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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Financial Advisor
Burke leverages the skills and business instincts he has built up in over 33 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 help them 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 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 skill set by obtaining the 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, and have two children.
Education
Credentials
Financial Advisor
Burke leverages the skills and business instincts he has built up in over 33 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 help them 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 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 skill set by obtaining the 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, and have two children.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
