Triangle Securities Meet Our Analytical Team

Kathleen W. Burkett, CFP®

Managing Director, Retirement and Life Planning

“There are dreamers and there are planners; the planners make their dreams come true.”
-Edwin Louis Cole

Kathleen is a Certified Financial Planner™ professional with over 30 years of experience, helping families in transition to coordinate, grow and protect their financial assets.  Kathleen first met Paul Reynolds in the early 90’s at Wheat First and over the years became a very valuable resource to his practice. In 2005, she formally joined Triangle Securities to lead the firm’s retirement and life planning services.

In her own words:

“My desire to be an advocate for families by helping them to plan ahead, avoid unnecessary risks, and to lead happier, more fulfilling lives is what motivated me to enter the field of personal financial planning.  A special needs family member taught me to appreciate how critical it is to make informed financial decisions.”

Past Experience:
Manager of Financial Planning Services/Wachovia Securities – Richmond, VA
Financial Planning & Retirement Plans Specialist/Wheat First Butcher Singer– Richmond, VA
Internal Audit/Wheat First Securities– Richmond, VA
Internal Audit/Butcher &Singer– Philadelphia, PA

Credentials/Certifications:
CERTIFIED FINANCIAL PLANNER™ professional, Member Financial Planning Association
Certified Public Accountant (currently inactive*)
FINRA Registered Representative, Series 7, 63, 65
Penn State University, BS Accounting

* Triangle Securities does not provide tax or legal advice.

 

L. Tanner Crawford, CFA®

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Research Analyst, Portfolio Manager

“Don’t mistake activity with achievement” - John Wooden

As a member of the Analytical Team, Tanner manages client investment portfolios, formulates asset allocation and investment policy guidelines, and performs research and due diligence of all investment vehicles utilized by TSWM.  He enjoys informing the TSWM team and clients about market events and the impact they have on their investments. Tanner joined TSWM in 2014.

In his own words:

“Helping our clients achieve financial success by navigating the often turbulent flow of current events and new information while staying grounded by core principles is a serious responsibility, and it motivates me every day.”

Past experience:
Investment Analyst/Sterling Capital Management, Raleigh, NC
Investment Banking Analyst/Trident Securities, Raleigh, NC
Investment Broker/Morgan Keegan & Company, Durham, NC

Credentials/Certifications:
CFA® charter holder and a member of the CFA North Carolina Society
University of North Carolina - Chapel Hill, NC
  

Deborah Kaufman, CPA

Managing Director, Chief Financial Officer

“Ability is what you’re capable of doing.  Motivation determines what you do.  Attitude determines how well you do it.”   -Lou Holtz, American Football Coach

Deborah joined Triangle Securities in 2006.  As Chief Financial Officer, she is responsible for the firm’s financial and regulatory reporting, fee billing, and long term budget planning.  Deborah is dedicated to ensuring that internal controls are in place to safeguard firm assets.  As a member of the TSWM analytical team, Deborah’s auditing skills are extremely useful in evaluating TSWM’s investment strategy implementation.

In her own words:

“I have always loved business and the investment industry.  I feel so fortunate that my career path led me to the wonderful people at Triangle Securities.”

Past Experience:
Tax Accountant/Raleigh NC
International Accounting Manager/CNN, Atlanta GA
Financial Accountant/Turner Broadcasting System, Atlanta GA

Affiliations/Certifications:
Certified Public Accountant, Licensed in NC
Miami University of Ohio

 

Scott Loyek, CFA®

Managing Director, Portfolio Manager

“Things tend to work out the best for those people who make the best of how things work out.” - John Wooden

As a member of the Analytical Team, Scott consults with TSWM clients and their relationship managers to implement their financial plans through building diverse portfolios of high quality, low cost investments relative to their individual goals.  Scott helps clients to gain better understanding and peace of mind in a complex and often confusing world. He strives to bring patience and objectivity to the investment process on a daily basis in order to avoid the destructive impact emotional reactions can have on financial decisions. Scott joined TSWM in 2006.

In his own words:

“I am a passionate advocate of the consultative approach of investment management and value the independent, client-focused culture we have built here at TSWM.  I seek to know our clients well enough that I make the decisions they would make if they had the same information and objectivity that we have.”

Past Experience:
Client Service and Portfolio Analysis/ Oak Value Capital Management, Durham, NC
Portfolio Accounting and Investment Research/ O’Brien Management Inc., Cambridge MA
The Conference Board, Intern - New York, NY

Credentials/Certifications:
Wake Forest University - Winston-Salem, NC
Cum Laude
BA in Economics with honors
CFA® charter holder and a member of the CFA North Carolina Society
FINRA Registered Representative

 

Dorothy Moravec, CMFC®

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Portfolio and Compliance Administrator

“Excellence is in the details.  Give attention to the details and excellence will come.” - Perry Paxton

With over 20 years in the Financial Services Industry, Dorothy has been with Triangle Securities since October 2000.  As a member of the analytical team, her keen attention to detail is invaluable to the firm.  Dorothy is responsible for trade order entry, reconciliation, and monitoring best execution to ensure compliance with numerous industry regulatory requirements.

In her own words:

“Many of my responsibilities, if handled properly, go unnoticed yet are a vital part of our day-to-day operations. I strive to keep things running smoothly knowing that what happens behind the scenes affects how the rest of the team members perform their responsibilities”

Past Experience:
Wire Operator, Cashier/Wheat First Butcher Singer, Raleigh NC
Teller, Commercial Depositor/First Union Bank

Credentials/Certifications:
FINRA Registered Representative, Series 7, 63
Chartered Mutual Fund Counselor (sm)

Our Analytical Team employs extensive knowledge of financial planning, capital markets, portfolio management and investment strategies. In collaboration with our relationship managers, these highly credentialed financial analysts create long term financial analysis, customized portfolio solutions and tailored investment strategies unique to each client’s circumstances while monitoring economic conditions and financial markets.

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