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$6 trn
UBS Group invested assets
As of 12/31/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Managing Director–Wealth Management
Keith Burke brings 30 years of Wealth Management experience - currently overseeing over $300 million of client assets. Before UBS, Keith served as a financial advisor at Piper, Jaffray & Hopwood.
Keith employs a comprehensive approach to high level wealth planning for both corporate and personal financial goals. He has significant experience in assisting clients implement retirement funds and long-term investing strategies. Additionally, Keith has a deep understanding of corporate plans ranging from Stock Options to Rule 144 Restricted Stock to Pre-IPO Planning.
As a member of the UBS President's Council, he is recognized as one of the leading Financial Advisors in the industry.
He is a graduate of Carleton College in Northfield, MN where he receive a degree in Economics with a concentration of Science, Technology & Public Policy.
Outside of advising clients, Keith enjoys skiing out west, playing and coaching lacrosse, and spending time with his daughter and dog.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Managing Director–Wealth Management
Keith Burke brings 30 years of Wealth Management experience - currently overseeing over $300 million of client assets. Before UBS, Keith served as a financial advisor at Piper, Jaffray & Hopwood.
Keith employs a comprehensive approach to high level wealth planning for both corporate and personal financial goals. He has significant experience in assisting clients implement retirement funds and long-term investing strategies. Additionally, Keith has a deep understanding of corporate plans ranging from Stock Options to Rule 144 Restricted Stock to Pre-IPO Planning.
As a member of the UBS President's Council, he is recognized as one of the leading Financial Advisors in the industry.
He is a graduate of Carleton College in Northfield, MN where he receive a degree in Economics with a concentration of Science, Technology & Public Policy.
Outside of advising clients, Keith enjoys skiing out west, playing and coaching lacrosse, and spending time with his daughter and dog.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
