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William B Burns

William B. Burns, Jr., CLU, ChFC, REBC, CFP®
President and Chief Investment Officer

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William Burns is a CERTIFIED FINANCIAL PLANNER™ who first entered the financial services field in 1990, and in 2000 he formed Burns Matteson Capital Management, an SEC Registered Investment Advisory firm.

 Mr. Burns first came to Corning in 1994 as part of the team responsible for the effective development and launch of the Investment Services subsidiary of the Corning Credit Union. As the Senior Investment Advisor at the Credit Union, Mr. Burns was responsible for the Financial Planning and Portfolio Management needs of Corning Incorporated employees and retirees throughout the United States. During his tenure with the Credit Union, Mr. Burns helped hundreds of Corning Retirees make important decisions surrounding the proper rollover and effective management of their Corning Incorporated 401(k) Investment Plan.

In December 1998 Mr. Burns departed Corning to accept the position of Vice President and Regional Manager for the United States brokerage subsidiary of London-based HSBC Holdings PLC - the 2nd largest bank in the world. HSBC is the parent company of the former Buffalo-based Marine Midland Bank. In December 2000 Mr. Burns returned to Corning to assume the role of President and Chief Investment Officer of Burns Matteson Capital Management.

William Burns is a Cum Laude graduate of Syracuse University in Syracuse, New York where he was inducted into the Alpha Sigma Lamda and Golden Key National Honor Societies. Mr. Burns has also been awarded the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Registered Employee Benefits Consultant (REBC) Professional Designations from the American College in Bryn Mawr, Pennsylvania. Mr. Burns has previously completed the NASD Series 6, 7, and 63 Securities Examinations, NASD Series 4 Registered Options Principal Examination, NASD Series 24 General Securities Registered Principal Examination, and the NASD Series 65 Investment Advisor Examination.

William Burns has been profiled in "Who's Who in Finance and Industry" and "Who's Who in Music". He is also a member of the Financial Planning Association - the largest membership organization for personal financial planning experts in the U.S.

In 2001 Mr. Burns was appointed to the Emerging Practices Advisory Council of Charles Schwab & Company. This Advisory Council is responsible for providing feedback to Charles Schwab & Company regarding the strategies and services provided to Institutional Investment Managers. Mr. Burns was one of only 10 individuals nationwide appointed to this council.

Mr. Burns has appeared as a frequent guest on our local NBC affiliate, WETM 18. Mr. Burns appears periodically on the evening news programs discussing a variety of Financial Planning and Investment topics. In addition, Mr. Burns has been a featured investment guest on a variety of internet websites including the Personal Finance Community on America Online, the SAGE Mutual Funds website, ParentSoup.com, MultexInvestor.com, and the Finance Channel at Yahoo.com. Mr. Burns has also been interviewed for a variety of print publications, including Money Magazine, The New York Times, The Journal of Financial Planning, and Bloomberg Wealth Manager.

Mr. Burns is involved in a variety of activities outside of the firm, including coaching youth basketball teams, as a parent volunteer and former pack leader for the Cub Scouts, and as a piano player at his church.

 

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