SPECIAL ADVERTISING SECTION PROFILES Financial Professionals
from other trust groups
by our unique ability to
and families in the
communities where we
live and work.”
What is your professional and educational background?
My ;nancial career began with Loeb Rhodes in 1973. Prior to joining Sandy Spring Trust
in 2011, I served as President and Chief Investment Of;cer of Johnston Lemon Asset
Management. I have graduate degrees from the Georgetown University Law Center and
American University. Memberships and certi;cations include the American Bar Association,
D.C. Bar, Certi;ed Financial Planner (CFP) and Certi;ed Trust and Financial Advisor (CTFA).
What services does Sandy Spring Trust provide?
We're distinguished from other trust groups by our unique ability to understand individuals
and families in the communities where we live and work. We utilize a consensus of minds,
models and strategies along with a collaborative approach for trust administration and investing. We focus on the integrity of our relationship. In effect, we examine the total picture of the
trust or investment management relationship—from investments to tax planning – then we
provide answers by listening and tailoring a comprehensive ;nancial plan. We employ a highly
competent team of professionals committed to serving clientele in the most professional
manner. Sandy Spring Trust is a key offering of the Sandy Spring Private Client Group—which
specializes in providing individuals, families and business owners with customized wealth
management services to achieve growth, asset protection and legacy goals.
What is your investment approach?
There's no one-size-;ts-all approach to investing. All investments come with a degree of
risk. A thoughtful construction of a disciplined investment program, with decisions made
within the context of requirements of the relationship, ensures a mutual partnership. We
encourage our clients to speak with us about any topic. Our equity discipline identi;es
well capitalized companies positioned to deliver both capital appreciation and dividend
growth. Our ;xed-income strategy emphasizes government and high-grade corporate
bonds within the context of global economic market cycles and trends.
17801 Georgia Ave.
Olney, MD 20832
Frederic G. Burke
SENIOR VICE PRESIDENT, SANDY SPRING TRUST