Burt serves as Principal at NewEdge Wealth, where he leads risk management and hedging strategies for fund principals with concentrated equity positions and complex capital structures. As a CERTIFIED FINANCIAL PLANNER™ professional with a background in institutional derivatives, he aims to provide execution sophistication for private clients.
Prior to joining NewEdge Wealth, Burt spent a decade in derivatives institutional sales, covering corporations, insurance companies, and government agencies across fixed income, currency, equity capital, and derivative markets. He ran the Equity Derivatives Desk at Citigroup, where he was responsible for hedging and monetization strategies for concentrated stock holdings, as well as portfolio hedging and overlay applications. He also held positions at Credit Suisse and Morgan Stanley.
Burt holds a B.S. in Finance from the University of Connecticut and an MBA from Rensselaer Polytechnic Institute. He serves on the Board of Directors of the Boys & Girls Club of Greenwich.
Honors & Accolades*
Forbes Best-In-State Wealth Management Teams: 2026, 2025, 2024
*Source: Forbes.com (Awarded January 2026). This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period 3/31/24–3/31/25. No fee was paid in exchange for this ranking. This ranking is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion.
*Source: Forbes.com (Awarded January 2025) This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/23 – 3/31/24. No fee was paid in exchange for this ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion.
*Source: Forbes.com (Awarded January 2024) Forbes Best-In-State Wealth Management Teams ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/22 – 3/31/23. No fee was paid in exchange for this ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion