![Bob Burke](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Bob Burke
Gestionnaire de Portefeuille-Actions chez
Lowe, Brockenbrough & Co., Inc.
Profil
Mr. Robert R.
Burke, CFA, is a Managing Director at Lowe, Brockenbrough & Co., Inc. He has over 30 years of investment experience.
Mr. Burke is a portfolio manager and his primary responsibilities are overseeing the firm’s Equity Income strategy .
In addition, he works with many of the firm’s high net worth clients.
Mr. Burke previously served as a Portfolio Manager at Trustmark National Bank and he also practiced as a Certified Public Accountant with Ernst and Young.
He earned a M.S.
in Accounting and a B.A. in Economics from the University of Virginia.
Postes actifs de Bob Burke
| Sociétés | Poste | Début |
|---|---|---|
Lowe, Brockenbrough & Co., Inc.
 Lowe, Brockenbrough & Co., Inc. Investment ManagersFinance LB&C actively manages long-lived capital in a fully discretionary, fiduciary capacity and provides clients with a global, multi-asset class investment management which spans traditional and alternative asset classes and strategies. The firm constructs portfolios that are intended to produce a strong risk-adjusted return over a full market cycle. For those clients seeking a single strategy, they may be engaged to manage a proprietary equity or fixed income portfolio. | Gestionnaire de Portefeuille-Actions | 01/07/1996 |
Anciens postes connus de Bob Burke
| Sociétés | Poste | Fin |
|---|---|---|
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Corporate Officer/Principal | - |
Trustmark Investment Advisors, Inc.
 Trustmark Investment Advisors, Inc. Investment ManagersFinance TIAI seeks to invest assets for long-term growth of capital that is fundamentally driven by the needs and objectives of the clients. The firm utilizes a tactical asset allocation model as a risk/return management tool. Their asset allocation process consists of a monthly review of all asset classes considered within their allocation framework. With respect to equities, TIAI endeavors to create an actively managed portfolio of sound companies, purchased at sensible prices, which are performing well in the stock market. Their fixed income philosophy seek to evaluate the prevailing interest rate landscape with attention on the risk associated with credit spreads and the impact of yield curve changes. | Gestionnaire de Portefeuille-Actions | - |
Formation de Bob Burke
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
83
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Lowe, Brockenbrough & Co., Inc.
Lowe, Brockenbrough & Co., Inc. Investment ManagersFinance LB&C actively manages long-lived capital in a fully discretionary, fiduciary capacity and provides clients with a global, multi-asset class investment management which spans traditional and alternative asset classes and strategies. The firm constructs portfolios that are intended to produce a strong risk-adjusted return over a full market cycle. For those clients seeking a single strategy, they may be engaged to manage a proprietary equity or fixed income portfolio. | Finance |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Commercial Services |
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Trustmark Investment Advisors, Inc.
Trustmark Investment Advisors, Inc. Investment ManagersFinance TIAI seeks to invest assets for long-term growth of capital that is fundamentally driven by the needs and objectives of the clients. The firm utilizes a tactical asset allocation model as a risk/return management tool. Their asset allocation process consists of a monthly review of all asset classes considered within their allocation framework. With respect to equities, TIAI endeavors to create an actively managed portfolio of sound companies, purchased at sensible prices, which are performing well in the stock market. Their fixed income philosophy seek to evaluate the prevailing interest rate landscape with attention on the risk associated with credit spreads and the impact of yield curve changes. | Finance |
