Gerg Burke
Analist-Vaste Inkomen bij Proficio Capital Partners LLC
Profiel
Mr. Gregory Burke is a Partner & Research Analyst at Proficio Capital Partners LLC.
He is serving as a senior member of the Research team and as portfolio manager of several of Proficio’s commingled products.
In his role, he helps to facilitate the Proficio investment process, overseeing alternative asset and fixed income investment solutions, in addition to helping with cross asset idea generation, and the wider asset allocation processes.
He serves as a member of the investment committee, and assists with vetting, approving, and monitoring investments.
Prior to working at Proficio, Mr. Burke worked in a co-op position at Wellington Management company in both Boston and in London U.K.
working on the Fixed Income desk, where he worked with EMEA, Global Rates, and European Credit teams.
He received his undergraduate degree from Northeastern University.
Actieve functies van Gerg Burke
| Bedrijven | Functie | Begin |
|---|---|---|
Proficio Capital Partners LLC
 Proficio Capital Partners LLC Investment ManagersFinance Proficio Capital Partners LLC (Proficio) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newton, Massachusetts. The firm was founded by Matthew Wosk and Robert Haber in 2014. Proficio provides discretionary investment advisory services to high-net-worth individuals and their families and to the advisor of privately placed, insurance dedicated, funds that only market to high-net worth clients. The firm also provides advice as a sub-adviser to a Canadian investment adviser as an unregistered foreign adviser in Ontario. | Analist-Vaste Inkomen | 01-06-2017 |
Eerdere bekende functies van Gerg Burke
| Bedrijven | Functie | Einde |
|---|---|---|
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Corporate Officer/Principal | - |
Opleiding van Gerg Burke
| Northeastern University | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
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Proficio Capital Partners LLC
Proficio Capital Partners LLC Investment ManagersFinance Proficio Capital Partners LLC (Proficio) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newton, Massachusetts. The firm was founded by Matthew Wosk and Robert Haber in 2014. Proficio provides discretionary investment advisory services to high-net-worth individuals and their families and to the advisor of privately placed, insurance dedicated, funds that only market to high-net worth clients. The firm also provides advice as a sub-adviser to a Canadian investment adviser as an unregistered foreign adviser in Ontario. | Finance |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |
