Forrest Burnett
About Forrest Burnett
Forrest Burnett is an Investment Banking Associate at Jefferies in Charlotte, North Carolina, with a background in finance and accounting from the University of Michigan.
Current Position at Jefferies
Forrest Burnett currently holds the position of Investment Banking Associate at Jefferies. He has been in this role since 2020 and is based in Charlotte, North Carolina. In this capacity, he is involved in various investment banking activities, leveraging his background and experience in the finance sector.
Previous Roles at Jefferies
Before becoming an Investment Banking Associate, Forrest Burnett worked as an Investment Banking Analyst at Jefferies from 2018 to 2020. During his two-year tenure, he gained valuable experience in analysis and financial modeling. He contributed to several projects and transactions, supporting senior bankers and clients.
Experience at Wells Fargo Securities
Forrest Burnett also has experience working with Wells Fargo Securities. Between 2017 and 2018, he served as an Investment Banking Analyst, where he further developed his skills in financial analysis and transaction support. Additionally, he participated in the firm's summer analyst program in 2016, gaining initial exposure to investment banking operations.
Leadership at Global Investment Club
At the Global Investment Club, Forrest Burnett was actively involved in leadership roles. He served as Co-President and Portfolio Manager from 2014 to 2017, overseeing investment strategies and managing portfolios. Prior to these responsibilities, he was a Senior Analyst from 2013 to 2014, where he conducted market research and performed financial analysis.
Educational Background
Forrest Burnett completed his Bachelor of Business Administration (BBA) with a focus on Accounting and Finance at the University of Michigan - Stephen M. Ross School of Business from 2013 to 2017. He also attended the University of Michigan College of Literature, Science, and the Arts, achieving a freshman GPA of 3.92/4.00.