Managing Director–Wealth Management
Financial Advisor
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 where he earned a degree in Economics with a concentration of Science, Technology & Public Policy.
Outside of advising clients, Keith enjoys skiing out west, playing lacrosse and spending time with his daughter and dog.
Education
Managing Director–Wealth Management
Financial Advisor
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 where he earned a degree in Economics with a concentration of Science, Technology & Public Policy.
Outside of advising clients, Keith enjoys skiing out west, playing lacrosse and spending time with his daughter and dog.
Education
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Client Associate
Laurie Knutson began working at UBS in 1988 as the Branch Office Administrator and in 2008 joined the Burke Investment Group as a Senior Registered Client Service Associate. She holds the Series 7 and 66 securities licenses and focuses on providing exceptional client service.
Senior Client Associate
Laurie Knutson began working at UBS in 1988 as the Branch Office Administrator and in 2008 joined the Burke Investment Group as a Senior Registered Client Service Associate. She holds the Series 7 and 66 securities licenses and focuses on providing exceptional client service.
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
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
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