Phillip Hunter
Investment Associate at Burkholder & Associates, Llc
Based in Fredericksburg, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Fredericksburg
Industry
Financial Services
Company size
4
Contact information
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p•••••••@burkholderassociates.com
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Background
About Phillip Hunter
Investment strategist with a passion for transforming complexity into clarity.I bring a rare combination of game theory, logical reasoning, and storytelling to financial decision-making—helping clients and stakeholders act with confidence and insight. Currently an Investment Associate at a boutique RIA, I design tactical portfolio strategies, identify hidden value in the markets, and translate technical findings into actionable plans.I've contributed to firm growth by onboarding new high-net-worth clients and driving strategic portfolio improvements—including developing new tactical allocation models, refining manager selections, and aligning investments with our capital market assumptions. Before finance, I spent years immersed in philosophical reasoning, economic study, and data science work—building a unique framework for understanding the world through logic and evidence.My journey hasn't been linear, but it had been deliberate.From managing multi-site retail operations to pursuing an MBA at UVA Darden, each chapter has sharpened my ability to think critically, lead strategically, and deliver results.
Decision-makers
Other people at Burkholder & Associates, Llc
- NBDirector
Nicholas Burkholder
Principal · Finance & Accounting
- KBStaff
Kimberly Bleck
Service Advisor Associate · Customer/Client Service
- PHStaff
Phillip Hunter
Investment Associate · Finance & Accounting
- SHStaff
Steven Holten
Investment and Client Service Associate · Customer/Client Service
- BJManager
Brian J. Bonebrake
Senior Associate · Engineering
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