Profil
Mr. Kevin R.
Burke, CFA MBA, is a Vice President at Bowen Hanes & Co., Inc. He joined the firm in 2013 and is involved with research, security analysis, client relations, and business development.
Mr. Burke began his investment career in 1986 with First Union National Bank in Charlotte, he was an equity securities analyst in the bank's Trust Department, recommending equities for individual and institutional client portfolios.
In 1992, he joined INVESCO Capital Management in Atlanta where he was a portfolio manager for individual and institutional clients that were based in the U.S.
and abroad.
He also worked for Atlantic Trust, a sister firm of INVESCO, as a portfolio manager for private wealth clients.
Mr. Burke graduated from Davidson College and received a BA in Economics.
He later attended the University of Pennsylvania’s Wharton School of Business, earning an MBA in Finance.
He holds the Chartered Financial Analyst designation issued by the CFA Institute.
Postes actifs de Kevin R. Burke
| Sociétés | Poste | Début |
|---|---|---|
Bowen Hanes & Co., Inc.
 Bowen Hanes & Co., Inc. Investment ManagersFinance Bowen Hanes & Co., Inc. (BHC) is an independent registered investment advisor headquartered in Ponte Vedra Beach, Florida. The firm was founded by Harold J. Bowen, Jr. in 1972 as Bowen Management Co., Inc. They were acquired by a New York insurance holding company in 1975 and merged with a subsidiary founded by Sir John Templeton into a single investment counsel entity. In 1978, a reconstituted Bowen Management Co. spun-off as a division and relocated to Atlanta. In 1980 the firm was repurchased by Mr. Bowen. In 1981, the name was changed to Bowen, Hanes & Co., Inc. BHC provides investment counseling services to high-net worth individuals, pension and profit-sharing plans (municipal and corporate), charities, endowments, trusts, and foundations. | Analyst-Equity | 01/01/2013 |
Anciens postes connus de Kevin R. Burke
| Sociétés | Poste | Fin |
|---|---|---|
| First Union National Bank (Charlotte, North Carolina) | Corporate Officer/Principal | 31/12/1991 |
| Invesco Capital Management, Inc. | Corporate Officer/Principal | - |
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Gestionnaire de Portefeuille-Actions | 01/06/2005 |
Formation de Kevin R. Burke
| Davidson College | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
Bowen Hanes & Co., Inc.
Bowen Hanes & Co., Inc. Investment ManagersFinance Bowen Hanes & Co., Inc. (BHC) is an independent registered investment advisor headquartered in Ponte Vedra Beach, Florida. The firm was founded by Harold J. Bowen, Jr. in 1972 as Bowen Management Co., Inc. They were acquired by a New York insurance holding company in 1975 and merged with a subsidiary founded by Sir John Templeton into a single investment counsel entity. In 1978, a reconstituted Bowen Management Co. spun-off as a division and relocated to Atlanta. In 1980 the firm was repurchased by Mr. Bowen. In 1981, the name was changed to Bowen, Hanes & Co., Inc. BHC provides investment counseling services to high-net worth individuals, pension and profit-sharing plans (municipal and corporate), charities, endowments, trusts, and foundations. | Finance |
| First Union National Bank (Charlotte, North Carolina) | Finance |
| Invesco Capital Management, Inc. |