Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Young man on a bridge

Burke Coleman, CIMA, CPWA, CRPS

Financial Advisor

Burke leverages the skills and business instincts he has built up in over 20 years of financial services experience to deliver a variety of wealth management solutions for clients. He works closely with high net worth individuals and their families on such matters as succession planning, portfolio management and liability strategies.

Burke's approach to wealth management revolves around relationships as he helps clients understand his investment processes to achieve their wants and desires. When working with clients, including multiple generations of families, Burke is sure to outline his background, the access to UBS's first-class resources he can provide, and the client's goals so that there is clarity on how such goals will be met. He also gauges his clients' tolerance for risk, keeping them on track with the established investment strategy.

Burke has enhanced his knowledge and expertise through certifications as a Certified Private Wealth Advisor® (CPWA®) and Certified Investment Management Analyst® (CIMA®), which focus on asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement.

Burke joined UBS in 2007 following the firms' acquisition of McDonald & Co. He graduated from Siena College, with a B.S. in Economics, concentrated in Finance and English Literature. In the community, Burke is the former President of the Troy Albany Youth Hockey Association, and former Vice President of the John and Helen Knickerbacker Memorial Playground. He and his wife, Karen, live in Colonie, NY, with their two children.

Registered States:
  • AZ
  • CA
  • CT
  • DE
  • FL
  • KS
  • KY
  • LA
  • MA
  • MN
  • MT
  • NC
  • NJ
  • NY
  • PA
  • RI
  • TX
  • UT
  • VA
  • VT
  • WA

Education

  • B.S. in Economics, Siena College

Credentials

  • Certified Private Wealth Advisor
  • Certified Investment Management Analyst®
  • Chartered Retirement Plans Specialist
8 Southwoods Blvd
Suite 207
Albany, NY 12211
  • (518) 447-3905

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

Insights