At Burke Wealth Management, clients work directly with an experienced team committed to thoughtful investing and highly personalized service. Our professionals bring decades of investment, relationship-management, operational, and compliance experience to every partnership—helping individuals, families, and registered investment advisors pursue their long-term goals with discipline, transparency, and confidence.
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® charterholder 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.
Chris Winters serves as Vice President at Burke Wealth Management, where his primary role focuses on building meaningful relationships with individuals and families, introducing them to the firm, and ensuring exceptional client service.
Prior to joining Burke Wealth Management, Chris served as Vice President within the Private Bank at J.P. Morgan in Houston.
In his role as a Banker, he guided affluent families in navigating how to plan, borrow, invest, and save for long-term financial security.
Before that, he served as Vice President, Financial Advisor at CAPTRUST in Raleigh, North Carolina, one of the nation’s largest independent investment firms, where he was responsible for providing retirement plan advisory services to corporate fiduciaries.
Chris graduated from Wake Forest University with a B.A. in Economics and a Minor in Entrepreneurship & Social Enterprise.
Chris is a native Houstonian, attended Strake Jesuit for high school, and lives in Spring Branch.
Outside of work, Chris enjoys playing golf, spending time with family in the Texas Hill Country, and most importantly, being a husband to his wife Maddox and a father to their daughter, Lucy, and son, Charles.
Charley Ward serves as COO & CCO at Burke Wealth Management, where he oversees the firm’s operational infrastructure which includes trading, operations, reporting, and compliance.
Prior to Burke Wealth Management, Charley held leadership positions with Doliver Advisors, Invesco Ltd., Jennison Associates in New York, and Morgan Stanley Investment Management, building extensive experience in investment operations, regulatory compliance, and institutional asset management.
He earned a Bachelor of Arts in Economics with a minor in Business from The University of Texas at Austin and is a CFA® charterholder.
Charley values the firm’s boutique approach, which gives clients direct access to the investment team and complete transparency into their portfolios.
Outside the office, he enjoys cooking, golfing, attending live music events, and cheering on the Texas Longhorns.
He and his wife, Katherine, have two sons, Owen and Ethan, and enjoy spending summers together at the beach.
G I P S ® C O M P L I A N C E
Burke Wealth Management, LLC claims compliance with the Global Investment Performance Standards (GIPS®). BWM has been independently verified for the periods January 1, 2020 through December 31, 2021. The verification report is available upon request.
The Focused Growth Composite includes all fully discretionary large-cap equity accounts managed to the Focused Growth strategy. The composite was created in October 2018 and has an inception date of October 1, 2018. Returns are presented net of management fees, expressed in U.S. dollars, and measured against the S&P 500 Total Return Index. Performance presented prior to January 2020 was achieved by the same portfolio manager while affiliated with a prior firm and has been linked in accordance with the portability requirements of the GIPS standards.
To obtain a GIPS Composite Report, a complete list and description of the firm’s composites, and/or the firm’s policies for valuing investments, calculating performance, and preparing GIPS Reports, contact Burke Wealth Management at (713) 933-5402 or info@burkewealthmanagement.com.
GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
