Burnham & Company LLC

Burnham & Company LLC, located in Grand Rapids, Michigan, is led by Sandra L. Burnham, a seasoned professional with extensive experience in the financial industry. Ms. Burnham holds a Series 65 license and has a background that includes roles such as bank teller, fixed income analyst, and portfolio manager. She joined Burnham & Company in 2022 and currently serves as a portfolio manager. Importantly, Ms. Burnham has a clean record with no legal or disciplinary events. She is dedicated solely to her duties at Burnham & Company and does not engage in any other business activities. Ms. Burnham is a member of the firm's Compliance Committee, ensuring adherence to SEC requirements, and also serves on the Investment Committee, which governs investment strategies for clients. Clients can directly address any questions or concerns to Ms. Burnham or the firm's Chief Compliance Officer, Adam Trask. Ms. Burnham does not have any additional compensation arrangements related to client services.