Kenneth M. Burke Jr., CFA
Ken Burke is the Founder and Chief Investment Officer of Burke Wealth Management. Prior to founding Burke Wealth Management, Ken spent 17 years with Fayez Sarofim & Company serving as an analyst, portfolio manager, leader of the consumer sector team and member of the firm’s investment committee.
Ken graduated from Vanderbilt University in 1997 with a degree in Economics and Mathematics and earned his M.B.A from the University of Texas McCombs School of Business in 2001 where he was a Sord Scholar. Ken is a CFA® charter holder and serves as an advisor to the University of Texas MBA Investment Fund. Ken has been a long-time West University Little League baseball and SFL football coach, is an avid sports fan, and enjoys spending time with his wife and three children.
Charley K. Ward, CFA
Charley Ward is the Chief Compliance Officer and Chief Operating Officer of Burke Wealth Management. Charley has 16 years of experience in the asset management industry with the past 13 years in the compliance industry. Prior to joining Burke Wealth Management, Charley served as Chief Operating Officer and Chief Compliance Officer at Doliver Advisors. Prior to Doliver, Charley held various compliance and operations roles with Van Kampen, Morgan Stanley Asset Management, Jennison Associates, and Invesco.Charley graduated from the University of Texas in 2002 with a B.A. in Economics and a minor in Business and is also a CFA® charter holder. Charley and his wife enjoy chasing after their two sons.