|
Burt
Associates, Incorporated
is pleased to
announce...
| For Eight
years the firm has been named to
Bloomberg
Wealth Manager Magazine’s
annual
list
of the top financial-advisory firms in the country
July/August
2008
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|
| Christine
D’Amato, CFP®
has
been recently
named to
Consumer
Research Guide of America’s
list
of America’s
top Financial Planners
2008
|
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| Frederick
Cornelius, CFA, CFP®
has
been recently
named to
Consumer
Research Guide of America’s
list
of America’s
top Financial Planners
2008
|
|
| Frederick
Cornelius, CFA, CFP®
has
been awarded
CFA Institute's
Five Year Certificate of Achievement
2007
|
|
|
Frederick
Cornelius, CFA, CFP®
has
been
named to
Reuter Advice Point’s
list
of the
top 100 Advisors of 2008
November 2007
|
|
|
For
Seven
years the firm has been named to
Bloomberg
Wealth Manager Magazine’s
annual
list
of the top financial-advisory firms in the country
July/August
2007
|
|
|
the
firm has
been named to
Financial
Advisor’s
list
of the top
Firms “Shifting it Into High Gear,”
survey
of the
top RIA Firms ranked by 2006 asset growth
July 2007
|
|
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Frederick
Cornelius, CFA, CFP®
Has
been
profiled in
NAPFA
Advisor’s
Practice
Profile for their article on
“Creating
a
Sustainable Practice”
November
2006
|
|
|
Frederick
Cornelius, CFA, CFP®
has
been
named to
Worth
Magazine’s
list
of the
top 100 Wealth Advisors
October 2006
|
|
| For Six
years the firm has been named to
Bloomberg
Wealth Manager Magazine’s
annual
list
of the top financial-advisory firms in the country
July/August
2006
|
|
|
the
firm has
been named to
Financial
Advisor’s
list
of the top
RIA Firms ranked by 2005 asset growth
July 2006
|
|
|
Maria
G. Cornelius, CFP®
has
been recently
named to
Consumer
Research Guide of America’s
list
of America’s
top Financial Planners
for
Investment Management for High Net Worth Individuals
2006-2007
|
|
|
Christine
D’Amato, CFP®
has
been recently
named to
Consumer
Research Guide of America’s
list
of America’s
top Financial Planners
2006-2007
|
|
|
Christopher
H. Rhim, CFP®
has
been recently
named to
Consumer
Research Guide of America’s
list
of America’s
top Financial Planners
2006-2007
|
|
|
Frederick
Cornelius, CFA, CFP®
has
been named
to
Worth
Magazine’s
list
of the
top 100 Wealth Advisors
October
2005
|
|
|
For
Five
years the firm has been named to
Bloomberg
Wealth Manager Magazine’s
annual
list
of the top financial-advisory firms in the country
July/August
2005
|
|
|
Dr.
Marvin Burt, CFP® and Fred Cornelius, CFA, CFP®
were
named
to
Medical
Economics Magazine’s
annual
list
of the top 150 financial advisors for doctors.
November
2004
|
|
|
Frederick
Cornelius, CFA, CFP®
was
named to
Worth
Magazine’s
List
of the
Nation’s 100 Most Exclusive Wealth Advisors
October
2004
|
| | For Four
years the firm has been named to
Bloomberg
Wealth Manager Magazine’s
annual
list
of the top financial-advisory firms in the country
July/August
2004
|
|
|
the
firm has
been named to
Charles
Schwab Institutional’s
list
of the Best
Managed Firms
2003
|
|
| For Three
years the firm has been named to
Bloomberg
Wealth Manager Magazine’s
annual
list
of the top financial-advisory firms in the country
July/August
2003
|
|
 |
Dr.
Marvin Burt, CFP® and
Fred Cornelius, CFA, CFP®
were
named
to
Washingtonian
Magazine’s
list
of top
investment advisors.
December
2002
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|
 |
DR. Marvin Burt, CFP® and
Fred Cornelius, CFA, CFP®
were
named
to
Worth
Magazine’s
list
of the
250 best financial planners in the country.
July/August
2002
|
| | For Two
years the firm has been named to
Bloomberg
Wealth Manager Magazine’s
annual
list
of the top financial-advisory firms in the country
July/August
2002
|
|
| DR. Marvin Burt, CFP® and
Fred Cornelius, CFA, CFP®
were named to
Worth Magazine’s
list
of the 250 best planners in the country
September 2001
|
|
| The firm has been named to
Bloomberg
Wealth Manager Magazine’s
annual
list
of the top financial-advisory firms in the country
July/August
2001
|
|
|
DR.
Marvin Burt, CFP®
was
named to
Worth
Magazine’s
list
of the
250 best financial planners in the country.
September
1999
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|
| DR. Marvin Burt, CFP® and
Fred Cornelius, CFA, CFP®
were named to
Washingtonian Magazine’s
list of top investment advisorsFebruary 1999
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|
|
DR.
Marvin
Burt, CFP®
was
named to
Worth
Magazine’s
list
of the 300 best financial planners in the country.
September
1998
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|
Frederick
Cornelius, CFA, CFP®
has
been
elected to
the
Northeast/Mid-Atlantic Region Board of the
National
Association of Personal Financial Advisors (NAPFA)
May
2004 -
May 2006
&
Treasurer
2006-2007
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Frederick
Cornelius, CFA, CFP®
has
been
appointed
National
Association of Personal Financial Advisors (NAPFA)
Regional
Board liaison to the 2006 Northeast/Mid-Atlantic Annual Conference
2006
|
|
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Frederick
Cornelius, CFA, CFP®
has
been
appointed
Panelist
for
the 2007 National Association of Personal Financial Advisors (NAPFA)
Northeast/Mid-Atlantic
Annual Conference
2006
|
|
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Maria
Cornelius, CFP®
has
been
named to
Marquis
Who’s Who Publication’s
Who’s
Who of
American Women
2005
–
Present
|
|
|
Christine
D’Amato, CFP®
has
been
appointed to
the
Professional Advisor’s Council
of the
Montgomery County Community Foundation (MCCF)
2002
–
Present
|
|
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Maria
Cornelius, CFP®
has
been
named to
Marquis
Who’s Who Publication’s
Who’s
Who in
Finance & Industry
2000 -
Present
|
|
|
Frederick
Cornelius, CFA, CFP®
has
been
elected as
Board
Member
of the
Suburban
Maryland Estate Planning
Council
1999
-
Present
|
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Christine
D’Amato, CFP®
has
been
re-elected to the
Government
Relations Committee of the National Capital Area Chapter
of The
Financial Planning Association (FPA)
1996
–
Present
|
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Frederick
Cornelius,
CFA, CFP®
was
appointed
Former
Board
Member & Co-Chair of the National Capital Area
Financial
Planning Association (NCAFPA) Task Force on Communication
&
Membership (FPA & ICFP merger)
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to download a copy of BAI's current awards list in .pdf form, click here.
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