Mary Pat Burke
Analyst-Equity bei Corient Private Wealth LLC
Profil
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.
Aktive Positionen von Mary Pat Burke
Unternehmen | Position | Beginn |
---|---|---|
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL. | Analyst-Equity | 01.12.2022 |
Ehemalige bekannte Positionen von Mary Pat Burke
Unternehmen | Position | Ende |
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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. | Analyst-Equity | 01.12.2022 |
Zurich Scudder Investments, Inc. | Corporate Officer/Principal | - |
Ausbildung von Mary Pat Burke
University of Illinois | Undergraduate Degree |
Loyola University of Chicago | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 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 Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL. | Finance |