Mary Pat Burke
Analyst-Equity bij Corient Private Wealth LLC
Profiel
Ms. Mary P.
Burke, CFA MBA, is a Partner & Research Analyst at Corient Private Wealth LLC.
Previously, Ms. Burke was a Principal and Research Analyst at legacy firm Gofen & Glossberg Private Wealth, where she served since 2004.
Before coming to Gofen and Glossberg, she was a senior analyst at Zurich Scudder Investments.
She received a BS in Finance from the University of Illinois at Urbana-Champaign and an MBA from Loyola University Chicago.
She holds the Chartered Financial Analyst® designation.
Actieve functies van Mary Pat Burke
| Bedrijven | Functie | Begin |
|---|---|---|
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | Analyst-Equity | 01-12-2022 |
Eerdere bekende functies van Mary Pat Burke
| Bedrijven | Functie | Einde |
|---|---|---|
Gofen & Glossberg LLC
 Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Analyst-Equity | 01-12-2022 |
| Zurich Scudder Investments, Inc. | Corporate Officer/Principal | - |
Opleiding van Mary Pat Burke
| University of Illinois | Undergraduate Degree |
| Loyola University of Chicago | Masters Business Admin |
Ervaring
Beklede functies
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| Bedrijven in privébezit | 3 |
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Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Finance |
| Zurich Scudder Investments, Inc. | Finance |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | Finance |
