Burke Wealth Management, LLC

Christopher Winters is a financial advisor at Burke Wealth Management, LLC in Houston, TX, with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Captrust Financial Advisors. Burke Wealth Management provides discretionary portfolio management primarily for individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and other registered investment advisers. The firm offers a multi-product platform including separately managed accounts, sub-advisory services to an actively managed ETF, and a private limited partnership, focusing on a Focused Growth equity strategy alongside balanced growth options.

Charles Ward is a CFA® charterholder with 10 years of industry experience. He has worked at Burke Wealth Management, LLC since 2020 and previously was with Doliver Capital Advisors from 2016 to 2020. Burke Wealth Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as trusts, pension plans, charitable organizations, and other registered investment advisers. The firm offers a multi-product platform that includes separately managed accounts, sub-advisory services to an actively managed ETF, and sponsorship of a private limited partnership, focusing on high-quality, large-cap growth investments with tailored risk management and leverage strategies.

Kenneth Burke Jr. is a CFA® charterholder and principal at Burke Wealth Management, LLC, based in Houston, TX, with 15 years of industry experience. Prior to founding his current firm in 2019, he worked at Doliver Advisors, L.P. and spent 17 years at Sarofim Fayez & Co. Burke Wealth Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as trusts, pension plans, charitable organizations, and other registered investment advisers. The firm offers a multi-product platform including separately managed accounts, sub-advisory services to an actively managed ETF, and a private limited partnership, focusing on a Focused Growth equity strategy and a Balanced Growth option.