Lowell Pratt

President of Burney Company. He discusses his 40-year journey with the firm, from IT support to firm leadership.

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Jun 27, 2025 • 24min

From Beta Firm to Nearly $3 Billion: 40 Years of Investment Wisdom with Lowell Pratt | Ep 1

Join Lowell Pratt, President of Burney Company and investment industry veteran, as he shares his incredible 40-year journey from IT support to leadership. Discover how Burney became a beta firm for Advent Software and the military culture that shaped its values. Lowell talks about the importance of performance, lessons learned from mentors Jack Burney and Ted Rosenberg, and the evolving role of AI in advisory firms. He emphasizes that client peace of mind remains the top priority amidst the industry's rapid changes.

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