Founder C. Russell de Burlo, Jr. started the de Burlo Group firm in 1987 after serving as Treasurer of Tufts University, managing its endowment and working with capital & bond collateral funds. The firm has four full time portfolio managers and four individuals providing exceptional operational and administrative support Assisting individuals, corporations & religious/non-profit organizations with financial investing.

C. RUSSELL DE BURLO, JR., D.B.A. Founder, President & Portfolio Manager 


Dr. C. Russell de Burlo, Jr. has had thirty years of experience in capital fund management and financial administration, primarily for educational, private and public tax-exempt institutions.  Russ is President, Chairman of the Board, and founder of The de Burlo Group.

Before forming The de Burlo Group, Inc., an SEC-registered investment advisory firm, he was Treasurer, Vice-President for Business Administration, and Adjunct Professor of Economics at Tufts University.  As Treasurer, he and Robin Dushman were responsible for the management of all capital funds of the University.  In addition, as Vice President he was responsible for all physical plant planning design, construction, and management for the four campuses.

Russ is a graduate of Swarthmore College, has a Master of Business Administration degree from the Wharton School, University of Pennsylvania, and a Doctor of Business Administration degree from the Harvard Business School.  He is a member of the Boston Security Analysts Society and the CFA Institute.  He was Chairperson, Commissioner of Trust Funds for the City of Medford, and is currently Treasurer of the International Association for Comparative Research on Leukemia and Related Diseases.  He also serves as Assistant Treasurer of the Massachusetts chapter of the American Rhododendron Society.  He is a trustee of Obadiah Brown’s Benevolent Fund and has been a trustee of Friends Meeting at Cambridge.

In addition to serving as trustee and treasurer for the Cambridge Friends School, the Belmont Hill School, the Buckingham, Browne and Nichols School, the Moses Brown School, and the Lincoln School, Russ was also a board member of two commercial banks.  He has served as President of the Massachusetts Association of Non-Profit Schools and Colleges, and chaired the Finance Committee of the New England regional college and university accrediting organization.  For many years, Russ was a member of the National Institutes of Health, National Cancer Institute’s Comprehensive Cancer Centers Committee, as well as The National Association of College and University Business Officers.

Assisting indivuals, corporations & religious/non-profit organizations with financial investing,

 across New England, for the past 30 years!