Vice President
Fwan@burgesschambers.com

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Mr. Wan is a senior investment  consultant responsible for marketing, investment research, and client service. Mr. Wan is chair of the investment committee and his research has been published by Forbes and Investor Business Daily. Prior to joining BCA in 2006, Frank worked as an equity analyst at KCM Asset Management, a market neutral hedge fund. Mr. Wan received his undergraduate degree from  Stetson University and an MBA from Rollins College. Mr. Wan is a frequent speaker at various conferences, including Florida Public Pension Trustees Association and Florida Government Finance Officers Association.

Larry M. Cole
Executive Vice President
Lcole@burgesschambers.com

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Mr. Cole is a senior investment consultant who specializes in investment manager due diligence and asset allocation.  Prior to entering the consulting profession in 2001,  Mr. Cole served 11 years as Senior Vice President and Managing Director of a national investment management  firm with over  $50 billion in total assets at the time of his departure in 2001.  Mr. Cole also served on  the asset allocation committee and had direct responsibility for $2 billion in assets. Mr. Cole’s previous experience includes several years as Vice President, Manager of  Investment Services for Wachovia Bank and Vice President and Investment Officer at American Fletcher National  Bank in Indiana.  Mr. Cole has over 33 years combined experience in the institutional investment management and consulting industry. He is an associate member and frequent speaker of the Florida Public Pension Trustees Association.  He has also presented at various national pension conferences. He received a B.S. degree in Finance from Indiana University .


Karla Engard
Secretary, Chief Compliance Officer 
Kengard@burgesschambers.com

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Ms. Engard’s twenty-five years of client service and relationship management experience has made her an effective member of the firm’s management team. She oversees all aspects of client service and administration. Previously, she was employed by a leading financial institution with $249 billion in wealth and investment management assets, serving in a number of capacities including, client service manager, compliance manager, consultant relations, product development team member and HR staff development. Ms. Engard attended the University of North Florida; and a graduate of National Trust School and Cannon Financial Institute. Ms. Engard earned her designation as a Certified Retirement Plan Specialist from the International Foundation of Employee Benefits. Ms. Engard served on the CRPS charter board associated with the American Bankers Association. She is an active associate member of the Florida Public Pension Trustees Association.
Richard Snyder
Senior Consultant
Rsnyder@burgesschambers.com
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​​Mr. Snyder has over 24 years of experience in the institutional retirement plan markets and is a Senior Consultant working with clients on their investments, plan design, and fee structure in their defined contribution and defined benefit plans. Richard got his start in the business with the State of Florida, Division of Treasury, Bureau of Deferred Compensation. While there he earned his Certified Public Manager® designation at Florida State University. For the last 20 years he has worked as a retirement education specialist, relationship manager, and managing director selling and retaining defined contribution and defined benefit plans for The Hartford/Mass Mutual, Nationwide, AXA and Lincoln Financial Group. In addition, Richard obtained his FINRA 6, 26, 63 and the State of Florida Life and Variable Annuity Licenses. Richard graduated from the University of Central Florida with a degree in Business Administration and has been a long-standing member of the NAGDCA, FPPTA, and GFOA organizations.
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Robert Masrieh
Treasurer
Rmasrieh@burgesschambers.com

Mr. Masrieh, Treasurer of the company, serves as the Chief Financial Officer with primary responsibility of overseeing the day to day financial operations of the firm, along with budgeting and planning. He is a graduate of the University Miami with a B.S. degree in Electrical Engineering in 1975.


Mitche​l Brennan 
Research Analyst
Mbrennan@burgesschambers.com

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 Mr. Brennan is responsible for investment research and client reporting. Mitchel joins BCA as a recent graduate of Stetson University, where he was a member of the Roland George Investment Program, captain of the baseball team, and member of the Beta Gamma Sigma Business Honor Society. During his tenure at Stetson, Mr. Brennan interned at KCM Asset Management, a market-neutral hedge fund, where he was responsible for equity research.

Nikki Chaviano
Analyst 
Nchaviano@burgesschambers.com

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Ms. Chaviano is responsible for performance measurement, custodial bank statement reconciliation, client administration, and consultant support.  Prior to joining BCA, Nicole was an account executive at Bates Company, where she was responsible for third party administration for retirement plans. Ms. Chaviano graduated from the University
of Central Florida, earning a B.S. in Health Services Administration.  Ms. Chaviano has achieved the following designations: Qualified 401(k) Plan Administrator (QKA), Qualified Pension Plan Administrator (QPA) and Enrolled Retirement Plan Agent (ERPA).
Rebecca Sutter
Analyst 
Rsutter@burgesschambers.com 
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Ms. Sutter is responsible for performance measurement, account reconciliation, client administration, and consultant support. For 15 years prior to joining BCA, Rebecca worked in Operations for a boutique investment advisor. Ms. Sutter graduated from the University of Florida, earning a B.S. in Advertising and Florida State University with a M.S. in Information Studies.
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Melanie Winslow
Analyst 
Mwinslow@burgesschambers.com

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Ms. Winslow is responsible for performance measurement, custodial bank statement
reconciliation, and client administration, with more than 20 years of industry experience. Her administrative responsibilities include reviewing investment policies and tracking all fees and related cost for each account.


Kristen Hughes
Analyst 
Khughes@burgesschambers.com 

Ms. Hughes is responsible for performance measurement, account reconciliation, client administration, and consultant support.
Kristen has over 14 years of experience with a registered investment advisor in Winter Park, Florida in the areas of client service, compliance and accounting. Ms. Hughes graduated from the University of Central Florida, earning a B.S. in Business Administration.