Laura E. Burg

Laura has more than 20 years of experience working in compliance and related positions in the financial services industry. At Calfee, she applies her significant knowledge and experience to support the management of the client compliance program, the application of compliance policies and procedures, and to support the firm’s governance and risk management practices.

Most recently, Laura served as Compliance Officer – Investments & Risk for a Fortune 500 company’s investment management organization with more than $60 billion in assets under management serving a broad spectrum of clients: institutional investors and their consultants, private equity investors, individuals and their families. Laura was responsible for regulatory compliance, trading and operational risk, and the evaluation and implementation of compliance-related applications.

In previous roles, Laura was responsible for the development of operational risk rules in the trading platform, administration of investment compliance programs, and the administration of the organization’s code of ethics.

Education

B.S., San Jose State University, 1997

B.S., Business Administration, Oklahoma State University, 1986

Certification: Passed Level II of the CFA Program in 2016

Laura Burg – an employee of Calfee Strategic Solutions, LLC – is not licensed to practice law.