Burke Wealth Management, LLC

Alexander Baker is a financial advisor at Burke Wealth Management, LLC in Houston, TX, with two years of industry experience. Prior to his advisory role, he was the owner and employee of Baker Anesthesia Services LLC and held medical positions at Albany Medical Center, Anesthesia School, and Ochsner Medical Center. Burke Wealth Management provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as trusts, retirement plans, charitable organizations, and other investment advisers. The firm’s investment approach focuses on a concentrated, long-term strategy targeting high-quality, large-cap growth companies combined with corporate bonds in its Balanced Growth option, and it also sponsors and sub-advises a registered ETF.

Christopher Winters is a financial advisor at Burke Wealth Management, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Captrust Financial Advisors. Winters is based in Houston, TX. Burke Wealth Management provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as trusts, retirement plans, charitable organizations, and other investment advisers. The firm focuses on a concentrated, long-term growth strategy targeting high-quality, large-cap companies and offers both equity and balanced growth options.

Charles Ward is a CFA® charterholder based in Houston, TX, with 10 years of industry experience. He has worked at Burke Wealth Management, LLC since 2020 and previously spent four years at Doliver Capital Advisors. Burke Wealth Management provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as trusts, retirement plans, charitable organizations, and other investment advisers. The firm focuses on a concentrated, long-term investment approach through its Focused Growth and Balanced Growth strategies and serves as sponsor and sub-adviser to a registered ETF.

De Derbonne is a financial advisor at Burke Wealth Management, LLC in Houston, TX, with 17 years of industry experience. Prior to joining Burke Wealth Management, they held roles at Christine Bailey, State Farm VP Management Corp, and Jim Mitchell Insurance Agency Inc. Burke Wealth Management provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as trusts, retirement plans, charitable organizations, and other investment advisers. The firm focuses on a concentrated, long-term growth strategy targeting high-quality large-cap companies and offers separate managed accounts, sub-advisory services, model portfolios, and an actively managed exchange-traded fund.

Kenneth Burke Jr. is a CFA® charterholder with 16 years of industry experience. He has worked at Burke Wealth Management, LLC since 2019 and previously held positions at Doliver Advisors, L.P. and Sarofim Fayez & Co. Burke Wealth Management is a team firm based in Houston, TX, with five advisors. Burke Wealth Management provides discretionary portfolio management primarily to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and other investment advisers. The firm focuses on a concentrated, long-term Focused Growth strategy targeting high-quality, large-cap growth companies, alongside a Balanced Growth option that pairs equity exposure with corporate bonds, and also sponsors an actively managed exchange-traded fund.