Burton Mulford is responsible for the management of all Eagle Asset tax-sensitive strategies. He oversees approximately $6 billion in assets under advisement in Eagle’s Municipal Managed Income Solutions and High-Quality Tax-Free strategies as well as the Strategic Income Portfolio – Tax Advantaged strategy, which he co-manages. He joined Eagle in 1999.
Mulford directs a team of credit analysts and researchers whose sole focus is tax-sensitive assets. To select securities, he relies on internal research, rating assessments (a proprietary database) and due diligence including issuer site visits and interviews with senior management. In addition to proprietary research, he will often seek a “second opinion” from independent research, sell-side research and ratings agency commentary to minimize the possibility of an oversight.
Before joining Eagle, Mulford was the Director of Trading and Portfolio Manager for several bank trust departments. He graduated from Furman University, where he was an All-American swimmer. He earned an M.B.A. with highest distinction from the University of Southern California, is a member of Tampa Bay Society of Financial Analysts and is a CFA charterholder.
Mulford has been quoted in The Wall Street Journal, Bloomberg News, Reuters, Financial Times and other financial news publications. He is frequently invited to participate in investment roundtable events.