Role at Burgundy Asset Management
- Title on Schedule A
- Officer and Chief Investment Officer
- Control
- Andrew Iu is a control person of Burgundy Asset Management.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Andrew Iu has held the filed role since December 2025.
The firm
Form ADV filed 28 January 2026
Career on record
The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Registrations and exams
Individual registration and examination information for Andrew Iu is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Andrew Iu
- CRD
- 5965124
- Record basis
- Form ADV officer listing
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Andrew is Burgundy’s Chief Investment Officer and a portfolio manager. He joined Burgundy in 2013 and has also served as Director of Research. He holds a Bachelor of Commerce from Queen’s University and is a CFA charterholder. BURGUNDY ASSET MANAGEMENT LTD. biography
Education
- Bachelor of Commerce, Queen’s UniversityBURGUNDY ASSET MANAGEMENT LTD. biography
Credentials and memberships
- CFA charterholderBurgundy Asset Management biography
Common questions
Where does Andrew Iu work?
Andrew Iu has been Officer and Chief Investment Officer of Burgundy Asset Management LTD. since December 2025, and is a control person of the firm.
Is Andrew Iu a CFA charterholder?
Burgundy Asset Management lists Andrew Iu with the CFA credential (“CFA charterholder”) on its website. CFA Institute confirms certification status.
Leadership at Burgundy Asset Management
- Robert SankeyDirector and Officer, Chief Executive Officer
- Julie CordeiroOfficer and Senior Vice President, Chief Administrative Officer
- Mark KeilOfficer and Vice President, Chief Financial Officer
- Karen MintzOfficer and Vice President, Chief Compliance Officer & Associate General Counsel
- Bill BamberDirector
- Kevin BarnesDirector
- Amanda CustodioDirector
- Rohit ThomasDirector